At Moneybox, we're committed to helping Kiwis make smarter mortgage and insurance decisions.
Based in Wellington, we've built a strong reputation for delivering highly personalised advice to homeowners, first-home buyers, and businesses across New Zealand. We're a values-driven team, known for our friendly, professional service – and we're growing!About the Role We're looking for a Mortgage Adviser Support to join our busy lending team.
You'll support three experienced advisers, helping manage client relationships and ensuring loan applications progress smoothly from enquiry to approval. This is a varied and rewarding role that blends customer service, admin, and mortgage operations – perfect for someone with experience in banking or financial services who wants to be part of a collaborative, high-performing team. Key Responsibilities Be the first point of contact for clients – build rapport and respond to enquiries Assist with loan applications and paperwork, ensuring accuracy and compliance Communicate with lenders, solicitors, insurers, and clients to keep things moving Maintain CRM and client documentation Proactively manage existing client relationships Collaborate with advisers and the wider team to deliver great outcomes What We're Looking For Experience in banking, lending, or financial services (preferred)Previous customer-facing or client support experience Strong communication and organisation skills Detail-oriented, proactive, and great with deadlines Confident using Outlook and other business tools What's in It for You?Competitive salary + regular team days and perks Flexible working options (0.8 – 1.0 FTE)Be part of a modern, people-first business Learn from experienced advisers and grow your career in financial services Supportive team culture with a focus on personal and professional growth Apply Now Sound like a great fit?
Apply today with your CV and Cover Letter. For any questions about the role, please contact our office email - ****** note: We are not accepting applications from recruitment agencies at this time. Unlock job insights Salary match Number of applicants Skills match Your application will include the following questions: How many years' experience do you have as a Mortgage Adviser?
Which of the following statements best describes your right to work in New Zealand?
Do you have customer service experience?
Do you have experience in a role which requires relationship management experience?
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