Assistant Broker

An Assistant Broker helps other finance industry professionals while they assist clients to secure loans, credit cards or insurance policies. You might provide administrative assistance or meet with clients to discuss their needs. An Assistant Broker may act as a liaison point between clients and financial and insurance organisations. You’ll collect necessary information from clients and prepare required paperwork.

Assistant Brokers should be able to communicate well with clients and colleagues in the financial sector. You’ll need to have good personal skills and be good at customer service. It’s important that you are organised and can complete your work to a deadline. Assistant Brokers should have strong administrative skills and a good understanding of financial systems and procedures.

 

Future demand Medium
Average yearly income $78,000
Skill level Advanced

How do I become a assistant broker?

All skill levels Beginner Experienced
FNS40821

Certificate IV in Finance and Mortgage Broking

Online
7 months
$597
  • There are no mandated entry requirements.
Additional requirements may apply.
BSB50420

Diploma of Leadership and Management

Blended, Online, Traineeship
12 - 24 months
$0 - $6,068
  • There are no mandated entry requirements.
Additional requirements may apply.
Presales Consultant Regional Manager Governance Coordinator
Service Director Team Administrator Product Specialist Digital Project Manager Corporate Services Manager Data Miner Creative Entrepreneur ICT Project Manager Information Officer Account Manager Senior Risk Manager Park Manager Landfill Supervisor Sports Facility Manager Life Coach Customer Service Officer Office Manager Team Leader Supervisor Project Coordinator Area Manager Assistant Manager General Manager Investigation Manager National Security Adviser RTO Compliance Officer Intelligence Officer Chief Innovation Officer Customer Success Manager Innovation Coordinator Travel Agency Manager Regional Coordinator Student Experience Officer Strata Manager Innovation Manager Event Planner Logistician Vineyard Manager Winemaker Sustainable Farmer Aquaculture Manager Bank Manager Real Estate Agency Manager Conservation Manager Venue Manager Head of Procurement Radio Producer Head of Digital Strategy Transformation Planning Officer Social Media Strategist Cellar Door Manager Resilience Officer Cable Jointer Substation Technician Driller Offsider Geological Technician Watchkeeper Deck Officer Timber Dispatch Coordinator Head of Cyber Security Senior Rates Officer Senior Compliance Officer Dog Trainer Facilities Manager Airport Operations Manager Drilling Supervisor Business Specialist Reporting Analyst Chief Technology Officer (CTO) Environmental Health Officer Cabin Crew Supervisor Professional Dancer Water Treatment Supervisor Dam Operations Manager Irrigation Water Supervisor Water Networks Supervisor Trade Waste Officer Abattoir Supervisor Technical Project Manager Senior Merchandiser Workplace Inspector Rail Safety Manager Crematorium Technician Athlete Community Coach Renewable Energy Tradesperson Funeral Director Funeral Assistant Electrical Fitter Electrical Linesman Rail Traction Linesman Concreter Parts Manager Steel Fixer Executive Housekeeper Surveyor Assistant Plant Manager Fleet Manager Duty Manager (Police Force) Service Manager Helicopter Pilot Flying Instructor Gaffer Driller Grip Clinical Coder Bakery Manager Forensic Accountant Customer Experience Manager Innovation Strategist Accounting Manager Financial Controller Operations Officer Customer Service Manager Fraud Analyst Financial Assistant Assistant Broker Library Assistant Fitness Centre Manager Gym Manager Librarian Museum Assistant HVAC Technician Council Member Reservations Manager Local Government Customer Service Assistant Tour Operations Manager Exhibition Manager Sales Analyst High Performance Coach Event Director Organisational Development Consultant Operations Analyst Strategy Manager Training and Development Manager International Business Strategist Service Delivery Manager Technical Manager Public Administrator Program Leader Capability Manager Customer Relationship Manager Global Account Manager Mining Manager Primary Health Organisation Manager Health Administrator Healthcare Manager Travel Operator Cluster Manager Cost Controller Program Coordinator Lobbyist International Development Worker Business Leader Diversity Consultant Relationship Manager Commercial Analyst Technical Business Analyst Technical Lead Technical Consultant Agile Business Analyst Claims Specialist Solutions Architect Scrum Master Performance Manager Workshop Supervisor Retention Specialist Grants Officer Facilities Coordinator Workforce Analyst Operations Specialist Procurement Consultant Category Specialist Retail Executive Procurement Manager Business Services Manager Business Development Executive Sales Engineer Catchment Officer Chief Operating Officer (COO) Crime Prevention Officer Social Justice Advocate Court Administrator Policy Specialist Financial Regulator Records Manager Museum Director Investigator Location Manager Arts Programmer Recruitment Manager Strategy Consultant Human Rights Advocate Editorial Writer Creative Writer Climate Scientist International Project Manager Engagement Manager Executive Director Palaeontologist Nutrition Scientist Commercial Manager Photogrammetrist Nutrition Advisor Transport Manager Geochemist Strategic Advisor Meteorologist IT Specialist Agricultural Economist Neurologist Partnerships Manager Resource Economist Policy Researcher Film Producer
+ 214 more
  • There are no mandated entry requirements.
Additional requirements may apply.
Presales Consultant Regional Manager Governance Coordinator Service Director Team Administrator Product Specialist Digital Project Manager Corporate Services Manager Data Miner Creative Entrepreneur ICT Project Manager Information Officer Account Manager Senior Risk Manager Park Manager Landfill Supervisor Sports Facility Manager Life Coach Customer Service Officer Office Manager Team Leader Supervisor Project Coordinator Area Manager Assistant Manager General Manager Investigation Manager National Security Adviser RTO Compliance Officer Intelligence Officer Chief Innovation Officer Customer Success Manager Innovation Coordinator Travel Agency Manager Regional Coordinator Student Experience Officer Strata Manager Innovation Manager Event Planner Logistician Vineyard Manager Winemaker Sustainable Farmer Aquaculture Manager Bank Manager Real Estate Agency Manager Conservation Manager Venue Manager Head of Procurement Radio Producer Head of Digital Strategy Transformation Planning Officer Social Media Strategist Cellar Door Manager Resilience Officer Cable Jointer Substation Technician Driller Offsider Geological Technician Watchkeeper Deck Officer Timber Dispatch Coordinator Head of Cyber Security Senior Rates Officer Senior Compliance Officer Dog Trainer Facilities Manager Airport Operations Manager Drilling Supervisor Business Specialist Reporting Analyst Chief Technology Officer (CTO) Environmental Health Officer Cabin Crew Supervisor Professional Dancer Water Treatment Supervisor Dam Operations Manager Irrigation Water Supervisor Water Networks Supervisor Trade Waste Officer Abattoir Supervisor Technical Project Manager Senior Merchandiser Workplace Inspector Rail Safety Manager Crematorium Technician Athlete Community Coach Renewable Energy Tradesperson Funeral Director Funeral Assistant Electrical Fitter Electrical Linesman Rail Traction Linesman Concreter Parts Manager Steel Fixer Executive Housekeeper Surveyor Assistant Plant Manager Fleet Manager Duty Manager (Police Force) Service Manager Helicopter Pilot Flying Instructor Gaffer Driller Grip Clinical Coder Bakery Manager Forensic Accountant Customer Experience Manager Innovation Strategist Accounting Manager Financial Controller Operations Officer Customer Service Manager Fraud Analyst Financial Assistant Assistant Broker Library Assistant Fitness Centre Manager Gym Manager Librarian Museum Assistant HVAC Technician Council Member Reservations Manager Local Government Customer Service Assistant Tour Operations Manager Exhibition Manager Sales Analyst High Performance Coach Event Director Organisational Development Consultant Operations Analyst Strategy Manager Training and Development Manager International Business Strategist Service Delivery Manager Technical Manager Public Administrator Program Leader Capability Manager Customer Relationship Manager Global Account Manager Mining Manager Primary Health Organisation Manager Health Administrator Healthcare Manager Travel Operator Cluster Manager Cost Controller Program Coordinator Lobbyist International Development Worker Business Leader Diversity Consultant Relationship Manager Commercial Analyst Technical Business Analyst Technical Lead Technical Consultant Agile Business Analyst Claims Specialist Solutions Architect Scrum Master Performance Manager Workshop Supervisor Retention Specialist Grants Officer Facilities Coordinator Workforce Analyst Operations Specialist Procurement Consultant Category Specialist Retail Executive Procurement Manager Business Services Manager Business Development Executive Sales Engineer Catchment Officer Chief Operating Officer (COO) Crime Prevention Officer Social Justice Advocate Court Administrator Policy Specialist Financial Regulator Records Manager Museum Director Investigator Location Manager Arts Programmer Recruitment Manager Strategy Consultant Human Rights Advocate Editorial Writer Creative Writer Climate Scientist International Project Manager Engagement Manager Executive Director Palaeontologist Nutrition Scientist Commercial Manager Photogrammetrist Nutrition Advisor Transport Manager Geochemist Strategic Advisor Meteorologist IT Specialist Agricultural Economist Neurologist Partnerships Manager Resource Economist Policy Researcher Film Producer + 214 more
BSB50120

Diploma of Business

Blended, Online
12 months
$0 - $6,318
  • There are no mandated entry requirements.
Additional requirements may apply.
Office Manager Small Business Owner Project Coordinator
Governance Coordinator Scheduler Business Support Officer Regional Manager Project Officer Fitness Studio Manager Creative Entrepreneur Digital Business Strategist Data Miner Product Specialist Corporate Services Manager Account Manager Park Manager Buyer Information Officer Customer Service Officer Brand Ambassador Life Coach Community Engagement Officer Sports Facility Manager Landfill Supervisor Investigation Manager RTO Compliance Officer Intelligence Officer National Security Adviser Enrolment and Admissions Officer Innovation Coordinator Customer Success Manager Chief Innovation Officer ICT Sales Assistant Data Analytics Consultant Logistician Purchasing Officer Quality Assurance Engineer Data Consultant IT Auditor Event Planner Innovation Manager Strata Manager Planning Officer Student Experience Officer Travel Agency Manager Regional Coordinator Real Estate Agency Manager Bank Manager Aquaculture Manager Sustainable Farmer Customs and Border Protection Officer Winemaker Vineyard Manager Social Media Strategist Resilience Officer Head of Procurement Head of Digital Strategy Transformation Radio Producer Operational Risk Manager Accounting Manager Financial Controller Forensic Accountant Innovation Strategist New Home Sales Consultant Customer Service Manager Fraud Analyst Financial Assistant Assistant Broker Library Assistant Museum Assistant Librarian Gym Manager Fitness Centre Manager High Performance Coach Conference Manager Event Director Sales Analyst Exhibition Manager Tour Operations Manager Local Government Administration Officer Reservations Manager HVAC Technician Bakery Manager Clinical Coder Fashion Photographer Portrait Photographer Screenplay Writer Grip Gaffer Drilling Supervisor Concreter Apiarist Driller Duty Manager (Police Force) Head of Cyber Security Senior Rates Officer Senior Compliance Officer Marketing Director Buyer’s Agent Customs Broker Reporting Analyst Property Consultant Property Developer Salesforce Administrator Business Specialist IT Recruitment Consultant Trade Waste Officer Sales Engineer Business Development Executive Enterprise Architect Business Services Manager Procurement Manager Retail Executive Category Specialist Procurement Consultant Product Marketing Manager Workforce Analyst Facilities Coordinator Grants Officer Retention Specialist Settlements Officer Workshop Supervisor Performance Manager Leasing Manager Market Researcher Internal Auditor Law Clerk Leasing Officer Claims Specialist Agile Business Analyst Technical Business Analyst Fundraising Coordinator Commercial Analyst Relationship Manager Program Coordinator Cost Controller Travel Operator Cluster Manager Business Leader Diversity Consultant Lobbyist Communications Officer Media Analyst Communications Strategist Policy Specialist Court Administrator Investigator Museum Director Records Manager Digital Media Specialist Financial Regulator Public Service Officer Student Recruitment Officer Engagement Manager Community Relations Manager Technology Consultant Geographer Location Manager International Project Manager Program Analyst Film Producer Gallery Manager Policy Researcher Partnerships Manager Resource Economist Agricultural Economist Freelance Editor Meteorologist Strategic Advisor Transport Manager Palaeontologist Photogrammetrist Nutrition Advisor Nutrition Scientist Geochemist Executive Director Inventory Manager Supply Planner Business Development Consultant Global Account Manager Customer Relationship Manager Senior Financial Analyst Capability Manager Marketing Executive Training and Development Manager International Business Strategist Service Delivery Manager Organisational Development Consultant Marketing Communications Manager Risk Advisor Supply Chain Analyst Logistics Planner Strategy Manager Inventory Planner Tender Writer Supply and Distribution Manager
+ 193 more
  • There are no mandated entry requirements.
Additional requirements may apply.
Office Manager Small Business Owner Project Coordinator Governance Coordinator Scheduler Business Support Officer Regional Manager Project Officer Fitness Studio Manager Creative Entrepreneur Digital Business Strategist Data Miner Product Specialist Corporate Services Manager Account Manager Park Manager Buyer Information Officer Customer Service Officer Brand Ambassador Life Coach Community Engagement Officer Sports Facility Manager Landfill Supervisor Investigation Manager RTO Compliance Officer Intelligence Officer National Security Adviser Enrolment and Admissions Officer Innovation Coordinator Customer Success Manager Chief Innovation Officer ICT Sales Assistant Data Analytics Consultant Logistician Purchasing Officer Quality Assurance Engineer Data Consultant IT Auditor Event Planner Innovation Manager Strata Manager Planning Officer Student Experience Officer Travel Agency Manager Regional Coordinator Real Estate Agency Manager Bank Manager Aquaculture Manager Sustainable Farmer Customs and Border Protection Officer Winemaker Vineyard Manager Social Media Strategist Resilience Officer Head of Procurement Head of Digital Strategy Transformation Radio Producer Operational Risk Manager Accounting Manager Financial Controller Forensic Accountant Innovation Strategist New Home Sales Consultant Customer Service Manager Fraud Analyst Financial Assistant Assistant Broker Library Assistant Museum Assistant Librarian Gym Manager Fitness Centre Manager High Performance Coach Conference Manager Event Director Sales Analyst Exhibition Manager Tour Operations Manager Local Government Administration Officer Reservations Manager HVAC Technician Bakery Manager Clinical Coder Fashion Photographer Portrait Photographer Screenplay Writer Grip Gaffer Drilling Supervisor Concreter Apiarist Driller Duty Manager (Police Force) Head of Cyber Security Senior Rates Officer Senior Compliance Officer Marketing Director Buyer’s Agent Customs Broker Reporting Analyst Property Consultant Property Developer Salesforce Administrator Business Specialist IT Recruitment Consultant Trade Waste Officer Sales Engineer Business Development Executive Enterprise Architect Business Services Manager Procurement Manager Retail Executive Category Specialist Procurement Consultant Product Marketing Manager Workforce Analyst Facilities Coordinator Grants Officer Retention Specialist Settlements Officer Workshop Supervisor Performance Manager Leasing Manager Market Researcher Internal Auditor Law Clerk Leasing Officer Claims Specialist Agile Business Analyst Technical Business Analyst Fundraising Coordinator Commercial Analyst Relationship Manager Program Coordinator Cost Controller Travel Operator Cluster Manager Business Leader Diversity Consultant Lobbyist Communications Officer Media Analyst Communications Strategist Policy Specialist Court Administrator Investigator Museum Director Records Manager Digital Media Specialist Financial Regulator Public Service Officer Student Recruitment Officer Engagement Manager Community Relations Manager Technology Consultant Geographer Location Manager International Project Manager Program Analyst Film Producer Gallery Manager Policy Researcher Partnerships Manager Resource Economist Agricultural Economist Freelance Editor Meteorologist Strategic Advisor Transport Manager Palaeontologist Photogrammetrist Nutrition Advisor Nutrition Scientist Geochemist Executive Director Inventory Manager Supply Planner Business Development Consultant Global Account Manager Customer Relationship Manager Senior Financial Analyst Capability Manager Marketing Executive Training and Development Manager International Business Strategist Service Delivery Manager Organisational Development Consultant Marketing Communications Manager Risk Advisor Supply Chain Analyst Logistics Planner Strategy Manager Inventory Planner Tender Writer Supply and Distribution Manager + 193 more
*Showing course fees for all providers. Some providers may not be available in your area.

Related occupations

Common questions

Further reading

How to become a Finance Broker in Australia

14th August 2019)

What can you do with a Certificate IV in Finance and Mortgage Broking?

11th January 2022)

How to start a career as a Personal Assistant

2nd December 2021)