About the Company
Our client is an established financial services business focused on providing personalised advice and building long-term relationships with individuals, families and business owners.
With a strong emphasis on client outcomes, trust and tailored solutions, the business takes a practical, relationship-led approach to financial advice. The team is passionate about making complex financial decisions easier to navigate and ensuring clients feel supported throughout their journey.
As the business continues to grow, there is an opportunity for a motivated Mortgage Adviser to join the team, contribute to its ongoing success and develop a strong presence within the lending market.
The Opportunity
As a Mortgage Adviser, you will work closely with clients to understand their financial circumstances, assess their lending requirements and guide them through the mortgage process. You’ll have the opportunity to develop new business, strengthen existing relationships and deliver a high level of service from the initial conversation through to settlement and beyond.
Key Responsibilities
Provide tailored mortgage and lending advice to clients.
Assess client financial circumstances and identify suitable lending solutions.
Manage mortgage applications from initial consultation through to settlement.
Build and maintain strong relationships with clients, banks, solicitors, accountants and referral partners.
Generate new business through networking, referrals and proactive business development.
Identify opportunities to support clients as their financial circumstances and property goals evolve.
Maintain accurate client records and meet relevant regulatory and compliance requirements.
Deliver an exceptional client experience and build long-term relationships.
About You
Experience as a Mortgage Adviser or within residential lending.
A strong understanding of the New Zealand mortgage and lending market.
Excellent communication, relationship management and negotiation skills.
A proactive approach to business development and generating referrals.
Strong attention to detail and the ability to manage multiple client transactions.
A genuine passion for helping people achieve their property and financial goals.
Relevant qualifications and the ability to meet New Zealand regulatory requirements for the role.
What’s on Offer?
Competitive remuneration package with performance-based incentives.
The opportunity to grow your client base and referral network.
A supportive, relationship-focused team environment.
Scope to develop your career within a growing financial services business.
The opportunity to take ownership of your portfolio and make a meaningful contribution to the business.
Interested?
If you’re passionate about property, enjoy building relationships and want to help clients make confident financial decisions, we’d love to hear from you.
