Senior Adviser
Auckland, AUK, NZ
4d ago

About Us

Findex in Australasia is the largestprovider of accounting, audit, tax, business and financial advice toindividuals and small and medium enterprises.

From a comprehensive network ofover 110 offices located in regional, rural and metropolitan areas, we combinelocal knowledge with world class technology to help you on your financial journey.

Our vast geographical footprint andteam of over 3,000 principals, professionals and support staff provides youaccess to expertise across the entire range of financial services, ensuringmore than just financial advice.

The Opportunity

As a Senior Commercial Lending Adviserat Findex you will be responsible for building quality relationships bothinternally and externally in order to create a robust lending referral networkin Auckland and beyond.

As a Senior Commercial Lender, youwill represent Findex and will be responsible for packaging commercial loantransactions for our Findex customers and presenting them to funders.

You will be able to negotiate termswith funders and ensure that you are meeting all the external (Bank) andinternal credit and risk guidelines.

Your initiative and drive will berecognised and rewarded in this outstanding career position.

This is an exciting role to build andgrow a business that will provide longer terms management opportunities, anddeliver significant rewards for the right candidate.

Key Responsibilities

  • Managing, developing and promoting Findex offering, ensuring that growth, profitability and customer service targets are met within required standards.
  • Identifying potential and future transactions and submitting proposals to funders on behalf of clients. Obtaining a high customer service standard through personal performance, efficiency and productivity levels
  • Fielding all internal and external funding requests efficiently
  • Managing a commercial loan portfolio and building internal and external referral sources
  • Qualifications & Experience

  • 3-5 years in a similar Client Relationship Manager - commercial banking / finance broking role
  • Managing client portfolio experience
  • Experience in lending to all sectors is preferable and have a good working knowledge of banking products (e.g. Commercial Loans, Equipment Finance and Working Capital Facilities)
  • Credit writing experience required
  • Previous experience in managing internal and external stakeholders
  • Business degree or similar is preferred
  • Be RFA (Registered Financial Advisor) accredited or happy to become accredited
  • Banking or Finance Broking experience (mandatory)
  • Ability to build and develop productive relationships
  • Advanced knowledge of Microsoft Word & Excel
  • To be considered for this opportunityyou would need to be positive, proactive, have strong business acumen and be a resultdriven team player.


    In return, Findex provides a diverse and inclusive work environment andoffer many benefits to ensure your professional development & wellbeing.

  • Broaden your experience and become a leader in a growing market;
  • Genuine opportunity for long-term career progression;
  • Continuous learning and development initiatives;
  • Access to a variety of clients and innovative resources, while experiencing the advantages of a mid-tier environment focused on building relationships;
  • Competitive remuneration package and employee benefits including; paid parental and partner leave, Employee Assistance Program and wellbeing benefits such as vaccinations and health insurance discounts
  • Next Steps :

    If you are interested in joining our fast-growingcompany and your skills meet the above criteria, please submit your coverletter and resume by clicking 'Apply’


    3-5 years in a similar Client Relationship Manager - commercial banking / finance broking role

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