About the role
EA Finance is looking for motivated and client-focused Financial Advisers specialising in Residential Lending to join the team in Auckland. You will build your career in residential lending, helping clients achieve their property ownership goals through building relationships, solving problems and finding the right financial solutions.
Key responsibilities
Meet with clients face-to-face or online to understand their financial circumstances, property goals and lending requirements
Assess client needs and recommend suitable residential lending solutions from available lender options
Manage the lending process from initial consultation and application preparation through to approval and settlement
Build and maintain strong relationships with clients, banks, solicitors, accountants, real estate professionals and other referral partners
Identify potential lending challenges and develop practical solutions for clients with different financial circumstances
Maintain accurate client records and ensure advice and lending activities comply with relevant regulatory and professional standards
Build a sustainable client base through referrals, networking and relationship development
About you
Client-focused, proactive and passionate about helping people achieve their property goals
A strong communicator with excellent interpersonal and relationship-building skills
Analytical and resourceful, with the ability to assess financial information and solve problems
Organised, responsible and able to manage applications and client expectations effectively
Motivated to learn, grow and develop a successful career in financial services
Comfortable working towards business and client service objectives while maintaining high professional standards
Previous experience in residential lending, mortgage broking, banking or financial services is preferred
A relevant New Zealand Certificate in Financial Services (Level 5), or a willingness to work towards the required qualification, is desirable
An understanding of the New Zealand residential property and lending market would be an advantage
Mandarin or Cantonese language skills are highly desirable, but not essential
About us
EA Finance is growing and committed to finding practical lending solutions and delivering quality client service. The team works collaboratively to support clients from diverse cultural and professional backgrounds.
Benefits
Career development: Build your expertise in residential mortgage lending, financial advice and client relationship management
Training and support: Access guidance and support to help you develop your lending knowledge, advisory skills and professional capabilities
A collaborative team: Work alongside a team committed to finding practical lending solutions and delivering quality client service
Diverse lending opportunities: Gain exposure to a range of residential lending scenarios, including first-home buyers, property investors, refinancing and more complex lending needs
Professional growth: Develop your own client relationships, referral networks and long-term career opportunities within the lending industry
Bilingual client opportunities: Use your English and Chinese language skills to help clients better understand their lending options and navigate the New Zealand mortgage market