Join a robust team / Manage an established client portfolio / Work from anywhere in the Wellington region / Demonstrate your expertise of risk insurance

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