Relationship Manager

Advice Knight Ltd; Devonport-Takapuna; Hybrid; NZD 70,000 - 110,000; Full time

Benefits offered by this job

Hybrid work model with Takapuna office

Car park provided

Commission for new clients

Progression to adviser role

Job summary

Advice Knight Ltd. in Takapuna is seeking a Relationship Manager to be at the heart of every deal, helping clients achieve financial goals and supporting advisers throughout the lending process.

You will manage workflows, ensure compliant submissions, and build lasting client connections. The role offers hybrid work and real opportunities to progress toward advisory status within a friendly, award-winning team.

Qualifications

• Attention to detail when assembling loan submissions.
• Strong organisational skills to juggle multiple tasks.
• Calm under pressure with deadlines and changing priorities.
• Ability to build rapport and communicate clearly with clients.
• Proactive and positive attitude, team-focused.

Responsibilities

• Facilitate the lending process: Prepare and organise loan applications, ensuring all client information is accurate and compliant with lending regulations and complete end to end submissions with a range of key lenders.
• Support our Financial Advisers: Seamlessly partner with advisers, handling admin tasks from application to loan settlements.
• Manage the refix pipeline: Take ownership of existing client refixes, proactively servicing needs and maintaining relationships.
• Client engagement: Interact with clients, guiding them through the application journey with clarity and professionalism.

Skills

Attention to detail

Organisational skills

Calm under pressure

Rapport building

Proactive attitude

Team player

Job description

Jora New Zealand will close on 9th September 2026. Thank you for being with us, we are cheering you on as you continue your career journey.

Join our dynamic, award-winning mortgage team as a Relationship Manager. You'll be at the heart of every deal—directly helping clients achieve their financial goals and playing a key part in our growth. You'll manage workflows, ensure seamless operations, and build genuine connections with clients and advisers, supporting them throughout the lending process.

Key responsibilities

Facilitate the lending process: Prepare and organise loan applications, ensuring all client information is accurate and compliant with lending regulations and complete end to end submissions with a range of key lenders.

Support our Financial Advisers: Seamlessly partner with our advisers, whose primary focus is on mortgages, handling the administrative aspects of their deals; from application, through to submission and loan settlements.

Manage the refix pipeline: Take ownership of our existing client refixes, ensuring we proactively service their needs, identifying opportunities and maintain strong relationships throughout.

Client engagement: Enjoy direct interaction with clients, guiding them through the application journey with clarity and professionalism.

About you

Experience as a Relationship Manager or similar role is preferable, however as a small team, attitude and fit come first and we will provide training for the right candidate.

Unwavering attention to detail: You’ll be putting together applications for bank submission; details are crucial.

Exceptional organisational skills: You can juggle multiple tasks with ease and keep everything running smoothly.

Calm under pressure – deadlines and last-minute requests don't faze you.

A knack for building rapport: You genuinely enjoy connecting with people and fostering trust.

A proactive and positive attitude: You’re ready to jump in and contribute to our vibrant team culture.

An exciting opportunity to be a key player in an award-winning business.

A competitive salary complemented by commission for new clients you bring to our business.

Flexibility to hybrid work from our Takapuna office (carpark provided) and/or from home, supporting a work-life balance that suits you.

Become part of a highly-driven, small, fun, and supportive team that celebrates successes and collaborates closely.

The chance to make a real difference in people's lives and contribute to their financial well‑being.

Opportunity to progress to becoming an adviser if that is your goal.

About us

Advice Knight is a dynamic, award-winning mortgage company. We pride ourselves on looking after our clients' best interests and delivering exceptional service.

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