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Financial Advisor

2 months ago

Durham, Durham, United Kingdom Newcastle Building Society Full time
About the Role

We are seeking a highly skilled Financial Adviser to join our team in County Durham. As a key member of our branch network, you will be responsible for delivering expert face-to-face advice to customers, supported by a dedicated back-office team.

Key Responsibilities
  • Achieve corporate goals, including customer satisfaction, sales, business quality, and staff development
  • Develop a financial advice presence in the community
  • Review existing clients' financial circumstances and advise on their financial future
Requirements

We are looking for a commercially focused QCA Level 4 Financial Advisor with strong interpersonal and communication skills, 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 Building Society is an inclusive employer and a member-owned mutual. We aim to reflect the communities we serve, driving 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.

Our Benefits
  • Competitive annual salary based on above-market pay scales
  • 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
  • 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