Senior Financial Consultant

2 days ago


Wellington, Wellington, New Zealand Parkerbridge Full time
Job Overview

Parkerbridge is a leading financial services company dedicated to delivering exceptional results for its clients. As a Mortgage Adviser, you will play a pivotal role in helping clients achieve their home ownership goals by providing expert guidance and support throughout the mortgage process.


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

We are seeking an experienced Mortgage Adviser who possesses strong knowledge of mortgage products, lending criteria, and financial regulations. The ideal candidate will have excellent communication skills, be able to build and maintain client relationships, and hold a Level 5 NZ Certificate in Financial Services. Rights to work in New Zealand are also essential.



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