Financial Services Consultant

3 days ago


Wellington, Wellington, New Zealand Parkerbridge Full time

Job Overview: As a Residential Lending Specialist at Parker Bridge, you will have the opportunity to make a meaningful difference in clients' lives by providing expert financial advice and guidance.

About the Role:

You will be responsible for delivering exceptional client service while ensuring full compliance with regulatory requirements. This includes using our unique wealth creation model to provide tailored financial advice, recording client interactions, and managing loan applications via the Infinity CRM system.

Key Responsibilities:

Deliver financial advice that meets or exceeds client expectationsRecord and manage client interactions and loan applicationsCollaborate with internal teams to ensure seamless delivery of servicesStay up-to-date with industry regulations and CPD requirementsAdhere to company policies and legislation

Requirements and Qualifications:

To be successful in this role, you will require a Bachelor's degree in Business, Commerce, Property, or a related field. Additionally, you must hold a NZ Certificate Level 5 – Residential Lending and have at least two years' experience in residential lending advisory.



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