Financially savvy and know how to sell your case? Can you confidently build new relationships in record timing? This opportunity will appeal to you! 

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

Are you passionate about helping clients achieve their financial goals through expert residential lending advice? Join my client's team and make a difference!

Purpose:
Provide Residential Lending financial advice to clients while ensuring full compliance with regulatory obligations.

Key Responsibilities:

• Deliver financial advice using our unique wealth creation model.
• Record client interactions and manage loan applications via the Infinity CRM system.
• Collaborate with loan writing and customer service teams.
• Introduce Property Investment and Insurance Advisers where appropriate.
• Oversee Fixed Rate and Anniversary reviews.
• Build and nurture client relationships with a strong focus on duty of care.
• Develop networks and referral relationships to enhance lead generation.
• Stay updated with ongoing CPD requirements and industry regulations.
• Adhere to all company policies, legislation, and health and safety standards.

Requirements/Qualifications:

• Bachelor’s degree in Business, Commerce, Property, or a related field.
• NZ Certificate Level 5 – Residential Lending (ESSENTIAL)
• At least two years’ experience in residential lending advisory

For more information, please contact Henry Shaw at Parker Bridge on henry.shaw@parkerbridge.nz