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Madison

Financial Adviser

  • Posted 2w ago
  • 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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