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Financial Services Professional

2 months ago

Barnard Castle, United Kingdom Newcastle Building Society Full time
About the Role

Newcastle Building Society is seeking a skilled Financial Adviser to join our team in Barnard Castle. As a Financial Adviser, you will be responsible for delivering expert face-to-face advice to customers across our branch network, supported by a dedicated back-office team.

Key Responsibilities
  • Develop and Maintain Relationships: Develop and maintain relationships with internal and external introducers to drive business growth and customer satisfaction.
  • Client Review Process: Manage a structured client review process to ensure customers receive tailored advice and guidance.
  • Referral Generation: Proactively generate referrals from existing clients to expand our customer base.
  • Corporate Goals: Achieve corporate goals, including customer satisfaction, sales, business quality, and staff development.
  • Community Engagement: Develop a Financial Advice presence in the community to promote our services and build relationships with local stakeholders.
  • Financial Planning: Review existing clients' financial circumstances and advise on their financial future.
About You

We are looking for a commercially focused QCA Level 4 Financial Advisor with strong interpersonal and communication skills. You will have a proven track record of 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 Building Society is a member-owned mutual that aims to reflect the communities we serve. We are committed to driving innovation and excellence in everything we do.

We offer a competitive salary based on above-market pay scales, as well as a comprehensive reward package, including:

  • 35-hour Weekly Contract: Enjoy a flexible working schedule with a 35-hour weekly contract.
  • 30 Days Holiday: Receive 30 days holiday each year, plus bank holidays.
  • Bonus Scheme: Participate in a bonus scheme to reward your hard work and dedication.
  • Colleague Mortgage Scheme: Access our colleague mortgage scheme and financial advisors.
  • Private Medical Insurance: Enjoy private medical insurance as part of our reward package.
  • Pension Scheme: Contribute to our pension scheme, with up to 9% employer's contribution.
  • Life Assurance: Receive life assurance (4x salary) and income protection.
  • Wellbeing Benefits: Access a range of wellbeing benefits, including medicash scheme.
  • Electric Car Salary Sacrifice Scheme: Take advantage of our electric car salary sacrifice scheme.
  • Cycle to Work Scheme: Enjoy our cycle to work scheme.
  • Family Leave Entitlement: Receive above-statutory family leave entitlement, including 3 months full pay and 3 months half pay.
  • Birthday Holiday: Enjoy an extra day's holiday for your birthday.
  • Holiday Buy/Sell Scheme: Participate in our holiday buy/sell scheme.
  • Volunteering Days: Take two paid volunteering days each year.
  • Learning and Development Opportunities: Access a broad range of learning and development opportunities.
  • Discounts and Perks: Enjoy access to a range of high street and online discounts.
  • Onsite Gym: Use our free onsite gym at Cobalt and access discounted/subsidised gym memberships nationwide.
  • Recognition Initiatives: Participate in a range of recognition initiatives to reward great performance.