About this role
Finance Brokers operate as independent agents in the course of financial negotiations and arrange loans of money on behalf of clients.
What you might do day-to-day in this job
Typical tasks for a Finance Broker include:
- determines the specific financial and insurance requirements of clients, and researches and reviews available finance and insurance products for suitability to meet clients' requirements
- analyses clients' financial status, discusses financial options and develops financial strategies
- recommends loan combinations that meet clients' needs.
Courses that can lead to a career as a Finance Broker
Showing:
1–3 of
5 courses
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- Traineeship
- On-the-job training
- 2 years
- Cost varies
- No entry requirements
- Partially online
- Part-time may be available
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- Traineeship
- On-the-job training
- 2 years
- Cost varies
- Financial help available
- No entry requirements
- Partially online
- Part-time may be available
-
- 18 months – 2 years
- Cost varies
- No entry requirements
- Partially online
- Part-time may be available