Financial Services Consultant

3 days ago


Wellington, Wellington, New Zealand Parkerbridge Full time

Role Overview

The successful candidate will be responsible for guiding clients through the mortgage process, providing expert advice and guidance to ensure they secure the best financing options.

Key Accountabilities

  • Providing mortgage advice to clients
  • Collaborating with lenders and other professionals
  • Managing client relationships and expectations
  • Maintaining accurate records and documentation

Requirements

To succeed in this role, you will need proven experience as a Mortgage Adviser or similar professional. You should have strong knowledge of mortgage products, lending criteria, and financial regulations. Excellent communication skills and the ability to build and maintain client relationships are essential.

Benefits

You will have access to a range of benefits, including competitive salary and commission structures, full training and ongoing professional development opportunities, mortgage aggregation, a market-leading CRM system, professional indemnity cover, and dispute resolution membership.



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