Client Servicing Consultant – Trainee

Location: Otago

NZHL Southern Lakes is a well-established and high-performing team within our NZHL Franchise network that now has the scope for a mortgage advisor to join them in a hybrid-based role.

About NZHL

We help New Zealanders achieve financial freedom faster.  And those are not just aspirational words, that’ is actually what we do.  In fact, our clients are currently saving tens of millions of dollars in interest costs per year, which is pretty awesome.

We are also an organisation that is Passionately Kiwi (that is one of our values) with over 70 locally owned businesses across New Zealand, so we are a business that is owned by Kiwis for Kiwis.

We also offer our clients insurance to protect what’s important. We think it’s just the beginning for NZHL and are seeking passionate people who want to make financial freedom, faster a reality for more Kiwis.

About the role: 

With business booming, NZHL Wanaka has an exciting opportunity for a Client Servicing Consultant – Trainee to join them starting as an Administrator so you will learn all about the business, systems and processes from scratch whilst keeping all administration duties on track before you transfer into a client support role as the team grows.

This position is part-time, 20 hours a week, typically from 9am-1pm weekdays which will see you:

  • Supporting the advisers to complete customer applications including the collation and verification of client documents
  • Producing & editing professional documentation to support the workflow of client applications and compliance requirements
  • Administering loan maintenance/restructure requests including following up directly with suppliers as needed
  • Communicating with clients and suppliers – both by phone and email
  • Working on other project work as required and just generally being an amazing office all-rounder!

About you: 

To be successful in this position, you will love being in a frontline role where both your initiative, independent thinking and desire to continuously learn will be highly valued.

You will have proven experience in Banking, Finance or Office Administration, be able to work autonomously and have a genuine desire to help people achieve financial freedom.

Key Skills or Experience: 

  • Relevant experience as an Office Administrator or similar role
  • Be a natural multi-tasker who works independently to achieve common goals
  • An active listener with excellent verbal and written communication skills
  • Demonstrated advanced ability in PC hardware and computer applications such as Microsoft Office and Xero
  • Has a Level 5 Qualification in Residential Property Lending or is willing to obtain one

What’s in it for you?

Our great range of benefits for permanent employees include:

  • Banking benefits and insurance discounts
  • A values based, collaborative and inclusive culture
  • Health and wellbeing offerings
  • Opportunity for role to become a full-time position

If this sounds like something you’d like to be a part of and a place where you could see your future grow, then;


Employer questions

Your application will include the following questions: