Job Description

Our Client is a Industry leading financial services company committed to helping their clients achieve the best possible outcomes by providing independent Financial advice.

As a Mortgage Adviser, you’ll play a crucial role in guiding clients through the mortgage process, providing expert advice, and ensuring they secure the best financing options.

Responsibilities:

• Assess clients’ financial situations and recommend suitable mortgage products from our extensive panel of lenders
• Collaborate with lenders, real estate agents, accountants, property managers and legal professionals to facilitate smooth transactions.
• Educate clients on mortgage terms, interest rates, and repayment options.
• Maintain accurate records and documentation throughout the loan application process.
• Stay updated on industry trends and regulations.

Qualifications:

• Proven experience as a Mortgage Adviser or similar role.
• Strong knowledge of mortgage products, lending criteria, and financial regulations.
• Excellent communication skills.
• Ability to build and maintain client relationships.
• Level 5 NZ Certificate in Financial Services.
• Rights to work in New Zealand.

What We Offer:

• Competitive salary and commission structure.
• Full training and ongoing professional development opportunities to ensure you stay up to date with the latest obligations.
• Mortgage aggregation, a market-leading CRM system, professional indemnity cover, & dispute resolution membership
• Supportive team environment.
• Opportunities for professional growth and development.

If you’re passionate about helping people achieve their home ownership goals and thrive in a fast-paced, client-focused environment, we’d love to hear from you!

For more information, please contact Frederik Stapleton at Parker Bridge on frederik.stapleton@parkerbridge.nz