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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