Ongoing Training:
Receive structured onboarding, one-on-one mentoring, and ongoing development to build your skills with confidence.
Empowering Your Financial Career
Join Our Team at Plaxo
Plaxo Mortgages is seeking passionate individuals to join our expert team. Whether you’re an experienced financial professional or new to the industry, Plaxo is your platform to excel in the financial sector.
Build a Meaningful Career as a Financial Adviser
Build a Meaningful Career as a Financial Adviser
If you're passionate about helping people make better financial decisions and you're looking for a rewarding, long-term career, Plaxo could be the perfect place for you.
We're always looking for driven, ethical, and client-focused people to join our adviser team — whether you're already experienced or just starting your journey in the financial services industry.
Grow your career with Plaxo Mortgages
Many of our best advisers started their careers in the banking sector.
If you're a banker looking for more flexibility, greater earning potential, and deeper client relationships, becoming a financial adviser can be the perfect next step.
At Plaxo, you'll be able to:
- Use your existing lending knowledge in a more meaningful way
- Work with a wider range of lenders and solutions
- Build your own client base and long-term relationships
- Grow beyond the limits of traditional banking roles
If you enjoy helping people and want more autonomy in your career, adviser work offers a rewarding path forward.
Role and Qualifications
Defining Your Path and Preparing for Success
Your Role
- Drive new business opportunities and build a strong client pipeline
- Understand and address client loan needs.
- Connect with banks and maintain key lending relationships
- Provide tailored mortgage advice to a wide range of clients
- Build, manage, and grow long-term client relationships
Role Requirements
- Financial Services Level 5 qualification in Lending (essential)
- At least 2 years of experience in the New Zealand financial industry. (preferred but not required)
- Must be a permanent resident or citizen of New Zealand.
- Strong communicator and relationship builder
- Driven to build a personal brand and long-term career in mortgages
Why Plaxo?
We Empower Your Potential With Unparalleled Teamwork.
Team Support:
Work within a collaborative environment where leadership and operations support you so you can focus on clients.
Clear Career Growth:
Follow a well-defined progression path from junior adviser to senior roles, partnership, or leadership positions.
Proven Performance:
Join a company with over two decades of success and a strong reputation built on trust and professionalism.