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Senior Financial Advisor

2 weeks ago

Auckland, Auckland, New Zealand Float Mortgages Ltd Full time

Base Salary + Short Term + Long term incentiveAre you a seasoned Commercial Financial Advisor with a passion for helping businesses and people grow and thrive?
Do you have a deep understanding of commercial lending products and a drive to deliver exceptional results for your clients?
If so, Float Mortgages wants to hear from you
Join us in our new offices in the City Works Depot working alongside our Partner ABC Business Brokers.About Us:Float Mortgages is an innovative and rapidly expanding Financial Advisory Company based in Auckland.
Recently we have established partnerships with ABC Business Brokers and a leading Real Estate Company which are generating great leads.
The commercial advisor will carry out a mix of work from both the partnerships and their own leads, pure commercial loans or equity release from business owners' residential properties.
We are committed to providing top-tier service to our clients and have integrated cutting-edge AI technology into our operations, enabling our Advisors to work more efficiently and focus on what truly matters—helping clients achieve their commercial objectives.Role Overview:As a Commercial Financial Advisor at Float Mortgages, you will be responsible for providing expert advice and customised financial solutions to clients seeking commercial lending options.
You will have experience in dealing with Senior people running complex businesses and understand the level of detail they require to feel secure in taking on your advice.
Your comprehensive knowledge of both main banks and second-tier commercial lending products will enable you to guide business owners through the complexities of securing financing, ensuring they have the resources needed to grow and succeed.Key Responsibilities:Provide professional advice and guidance to clients on commercial & residential lending options.Develop tailored financial solutions that meet the specific needs of each business client.Stay current with the latest commercial lending products from main banks and second-tier lenders.Utilize AI systems and tools provided by Float Mortgages to enhance client service and operational efficiency.Build and maintain strong relationships with business clients, lenders, and other key stakeholders.Assist clients in navigating the complexities of the commercial lending process.Ensure compliance with all regulatory requirements and maintain accurate records.Qualifications and Skills:Level 5 Certificate in Financial Services (or equivalent).Proven experience in commercial financial advisory and/or commercial lending roles in either a bank or 2nd tier lender.Strong knowledge of both main bank and second-tier commercial lending products.Excellent communication and relationship-building skills.A passion for helping businesses succeed and grow.Ability to work independently and collaboratively in a dynamic, fast-paced environment.Proficiency in using technology and AI systems, tools and CRM to enhance client service delivery.Why Join Float Mortgages?Be part of an innovative and growing company that values your expertise.Work with a team of like-minded professionals who are dedicated to making borrowing effortless and allowing clients to achieve their commercial & residential goals.Enjoy a supportive and collaborative work environment with opportunities for professional development.Leverage our advanced AI & automation tools to reduce your administrative load, making you more efficient and able to spend more time face to face with clients to improve their experience & outcomes.If you are a dedicated Commercial Financial Advisor with a passion for helping businesses thrive, we would love to hear from youHow to Apply:To apply for this exciting opportunity, please submit your CV and a cover letter detailing your relevant experience and why you are the ideal candidate for this role to (email address).Join Float Mortgages today and help us empower businesses on their growth journeyFloat Mortgages is an equal opportunity employer.
We celebrate diversity and are committed to creating an inclusive environment for all employees.
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