Financial Advisor, Auckland

Company Description Mortgage Link is a New Zealand-wide network of knowledgeable and experienced advisers committed to providing quality mortgage advice for a broad range of property finance needs. Joining Mortgage Link offers access to ongoing support and resources, including a purpose-built CRM system called Advice Link, regular training, professional development, and marketing assistance. Our advisers benefit from flexible licensing options, decades of expertise, and nationwide connections with fellow Mortgage Link Advisers.Role Description This is a full-time hybrid role for a Financial Advisor located in Auckland, New Zealand, with some work-from-home flexibility. The Financial Advisor will be responsible for providing personalized financial advice to clients, assisting with Obtaining Mortgage Finance, Insurance planning, and investment strategies. The role involves assessing financial situations, creating detailed financial plans, and continually monitoring and adjusting those plans to meet clients' changing needs and goals.Qualifications Financial Planning and Financial Advisory skills Expertise in Finance and Investments Level 5 Core either Residential property Lending or Insurance risk or Investment planning. Excellent communication and interpersonal skills Strong analytical and problem-solving abilities Proficiency in using financial planning software and CRM systems#J-18808-Ljbffr