Expert Residential Lending Consultant

3 days ago


Wellington, Wellington, New Zealand Parkerbridge Full time

At Parkerbridge, we're committed to delivering exceptional residential lending advice to our clients. Our ideal candidate is passionate about helping individuals achieve their financial goals through expert guidance and support.

Purpose

The primary objective of this role is to provide comprehensive residential lending advice to clients while ensuring full compliance with regulatory requirements.

  • Deliver financial advice using a unique wealth creation model.
  • Record client interactions and manage loan applications via the Infinity CRM system.
  • Collaborate with loan writing and customer service teams.
  • Introduce Property Investment and Insurance Advisers where appropriate.
  • Oversee Fixed Rate and Anniversary reviews.
  • Build and nurture client relationships with a strong focus on duty of care.
  • Develop networks and referral relationships to enhance lead generation.
  • Stay updated with ongoing CPD requirements and industry regulations.
Requirements/Qualifications

To be successful in this role, you'll need:

  • Bachelor's degree in Business, Commerce, Property, or a related field.
  • NZ Certificate Level 5 – Residential Lending (essential).
  • At least two years' experience in residential lending advisory.


  • Wellington, Wellington, New Zealand ParkerBridge Full time

    About ParkerBridge:We are a dynamic and growing financial services company dedicated to providing expert advice to our clients. Our mission is to help individuals achieve their financial goals through innovative solutions.Job Description:The ideal candidate for this role will have extensive experience in residential lending advisory and a strong...


  • Wellington, Wellington, New Zealand Parkerbridge Full time

    Company Overview: At Parker Bridge, we are dedicated to providing exceptional financial services to our clients. We pride ourselves on building long-term relationships based on trust, expertise, and personalized service.Job Description: As a Residential Lending Specialist, your primary responsibility will be to provide expert financial advice and guidance to...


  • Wellington, Wellington, New Zealand Parkerbridge Full time

    Parkerbridge is seeking an experienced Residential Finance Specialist to join our team. As a key member of our advisory team, you will play a vital role in helping clients achieve their financial objectives.About the RoleThis is a challenging yet rewarding opportunity for someone who is passionate about providing exceptional customer service and has a deep...


  • Wellington, Wellington, New Zealand ParkerBridge Full time

    Company Overview:ParkerBridge is a reputable financial services company that prioritizes delivering exceptional outcomes for our clients. We are committed to fostering long-term relationships built on trust, expertise, and personalized service.Job Title: Residential Lending ExpertJob Summary: We are seeking a skilled and experienced Residential Lending...


  • 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...

  • Financial Adviser

    3 days ago


    Wellington, Wellington, New Zealand Parkerbridge Full time

    Are you passionate about helping clients achieve their financial goals through expert residential lending advice?Join my client's team and make a differencePurpose:Provide Residential Lending financial advice to clients while ensuring full compliance with regulatory obligations.Key Responsibilities: Deliver financial advice using our unique wealth creation...


  • Wellington, Wellington, New Zealand ParkerBridge Full time

    About the Role:This is an exciting opportunity for an experienced Residential Lending Expert to join our team at ParkerBridge. As a key member of our advisory team, you will play a critical role in delivering expert financial advice to our clients.Key Responsibilities:Deliver expert financial advice to clients using our proprietary wealth creation...


  • Wellington, Wellington, New Zealand ParkerBridge Full time

    About Us:ParkerBridge is a leading provider of financial services, committed to helping our clients achieve their goals through expert residential lending advice.Job Overview:We are seeking an experienced Residential Lending Expert to join our team. As a key member of our advisory team, you will provide financial advice to clients while ensuring full...

  • Consulting Expert

    4 days ago


    Wellington, Wellington, New Zealand Tribe Recruitment Full time

    About Polis Consulting GroupPOLIS CONSULTING GROUP is a leading strategy and public policy consulting firm based in Auckland and Wellington. Our team brings together world-class experts to tackle complex challenges across the public and private sectors.Our ApproachPolis' approach is built on data-driven insights, combining intellectual horsepower with...


  • Wellington, Wellington, New Zealand Volkswagen Full time

    We are seeking a skilled Real Estate Sales Consultant to join our Highland Real Estate Group team in Dunedin Central, Otago.This role offers a unique opportunity to work in a dynamic environment with a global brand, driven by innovation and excellence.Your key responsibilities will include working with clients to understand their property needs, providing...


  • Wellington, Wellington, New Zealand Parkerbridge Full time

    We're looking for a highly motivated and results-driven Wealth Creation Advisor to join our team at Parkerbridge. In this role, you will have the opportunity to work closely with clients to help them achieve their long-term financial goals.About the OpportunityThis is an exciting chance for someone who is passionate about wealth creation and has a strong...

  • Leadership Manager

    6 days ago


    Wellington, Wellington, New Zealand Asb Bank Full time

    **Supporting Our Customers' Dreams**At ASB Bank, we pride ourselves on being the best Third-Party Distribution team in New Zealand, empowering more Kiwis to achieve their goals through expert advice and exceptional service.We're currently looking for experienced Hub Managers to join our dynamic team, who will work closely with our Business Development...


  • Wellington, Wellington, New Zealand Asb Bank Full time

    About This RoleThis is an exciting opportunity to join Asb Bank's Engineering Practice as a Technical Lead. You will play a key role in shaping the technical strategy and driving the integration of key Business Bank systems with ASB's broader technology infrastructure.Responsibilities:Collaborate with Architecture, Platforms, Technology Leadership and...


  • Wellington, Wellington, New Zealand Kiwibank Full time

    About UsKiwibank is a proud member of the New Zealand community, committed to helping Kiwis achieve their financial goals. Our team is dedicated to providing expert advice and exceptional service to our customers. As a Home Loan Customer Onboarding Specialist, you will play a vital role in helping us deliver on this promise.Job SummaryIn this critical...


  • Wellington, Wellington, New Zealand Ministry Of Justice (New Zealand) Full time

    As a member of our team, you will play a key role in helping us drive greater consistency, quality, and accountability for the services we deliver. Our current focus is on implementing and embedding our 'Resilience and Assurance' operating and service delivery model.This model aims to ensure that our information security risks are identified and mitigated...


  • Wellington, Wellington, New Zealand Parkerbridge Full time

    Role OverviewThe 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 AccountabilitiesProviding mortgage advice to clientsCollaborating with lenders and other professionalsManaging client relationships and expectationsMaintaining...


  • Wellington, Wellington, New Zealand Parkerbridge Full time

    Job OverviewParkerbridge 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...


  • Wellington, Wellington, New Zealand Precinct Architecture Limited Full time

    Precinct Architecture Limited is seeking a highly skilled and experienced Architect, Architectural Designer, or Technician to lead our Wellington-based studio's residential design team.We are looking for someone with a minimum of 7 years of experience working in an NZ-based architectural practice. A tertiary qualification in Architecture, Architectural...


  • Wellington, Wellington, New Zealand Alpha Personnel Recruitment Ltd Full time

    **Consultant Profile**We are seeking a strategic Strategic Consultant to join our team at Alpha Personnel Recruitment Ltd.In this role, you will provide expert advice on policy development and implementation, and engage with stakeholders to ensure effective communication and collaboration.**Key Responsibilities:**Provide expert advice on policy development...


  • Wellington, Wellington, New Zealand Dayforce Full time

    **About Us**At Dayforce, we're a global human capital management company that's revolutionizing the way organizations manage their workforce. Headquartered in Toronto, Ontario, and Minneapolis, Minnesota, with operations across North America, Europe, Middle East, Africa (EMEA), and the Asia Pacific Japan (APJ) region, we've established ourselves as a leader...