Skills & Knowledge you will learn

Comply with financial services legislation and industry codes of practice
Design and produce business documents
Process applications for credit
Prepare loan application on behalf of finance or mortgage broking clients
Identify client needs for broking services
Present broking options to client
Apply principles of professional practice to work in the financial services industry
Develop and maintain in-depth knowledge of products and services used by an organisation or sector
Deliver and monitor a service to customers
Settle applications and loan arrangements in the finance and mortgage broking industry
Develop and nurture relationships with clients, other professionals and third party referrers
Prospect for new clients