Madison
Financial Adviser
- Posted Today
- Hybrid
- Full Time
Location
Auckland
Salary
$85 - $90 k/yr
Job Description
We are delighted to be partnering with a financial advisory business who specialise in offering the best financial solution for first home buyers, property investors, commercial property investors, property builders and developers. They are a growing practice based in Rosedale on Auckland’s North Shore, who have been mortgage brokering since 2013.
About the role:
Due to continuous business growth, our client is looking for an experienced residential property lending specialist to join them and support the Director with day-to-day mortgage advisory services.
Key responsibilities:
- Meet with clients to understand their financial goals and develop personalised lending solutions.
- Recommend suitable lenders, loan products, and repayment structures to help clients achieve their goals.
- Provide expert home lending advice to new and existing clients.
- Maintain long-term, effective relationships with customers and lending institutions.
- Assist in preparing loan applications and securing approvals.
- Provide support to the Application Specialist when needed.
- Promote a positive workplace culture and deliver exceptional customer service.
- Prioritize workloads to ensure the business achieves its goals efficiently.
About you:
- Minimum 3 years experince in residential home lending with NZ banks, mortgage advisory practices, or financial orgasniations.
- Must be fluent in English and Mandarin.
- Excellent written and verbal communication skills.
- Creative problem-solving skills and a solution focused mindset.
- Strong attention to detail, time management, and multitasking skills.
- Passionate about learning, collaborating, and growing with the business.
What we offer:
- Competitive base salary and commission package.
- Learning and development initiatives and cross industry training.
- A genuine commitment to your professional development and career growth.
- Supportive and welcoming team culture and an easily accessible office space based in Rosedale, North Shore.
- Hybrid work from home flexibility.
If you have the skills mentioned above, we would love to speak with you!
APPLY TODAY or contact Sam directly at samuel@madison.co.nz
Hard Skills Required
- Residential Lending Expertise
- Loan Structuring and Advisory
- Loan Application Preparation
- Financial Analysis
- Bilingual Proficiency
Soft Skills Required
- Relationship Building
- Communication
- Customer-Centric Approach
- Problem-Solving Mindset
- Time Management and Multitasking
Additional Compensations
- Fluent Mandarin Required
Job Schedule
- Monday to Friday
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