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Financial Services Professional
2 months ago
Newcastle Building Society is seeking a skilled Financial Adviser to join our team in Barnard Castle. As a trusted provider of financial services, we offer expert advice to customers across our branch network, supported by a dedicated back-office team.
This role involves:
- Developing and maintaining relationships with internal and external introducers
- Managing a structured client review process to ensure high-quality advice
- Proactively seeking referrals from existing clients to drive business growth
- Achieving corporate goals, including customer satisfaction, sales, and staff development
- Collaborating with branch colleagues to deliver advice and value to new customers
- Establishing a strong financial advice presence in the community
- Reviewing clients' financial circumstances and advising on their future financial plans
We're looking for a commercially focused QCA Level 4 Financial Advisor with strong interpersonal and communication skills. You'll have a proven track record of achieving and exceeding business and customer service expectations.
You'll also demonstrate high standards of quality and compliance, with a strong ambition to succeed in a dynamic environment.
About UsOur purpose is to connect our communities with a better financial future. As an inclusive employer and member-owned mutual, we strive to reflect the communities we serve, driving the right colleague, customer, and business outcomes.
We encourage applications from candidates with diverse backgrounds and experiences, providing the diversity of thought required to drive innovation.
What We OfferWe're proud to offer a competitive salary based on above-market pay scales, along with a comprehensive reward package, including:
- A 35-hour weekly contract with flexible working options
- 30 days holiday per year, plus bank holidays
- Bonus Scheme
- Colleague mortgage scheme and access to financial advisors
- Private medical insurance
- Pension scheme with up to 9% employer contribution
- Life assurance and income protection
- Access to wellbeing benefits, including medicash scheme
- Electric car salary sacrifice scheme
- Cycle to Work scheme
- Above statutory family leave entitlement
- An extra day's holiday for your birthday
- The option to buy and sell holidays
- Two paid volunteering days per year
- A range of learning and development opportunities
- Access to high street and online discounts
- A free onsite gym at Cobalt and discounted gym memberships nationwide
- A range of recognition initiatives to reward great performance
