Associate Finance Strategist

At Build & Protect Financial Services, we don’t hire brokers. We build strategists, operators, and future leaders.
This is a business designed for high-performing professionals who want to operate at a higher level — whether that’s advising clients, structuring deals, or executing with precision behind the scenes.
We are not a volume-based brokerage. We are a strategy-led property finance advisory firm.
We exist to help ambitious Australians build and protect wealth through property — using structured, strategic finance.
In An Industry Driven By Transactions, We Focus On
Strategy over speed
Structure over shortcuts
Outcomes over volume
Our team reflects that.
Our Mission: To help ambitious professionals turn a strong income into lasting financial freedom through property, built on smart finance strategy and structure, not just a sharp rate.
Our Vision: To be the definitive mortgage broker for strategic property finance — empowering ambitious Australians to build wealth, secure their future, and achieve total financial confidence through property.
Our values are operational, not aspirational. Every decision, strategy, and client interaction is shaped by these principles.
Every Client Is Supported By a Three-person Team
Finance Strategist → Leads strategy and advice
Associate Finance Strategist → Drives analysis and structuring
Business Support Officer (BSO) → Executes with precision and control
This is a high-performance system, not a traditional brokerage structure.
We are currently hiring across three core positions. Each role is integral to our pod-based execution model and offers a clear pathway to leadership.
What You Do
Lead client strategy sessions
Design lending and debt structures
Provide high-level financial and property guidance
Build long-term client relationships
Mentor Associate Strategists
What Success Looks Like
High-quality strategic advice
Strong client retention and trust
Well-structured, scalable portfolios
Leadership within your pod
Who It Suits
Experienced brokers or finance professionals
Strategic thinkers (not transactional operators)
Professionals who want to build influence and income
What You Do
Analyse client scenarios and financial positions
Conduct lender and policy research
Assist in structuring lending strategies
Prepare credit proposals and recommendations
Support client meetings and strategy execution
What Success Looks Like
High-quality, accurate analysis
Strong understanding of credit and structuring
Increasing contribution to strategy
Readiness to step into a Strategist role
Who It Suits
Early-to-mid career finance professionals
Detail-oriented and analytical thinkers
Individuals looking to become high-level strategists
What You Do
Manage loan processing and lodgements
Handle documentation, compliance, and submissions
Coordinate between clients, lenders, and strategists
Track progress and manage timelines
Ensure every deal is executed flawlessly
What Success Looks Like
Zero errors in submissions
Fast, efficient turnaround times
Clear communication across all stakeholders
Strong control over workflow and pipeline
Who It Suits
Highly organised, process-driven professionals
Individuals who thrive on accuracy and efficiency
Operators who take pride in execution excellence
This is not just another finance job. Build & Protect offers a fundamentally different environment for professionals who want more from their career.
We have built an environment where high performers thrive. Our culture is designed around output, autonomy, and the tools you need to succeed.
We provide clear progression across all roles — not just advisory. Each pathway is designed to build capability, increase responsibility, and create long-term career value.
Across all roles, high performers can step into leadership positions, mentor team members, influence systems and processes, contribute to business growth, and access long-term wealth and equity opportunities.
You Will Thrive Here If You Are
Performance-driven and accountable
Strategically minded or operationally excellent
Interested in finance, property, and wealth creation
Looking to build a long-term career
This Is Not For You If You
Prefer transactional, volume-based environments
Avoid accountability
Want a low-responsibility role
Focus only on short-term gains
Whether your strength is strategy, analysis, or execution — there is a place for you here. Submit your application below.
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Credit representative (539491) of Australian Finance Group ACN 066 385 822 Australian Credit Licence 389087
AFCA member number #95093
MFAA member number 695667

Work arrangement
No