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Financial Services Professional
2 months ago
Newcastle Building Society is seeking a skilled Financial Adviser to join our team in County Durham. As a trusted provider of financial services, we offer expert advice to customers across our branch network.
As a Financial Adviser, you will be responsible for:
- Developing and maintaining relationships with internal and external introducers
- Managing a structured client review process
- Proactively gaining referrals from existing clients
- Achieving corporate goals, including customer satisfaction, sales, business quality, and staff development
- Working with branch colleagues to deliver advice, benefits, and value to new customers in the area
- Developing a financial advice presence in the community
- Reviewing existing clients' financial circumstances and advising on their financial future
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 UsNewcastle Building Society is an inclusive employer and a member-owned mutual. Our purpose is to connect our communities with a better financial future. We aim to reflect the communities we serve, driving the right colleague, customer, and business outcomes.
We encourage applications from candidates from diverse backgrounds and life experiences, providing the diversity of thought required to constructively challenge and drive innovation.
We offer a competitive salary based on above-market pay scales and a fantastic reward package, including:
- A 35-hour weekly contract with flexible working options
- 30 days holiday each year plus bank holidays
- Bonus Scheme
- 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
