Financial Adviser
5 months ago
About the Role
The Financial Adviser role is an exciting and rewarding role which reflects the Society’s commitment to providing face to face holistic financial advice through its branch network. As a Financial Adviser you are responsible for:
- Reviewing existing clients’ financial circumstances and advising on their financial future
- Managing a structured client review process
- Gaining Referrals from existing clients
- Developing and maintaining relationships with both internal and external introducers
- Achieving corporate goals (including customer satisfaction, sales, business quality and staff development)
About You
As a commercially focused QCA Level 4 Financial Advisor, you will be able to demonstrate strong interpersonal and communication skills with a proven track record for achieving and exceeding new business and customer service expectations.
You will also demonstrate high standards of quality and compliance and possess the ambition to succeed in a thriving environment.
About Us
Newcastle Financial Advisors is the Society’s financial advice subsidiary and has been providing trusted advice to new and existing customers for over 17 years. Our teams of Financial Advisors deliver expert face-to-face advice to customers across our entire branch network, supported by a dedicated back-office team providing technical and administrative services.
We deliver a restricted advice service through our Appointed Representative partnership with Openwork, one of the UK’s largest financial advisory networks. The Openwork proposition provides access to a wide range of investment, pension and protection products from some of the UK’s biggest financial brands to meet the financial planning needs of our customers.
As part of Newcastle Building Society, you will be working in an exciting, friendly and fast-paced workplace, with great opportunities for self-development and career progression where you can realise your potential and do your best work.
**What do you get in return? As well as receiving a competitive annual salary based on above-market pay scales, our reward package includes**:
- A 35-hour weekly contract + flexible working options
- 30 days holiday each year plus bank holidays
- Bonus Scheme (paid annually) -On target 10%, up to 15% depending on performance
- Colleague mortgage scheme and access to our financial advisors
- Private medical insurance
- Pension scheme (up to 9% employers’ contribution)
- Life assurance (4x salary) and income protection
- Access to a range of wellbeing benefits, including medicash scheme
- Electric car salary sacrifice scheme
- Cycle to Work scheme
- Above statutory family leave entitlement - 3 months full pay, 3 months half pay regardless of gender or route to parenthood
- An extra day’s holiday for your birthday
- The option to buy and sell holidays
- Two paid volunteering days each year
- A broad range of learning and development opportunities
- Access to a range of high street and online discounts
- Free onsite gym at Cobalt and access to a range of discounted/subsidised gym memberships nationwide
- A wide range of recognition initiatives to recognise and reward great performance
- Hybrid working - we welcome any discussions around where, how and when people work including part-time hours.
Upon starting a new role with us, we will ensure you are equipped with the correct tools and technologies to enable you to do your best work within your hybrid arrangement.
**Job Types**: Full-time, Permanent
**Salary**: £43,191.00-£60,884.00 per year
**Benefits**:
- Cycle to work scheme
- Employee discount
- Enhanced maternity leave
- Health & wellbeing programme
- Life insurance
- Referral programme
Schedule:
- 8 hour shift
- Monday to Friday
Ability to Relocate:
- Knaresborough, HG5 8AG: Relocate before starting work (required)
Work Location: In person
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