Financial Solutions Consultant
6 days ago
Role Overview
Parkerbridge is seeking a Financial Solutions Consultant to join our team, responsible for delivering expert residential lending advice and supporting clients in achieving their financial objectives.
Key Accountabilities
- Provide tailored residential lending advice, utilizing our unique wealth creation model to help clients succeed.
- Efficiently manage loan applications and client interactions, leveraging our Infinity CRM system.
- Collaborate with internal teams to deliver exceptional service, including loan writing and customer service.
- Identify opportunities to introduce Property Investment and Insurance Advisers, enhancing our clients' financial well-being.
- Ensure timely completion of Fixed Rate and Anniversary reviews, maintaining accuracy and attention to detail.
- Nurture strong relationships with clients, prioritizing duty of care and delivering outstanding customer service.
- Develop strategic partnerships with referral sources to drive business growth and lead generation.
- Maintain expertise in industry regulations and CPD requirements, staying current and informed.
- Comply with all company policies, laws, and health and safety standards.
Requirements
- Bachelor's degree in Business, Commerce, Property, or a related field.
- NZ Certificate Level 5 – Residential Lending (Essential).
- Minimum two years' experience in residential lending advisory.
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