Mortgage Adviser - Support

Rayen and Wood Financial Services – Christchurch, South Island Base Salary + Bonus!! Key Responsibilities Document Collection:Contact customers to request, follow up, and organise required documentation. Customer Communication:Communicate with clients via phone and email to provide updates and request information. CRM System Management:Maintain accurate client records in our CRM system, including notes, document uploads, and status updates. Compliance Support:Assist advisers with file preparation, checklists, and ensuring documentation meets compliance and regulatory requirements. Administrative Support:Handle data entry, document preparation, scanning, filing, and general office administration. Workflow Support:Assist advisers by tracking progress and completing follow-ups as required. Learning & Observation:Work closely with advisers to gain exposure to the end-to-end mortgage process. About You Strong Communication Skills:Professional and clear when dealing with customers. Highly Organised:Excellent attention to detail and ability to manage multiple tasks. Interest in Mortgages & Finance:A genuine interest in financial services. Tech-Savvy:Comfortable using CRM systems and standard office software. Compliance-Focused:Understands the importance of confidentiality and regulatory standards. Proactive & Reliable:Willing to support the team and take initiative. Benefits Industry Exposure:Gain practical experience within the mortgage and financial services sector. Supportive Team Environment:Work alongside experienced mortgage advisers in a collaborative setting. #J-18808-Ljbffr