Mortgage Adviser

Our mortgage advisory team is always growing, and we are seeking talented, well-connected Mortgage Advisers to join us.

As a Mortgage Adviser you will help people secure the best mortgage and debt solutions for their situation, from first home buyers to big players and everyone in between.

Your responsibilities will include:

  • Finding new potential clients and helping them with their borrowing needs
  • Using and growing your networks to maximum advantage
  • Recommending sound lending strategies that will deliver the best option for your client’s future
  • Negotiation with lenders to obtain the best terms that can be offered
  • Making confident recommendations to clients, offering transparency through the process
  • Maintaining long-term and effective relationships with clients and lenders
  • Referring clients to other areas of the business as much as possible (for insurance, financial planning, KiwiSaver and investments)
  • Confidence in approaching all business with a view to help your clients succeed on their financial journey, whatever that may mean for them
  • Upholding Cole Murray’s code of conduct and maintaining a friendly professionalism at all times

You’ll need to be:

  • Passionate about helping people succeed
  • Equipped with previous experience in the banking and/or mortgage lending sector
  • A qualified Financial Adviser ideally, or in the progress of gaining your Level 5 qualification
  • An effective communicator (both written and verbal) with people of all ages and walks of life
  • Reasonably well versed with technology with a willingness to learn and adapt to new ways of doing things
  • Able to prioritise, organise yourself and meet deadlines (a lot of your work will be completed autonomously)
  • Analytical and good with numbers
  • Positive and forward-thinking

An attractive package, including ongoing professional development opportunities, is available for the right applicant.

Learn more about what it’s like to work with us here.

Only people eligible to live and work in New Zealand need apply.

Apply for this role

To apply, send your CV and covering letter to the Executive Manager Willem Vermeulen using the form below.

You can also phone him for an introductory chat in confidence – just ring him here at the office (06 870 7050).

Career Application
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