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Personal Finance Advisor

2 weeks ago

Auckland, Auckland, New Zealand Tangram Full time

Tangram is a prominent financial advisory firm on Auckland's North Shore, and we are currently seeking an experienced Personal Finance Advisor to join our team.

In this role, you will be responsible for working with clients to understand their financial goals and develop tailored lending solutions that meet their needs.

You will also be required to recommend suitable lenders, loan products, and repayment structures, as well as provide expert home lending advice to new and existing clients.

We are looking for a highly motivated and customer-focused individual with a passion for personal finance and excellent communication skills.

As a member of our team, you will have the opportunity to work with a dynamic and supportive group of professionals who are dedicated to delivering exceptional results for our clients.

We are committed to providing exceptional client service and delivering outstanding results, and we believe that our success is directly tied to the success of our clients.