About NZHL:
We help New Zealanders achieve financial freedom faster. These are not just aspirational words –this is what we do and now more than ever this resonates with Kiwis as they grapple with the cost-of-living crisis.
We are also an organisation that is Passionately Kiwi (that is one of our values) with over 65 locally owned businesses across New Zealand, so we are a business that is owned by Kiwis for Kiwis.
The Opportunity:
NZHL Whangarei South, a successful, well-established, and respected business is after a self-starter who wants to learn how to help more people in our community into financial freedom through providing quality financial advice. We need someone who is keen to learn, networks, makes connections, builds relationships, and pursues opportunities.
About the role:
As a Trainee Adviser at NZHL, you will have the exciting opportunity to be part of a successful team who are passionate about making a positive impact on our client’s financial wellbeing. You will learn how to provide them with a smart loan structure and tools so they can take control of their own financial future plus be part of a growing, life-changing business with the work that you do.
You will also be provided with a comprehensive training programme and funding to undertake yout Level 5 Certificate in Financial Services.
This role will be based in Whangarei, and have the opportunity once you are trained to also support the Bay of Islands area.
About you:
As a Trainee Finance Specialist, you will thrive on connecting with new clients and have an extensive existing network in the Northland region. You will be a self-starter with a determination to succeed, who enjoys connecting with people to build lasting professional relationships and who flourishes in a role where you can demonstrate your passion to work for an authentic, purpose driven, and values led organisation.
Key Skills/Experience:
Relevant home lending experience in the finance industry is preferred. Level 5 qualifications in Residential Property Lending would be a bonus!
Proven networking skills and the ability to build rapport and trust. Track record in identifying, understanding, and exceeding client needs through building effective relationships. Knowledge and experience are valued however having a passion for helping people, being a team player and a willingness to go the extra mile are essential qualities that we are looking for.
Excellent verbal and written communication skills, strong numerical reasoning & analytical skills with an eye for detail are also very important along with being committed to learning how to help New Zealanders into a better financial position.
What's in it for you:
As well as being part of a collaborative and inclusive culture, our great range of benefits for permanent advisers include:
Opportunity to grow your career as a Financial Adviser and progress to business ownership
Ongoing learning and development provided
Career opportunities
Banking and Insurance benefits
A values-based, collaborative, and inclusive culture
Health and wellbeing offerings
A people led and digitally enabled business, a fun inclusive working environment, be part of a supportive team and let’s make 2026 be the year we make a real difference to more Kiwi Homeowner’s lives - APPLY NOW!
Please note that as we are not an Accredited Employer, we cannot accept applications from candidates who require sponsorship of their work visas.