Lending Adviser

3 days ago

Auckland City, New Zealand Findex Full time

Manage, develop and promote our lending services. Enjoy autonomy and true ownership whilst growing your career.

Findex are a privately-owned provider of integrated financial services and offer an extensive range of wealth management, investment, lending and insurance services to help individuals and businesses manage and grow their wealth and protect their assets.

**Are you a multi-talented Lending Adviser who loves their clients like we do?**

This is a perfect opportunity for someone from a banking or broker background who wants to explore the limitless opportunities of developing rewarding clients’ relationships with the added support of a well-established business and referral network. We have 22 NZ offices and many Accountants and Advisers that you can tap into.

You will be responsible for packaging business and home loan transactions for our Findex customers throughout New Zealand and presenting them to funders. In this capacity, you will be able to negotiate terms with funders and ensure that you are meeting all the external (Bank) and internal credit and risk guidelines.

**TELL ME MORE **

Now, diving into the nitty gritty details, you will be responsible for:

- Managing, developing and promoting Findex offering, ensuring that growth, profitability and customer service targets are met
- Identifying potential and future equipment finance, home loans and small business loans with existing Findex customers and prospects
- Submitting proposals to funders on behalf of clients and acting as first point of contact for client queries and commercial lending advice
- Provide professional debt advisory services to a range of Findex customers
- Ability to develop both internal and external referral sources particularly via digital channels such as teams

**THE PERKS **
- A genuine opportunity for long-term career progression
- Competitive remuneration package plus attractive incentives
- True ownership and autonomy of your role
- Dynamic, flexible work arrangements that allow you to work from home or the office;
- Employee benefits including: health insurance benefits, employee assistance program, wellbeing benefits and staff social events

**Now, let’s talk about you**

You are someone with..
- Solid experience in a Business and Retail/Home loans within a bank or broker house
- A results-driven team player that is proactive with strong business acumen
- Solid ability to build and maintain positive relationships with internal and external stakeholders
- Level 5 Financial Adviser Qualification in Retail Lending is preferred or happy to undertake the qualification

**Why Findex? **_#writeyournextchapter _**

Findex is building a workplace that is unrestrained by geography and hierarchy. A workplace that is connected through technology. A workplace that values your needs and allows you to be the best version of yourself

With a focus on empowering our people to work in a way that best meets their needs and those of their team and clients, the career growth of Findex employees isn’t limited by their location. We attract, retain, and promote people who share a sense of purpose and belonging. And we have a passion for creating opportunities for growth and sustainability that ripple throughout metropolitan and regional communities.

**Next Steps?**

**Please note**:

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