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Mortgage Advisor / Insurance Advisor
Location: Flexible / Remote (New Zealand)
Job Type: Contracted (self employed) Position
You must hold the New Zealand Certificate in Financial Services (Level 5).
About Us:
LENDI Financial is growing, and we are looking for passionate, driven individuals to join our team as Mortgage Advisors or Mortgage and Insurance Advisors. At LENDI, we believe in empowering people—our clients and our advisors alike. This is more than just a role; it's a chance to build your own business, secure your future, and grow with a leading financial brand.
The Role:
As a contracted Mortgage / Insurance Advisor, you will work closely with clients to understand their financial goals and provide tailored solutions. Your mission will be to assist people in securing mortgages, managing debt, and planning their insurance coverage, ultimately helping them build a sound financial future. You’ll have the flexibility to grow your business while LENDI supports you with expert knowledge and resources.
What We Offer:
Business Growth: Build your own business with our guidance and resources.Professional Development: Gain in-depth knowledge of mortgage products and insurance solutions.Financial Education: Learn how to help others achieve their financial dreams while securing your own future.Flexibility: Work on your terms with the freedom of a contracted position.Support: Access to ongoing training, mentorship, and marketing resources.Responsibilities:
Advise clients on mortgage options and insurance solutions based on their financial situation.Guide clients through the loan application and insurance policy process.Build long-term client relationships by providing exceptional service.Develop your personal business plan with LENDI’s support and resources.Stay up to date with market trends, lending policies, and insurance products.Who We’re Looking For:
Ambitious individuals ready to build their own business and grow within the industry.Strong interpersonal and communication skills with a client-first approach.Ability to work independently, stay organized, and meet deadlines.Previous experience in finance, banking, or insurance is a plus but not required—our training will set you up for success.If you’re ready to accelerate your career, grow your own business, and make a difference in people’s financial futures, we’d love to hear from you!
Start building your business and your future with LENDI Financial today!
About Us:
LENDI Financial is growing, and we are looking for passionate, driven individuals to join our team as Mortgage Advisors or Mortgage and Insurance Advisors. At LENDI, we believe in empowering people—our clients and our advisors alike. This is more than just a role; it's a chance to build your own business, secure your future, and grow with a leading financial brand.
The Role:
As a contracted Mortgage / Insurance Advisor, you will work closely with clients to understand their financial goals and provide tailored solutions. Your mission will be to assist people in securing mortgages, managing debt, and planning their insurance coverage, ultimately helping them build a sound financial future. You’ll have the flexibility to grow your business while LENDI supports you with expert knowledge and resources.
What We Offer:
Business Growth: Build your own business with our guidance and resources.Professional Development: Gain in-depth knowledge of mortgage products and insurance solutions.Financial Education: Learn how to help others achieve their financial dreams while securing your own future.Flexibility: Work on your terms with the freedom of a contracted position.Support: Access to ongoing training, mentorship, and marketing resources.Responsibilities:
Advise clients on mortgage options and insurance solutions based on their financial situation.Guide clients through the loan application and insurance policy process.Build long-term client relationships by providing exceptional service.Develop your personal business plan with LENDI’s support and resources.Stay up to date with market trends, lending policies, and insurance products.Who We’re Looking For:
Ambitious individuals ready to build their own business and grow within the industry.Strong interpersonal and communication skills with a client-first approach.Ability to work independently, stay organized, and meet deadlines.Previous experience in finance, banking, or insurance is a plus but not required—our training will set you up for success.If you’re ready to accelerate your career, grow your own business, and make a difference in people’s financial futures, we’d love to hear from you!
Start building your business and your future with LENDI Financial today!
Senior Credit Writer – Lendi Financial (Remote, NZ) Mortgage Advisor / Insurance Advisor
Location: (New Zealand)
Job Type: Part time / Remote
Lendi Financial is seeking a highly experienced Credit Writer with a proven background in New Zealand’s major banking environment. If you have a strong grasp of business, retail, and construction lending, and you take pride in producing accurate, well-structured credit submissions — we’d like to hear from you.
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About the Role
This is a part-time, remote position ideal for a detail-oriented professional who enjoys flexibility while working on meaningful lending files. You’ll prepare and review complex loan applications, ensuring every submission is detailed, compliant, and tailored to lender requirements. Working closely with our advisers, you’ll identify risks, assess serviceability, and provide sound lending recommendations that help clients achieve their goals.
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Key Responsibilities • Prepare comprehensive and compliant credit submissions for business, retail, and construction loans. • Analyse client financials, income streams, and balance sheets to determine creditworthiness. • Liaise with advisers, solicitors, valuers, and clients to ensure smooth progress from submission to approval. • Review credit reports, identify potential risks, and provide mitigation strategies.
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About You • Minimum 5 years of credit-writing or lending-assessment experience with one or more of New Zealand’s main banks. • Deep understanding of business, retail, and construction lending. • Excellent financial analysis and report-writing skills. • High attention to detail and ability to manage multiple applications under tight deadlines. • Knowledge of CRM or aggregator systems preferred.
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Why Join Lendi Financial?
We’re a New Zealand-owned, independent financial-services firm helping clients nationwide with mortgage, business, and personal lending. You’ll enjoy a flexible, remote work setup while collaborating with experienced advisers in a supportive, professional, and technology-driven environment.
⸻
About the Role
This is a part-time, remote position ideal for a detail-oriented professional who enjoys flexibility while working on meaningful lending files. You’ll prepare and review complex loan applications, ensuring every submission is detailed, compliant, and tailored to lender requirements. Working closely with our advisers, you’ll identify risks, assess serviceability, and provide sound lending recommendations that help clients achieve their goals.
⸻
Key Responsibilities • Prepare comprehensive and compliant credit submissions for business, retail, and construction loans. • Analyse client financials, income streams, and balance sheets to determine creditworthiness. • Liaise with advisers, solicitors, valuers, and clients to ensure smooth progress from submission to approval. • Review credit reports, identify potential risks, and provide mitigation strategies.
⸻
About You • Minimum 5 years of credit-writing or lending-assessment experience with one or more of New Zealand’s main banks. • Deep understanding of business, retail, and construction lending. • Excellent financial analysis and report-writing skills. • High attention to detail and ability to manage multiple applications under tight deadlines. • Knowledge of CRM or aggregator systems preferred.
⸻
Why Join Lendi Financial?
We’re a New Zealand-owned, independent financial-services firm helping clients nationwide with mortgage, business, and personal lending. You’ll enjoy a flexible, remote work setup while collaborating with experienced advisers in a supportive, professional, and technology-driven environment.