Personal Finance Adviser

2 weeks ago


Auckland, Auckland, New Zealand Tangram Full time
Financial Services Career Opportunity
Tangram is a leading provider of financial services, and we are seeking a talented Personal Finance Adviser to join our team. As a key member of our financial services team, you will be responsible for delivering exceptional client experiences through personalized lending solutions. Your expertise in residential home lending will enable you to make a significant impact on our clients' financial journeys.

Key Responsibilities:
  • Develop and implement comprehensive financial plans for clients.
  • Provide expert advice on home lending to clients, recommending suitable lenders, loan products, and repayment structures.
  • Build and maintain strong relationships with clients and lending institutions.
  • Stay up-to-date with industry trends and developments to ensure best-in-class service delivery.


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