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.

Ongoing Training: Receive structured onboarding, one-on-one mentoring, and ongoing development to build your skills with confidence.

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.

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Join Our Team at Plaxo