Financial Services Professional
7 days ago
Newcastle Building Society is seeking a skilled Financial Adviser to join our team in a picturesque market town. Our society has been providing trusted advice to new and existing customers for over 20 years. Our teams of Financial Advisers 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.
As a Financial Adviser, you will be responsible for:
- Developing and maintaining relationships with both internal and external introducers
- Managing a structured client review process
- Pro-actively gaining referrals from existing clients
- Achieving corporate goals (including customer satisfaction, sales, business quality and staff development
- Working with branch colleagues to deliver advice, benefit 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
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 UsOur Purpose – connecting our communities with a better financial future – inspires and directs all our work. As an inclusive employer and a member-owned mutual, we aim to reflect the communities we serve, in order to drive the right colleague, customer and business outcomes. We encourage applications from candidates from a variety of backgrounds and life experiences, providing the diversity of thought required to constructively challenge and drive innovation.
We know our colleagues play a key part in our success and as an IIP Platinum rated employer we're proud to offer competitive salaries based on above-market pay scales and a fantastic reward packaging including:
- A 35-hour weekly contract + 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
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