Financial Adviser Assistant

Description

Summary: This role supports financial advisers, focusing on operational tasks, client service, and compliance within a fast-growing financial services firm. Highlights: 1. Opportunity to build a long-term career in finance with structured development 2. Play a critical operational and client service role within the business 3. Clear career pathway with potential ownership opportunities Mortgage Adviser Team Assistant Full-Time | Salaried + Performance Bonus | Career Development Path We are a fast-growing financial services firm expanding our Mortgage Advisory team. If you enjoy working with people, value structure and professionalism, and want to build a long-term career in the finance industry, this opportunity is for you. This is a salaried role with generous performance-based bonuses. High performers who consistently deliver excellent outcomes for clients will be well rewarded. About the Role As an Assistant to our Financial Adviser team, you will play a critical operational and client service role within the business. Key responsibilities include: Data analysis and accurate data entry Loan application processing and documentation preparation Client follow-ups and customer relationship management Administrative and compliance support Supporting advisers from application through to settlement This role requires strong attention to detail, efficiency, and professionalism. What We Provide We are committed to building long-term professionals and offer: Qualified leads provided weekly Structured training and development program Extensive training in advice, compliance, and leadership In-house admin and compliance team support Strong team culture and professional environment Management training opportunities Clear career pathway with potential ownership opportunities Support towards obtaining Level 5 Financial Services qualification What We Are Looking For The ideal candidate will have: Fluency in both English and Mandarin Chinese (written and spoken) Excellent communication and interpersonal skills A strong desire to obtain Level 5 Financial Services qualification (support provided) Strong organisational skills and attention to detail Competitive mindset and goal-driven attitude Basic marketing awareness High level of professionalism and work ethic This position is ideal for someone who enjoys structure, teamwork, and delivering high-quality client service in a fast-paced financial environment. Eligibility Applicants must hold: A valid New Zealand working visa, or Permanent residency