Finance Specialist - Pukekohe

Just some of the things you’re responsible for:

• Respond promptly to all customer communications, providing meaningful updates in a professional, clear and consistent way that reflects our brand and values.
• Provide sound advice and demonstrate comprehensive understanding of products, regulations, and requirements both within the business and in the context of the regulatory environments.
• Provide clients with detailed product information and financial advice within the scope of the services offered.
• Have a comprehensive understanding of our products, creating a pathway to yes and the best outcomes for our customers within the guidelines of the Responsible Lending Code and MTF Finance guidelines.
• Adhere to all legal, regulatory, and conduct obligations, including those related to the FSP licence and product provider contracts.
• Ensure that all actions and advice are in the best interest of the client and comply with industry standards.
• Help our customers with lending applications from start to finish.
• Provide exceptional customer services.
• Contribute to a great work culture where people feel engaged and take ownership.

You’ll need to have:

• A good understanding of responsible lending and compliance requirements. (Ideal, but not required. We will train a highly motivated Specialist with a proven record of exceeding targets)
• Strong understanding of financial regulations and compliance requirements in New Zealand.
• Customer service experience is preferred, but equally important are a positive attitude, strong energy, and passion for helping people.
• A collaborative team player who can work effectively with colleagues across different departments.
• Flexibility to handle varied responsibilities and adapt to changing business needs.
• Be fantastic under pressure.
• Able to multitask without sacrificing attention to detail.
• Comfort using email, phone systems, and the ability to learn new programs.

While a NZQA Level 5 Certificate in Financial Services is advantageous, it is not a mandatory requirement. If you have relevant experience or skills, we encourage you to apply

Need to know:

• You’ll be working from our office located in Pukekohe.
• You’ll be work closely with a very small, dynamic team, contributing to both customer service excellence and broader company initiatives.
• The start date for this role is flexible and will begin as soon as you’re available.

This role offers a competitive remuneration package, and we welcome all new team members to the company with a comprehensive in-house induction and ongoing training.

Please contact [email protected] with your current CV, detailing why you think this role is for you. A full job description is available on request.