Key Skills
- Needs Assessment
- Insurance Needs Analysis
- Finance Product Research
- Finance Product Review
- Suitability Assessment
- Financial Status Analysis
- Discussing Financial Options
- Financial Strategy Development
Finance Broker Resume Template (Australia)
Professional finance broker resume template designed for Australian roles. Includes ATS-optimised formatting, key skills, and expert guidance to help you land your next position.
SARAH JOHNSON
Finance Broker
sarah.johnson@email.com | 0412 345 678
Melbourne VIC 3000
PROFESSIONAL SUMMARY
Skilled finance broker with experience in needs assessment and insurance needs analysis. Proven track record of contributing to team success and achieving objectives in professional environments.
PROFESSIONAL EXPERIENCE
Finance Broker
Professional Services Pty Ltd
Mar 2021 - Present
- • Applied needs assessment to support business objectives
- • Collaborated with team members to complete projects on time and within scope
- • Maintained high standards of work quality and attention to detail
- • Contributed to process improvements and workplace efficiency initiatives
KEY SKILLS
• Needs Assessment
• Insurance Needs Analysis
• Finance Product Research
• Finance Product Review
• Suitability Assessment
• Financial Status Analysis
• Discussing Financial Options
• Financial Strategy Development
EDUCATION & QUALIFICATIONS
Bachelor Degree2019
University Name
Professional Development Certificate2021
Professional Body
Free Finance Broker Resume Template and Example
This template is specifically designed for Australian finance broker roles and optimised to pass Applicant Tracking Systems used by employers across Australia.
What's Included:
ATS-optimised finance broker resume formatting
Australian industry standards compliant
Professional layout with finance broker focus
DOCX format for easy editing
See also: Resume templates for related roles
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SARAH JOHNSON
sarah.johnson@email.com | 0412 345 678
Melbourne VIC 3000
Summary
Professional finance broker with strong background in needs assessment, insurance needs analysis, finance product research with proven ability to deliver results.
Work Experience
Finance Broker
Professional Services Pty Ltd
Jun 2023 - Present
• Successfully managed determine clients' financial and insurance requirements with measurable results
• Led researches finance and insurance products for suitability resulting in improved efficiency
Education
Bachelor of Marketing - University of Sydney
Google Analytics Certified • HubSpot Inbound Marketing
Quick Setup - Just 2 Steps
Fill in the boxes below to create your resume
1
Type Your Work Experience
2
Paste Job Description
Essential Information for Finance Broker Resumes
Key skills, responsibilities, and ATS tips specifically for finance broker roles
Core Responsibilities
- Determine Clients' Financial and Insurance Requirements
- Researches Finance and Insurance Products for Suitability
- Analyses Clients' Financial Status
- Discusses Financial Options
- Develops Financial Strategies
- Recommends Loan Combinations for Clients' Needs
ATS Tips
- Include key terms: Needs Assessment, Insurance Needs Analysis, Finance Product Research
- Use industry-standard formatting for Finance Broker roles
- Quantify achievements in determine clients' financial and insurance requirements
- Match job posting language for positions
How to Write a Finance Broker Resume
Follow these expert tips to create a compelling finance broker resume that gets noticed
Professional Summary
Write 2-3 sentences highlighting your finance broker expertise and key accomplishments.
"Experienced finance broker with expertise in Needs Assessment and Insurance Needs Analysis, specialising in industry standards."
Key elements to include:
- • Years of experience in
- • Expertise in Needs Assessment and Insurance Needs Analysis
- • Key achievements in determine clients' financial and insurance requirements
Experience Section
Focus on quantifiable achievements in your finance broker roles.
Basic:
"Researches Finance and Insurance Products for Suitability"
Enhanced:
"Researches Finance and Insurance Products for Suitability resulting in 25% efficiency improvement and $50K cost savings"
Tips:
- • Use action verbs for determine clients' financial and insurance requirements
- • Include metrics and percentages
- • Show progression in roles
Skills Section
Organise your finance broker skills by category and relevance.
"Technical Skills: Needs Assessment, Insurance Needs Analysis, Finance Product Research, Finance Product Review"
Key elements to include:
- • Prioritise Needs Assessment and Insurance Needs Analysis
- • Include industry-specific certifications
- • Match skills to job requirements