Financial Services Professional
1 month ago
Salary Band: £45,351 - £59,284
About the Role:
Newcastle Financial Advisers are seeking a skilled Financial Adviser to join their team in Durham. As a Financial Adviser, you will deliver expert face-to-face advice to customers across the branch network, supported by a dedicated back-office team.
- Develop and maintain relationships with internal and external introducers
- Manage a structured client review process
- Proactively gain referrals from existing clients
- Achieve corporate goals, including customer satisfaction, sales, business quality, and staff development
- Work with branch colleagues to deliver advice, benefit, and value to new customers
- Develop a Financial Advice presence in the community
- Review existing clients' financial circumstances and advise on their financial future
About You:
As a commercially focused QCA Level 4 Financial Advisor, you will demonstrate strong interpersonal and communication skills, with a proven track record of achieving and exceeding new business and customer service expectations.
About Us:
Newcastle Financial Advisers is an inclusive employer and a member-owned mutual, aiming to reflect the diverse communities they serve. They encourage applications from candidates from a variety of backgrounds and life experiences.
Benefits:
- 35-hour weekly contract + flexible working options
- 30 days holiday each year + bank holidays
- Bonus Scheme
- Colleague mortgage scheme and access to financial advisors
- Private medical insurance
- Pension scheme (up to 9% employers' contribution)
- Life assurance (4x salary) and income protection
- Access to 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
- An extra day's holiday for your birthday
- The option to buy and sell holidays
- Two paid volunteering days each year
- A range of learning and development opportunities
- Access to high street and online discounts
- Free onsite gym at Cobalt and access to discounted gym memberships
- A wide range of recognition initiatives
Accessibility Commitment: Newcastle Financial Advisers is committed to ensuring every candidate has the opportunity to showcase their full potential throughout the recruitment process.
Company: Newcastle Financial Advisers Limited
Why Work Here?-
East Anglia, United Kingdom Mobilize Financial Services Full timeRole OverviewThe Financial Services Advisor, specializing in Wholesale Funding, plays a pivotal role in supporting Manufacturers and Dealer Networks through the provision of various funding facilities. This position is responsible for managing and protecting the interests of Mobilize Financial Services while ensuring the integrity of the Wholesale Funding...
-
Senior Financial Planning Professional
1 week ago
East Grinstead, West Sussex, United Kingdom Quilter Financial Planning Full timeJob OverviewWe are seeking an experienced Senior Financial Planning Professional to join our team at Quilter Financial Planning. As a successful Financial Adviser based in or around East Grinstead, you will have a good client bank and be looking to strengthen future growth.This is an excellent opportunity for the right candidate to find out more about our...
-
East Midlands, United Kingdom Blusource Professional Services Ltd Full timeAn exceptional financial services manager is sought by Blusource Professional Services Ltd to lead their team and deliver top-notch advisory and workflow control. The role involves overseeing client relationships, staff management, and taking on a portfolio of clients with full support in a dynamic environment.The ideal candidate will have a proven track...
-
Financial Services Governance Lead
1 week ago
South East London, United Kingdom Financial Services Compensation Scheme Full timeAbout Our OrganisationFor over two decades, the Financial Services Compensation Scheme (FSCS) has been a cornerstone of the UK's financial stability, protecting consumers and restoring confidence in the sector.A Competitive Salary PackageWe offer a salary range of £80,000 - £110,000 per annum, reflecting the importance of this role in shaping our...
-
Senior Financial Leader
4 weeks ago
East Midlands, United Kingdom Blusource Professional Services Ltd Full timeBlusource Professional Services Ltd is seeking a seasoned Finance Director to drive financial excellence across their UK operations. Reporting directly to the Global CFO, this pivotal role combines day-to-day financial management with strategic leadership, focusing on delivering monthly accounts and annual financial statements.About the Role:Team Leadership:...
-
Senior Financial Operations Manager
3 weeks ago
East Midlands, United Kingdom Blusource Professional Services Ltd Full timeAbout Blusource Professional Services Ltd:We are a leading recruitment agency in the UK, providing top talent to various industries. As a partner of choice for many companies, we are committed to delivering exceptional results.About the Role:We are recruiting a highly skilled Finance Manager to join our client's team in South Leicestershire. As a key member...
-
Financial Services Expert
2 weeks ago
North East, United Kingdom Michael Page (UK) Full timeAbout Our FirmMichael Page (UK) is a leading professional services firm based in Durham, boasting a significant team of dedicated experts. We cater to a diverse client base, providing a range of accounting and financial services.
-
Financial Services Professional
24 hours ago
East Midlands, United Kingdom North Oak Recruitment Full timeNorth Oak Recruitment is seeking a highly skilled Financial Services Professional to join our team as a Financial Planning Specialist.The successful candidate will have experience of fully analysing clients' requirements, developing cash flow models, and accurately recording client data.Key responsibilities include researching and analysing financial...
-
Senior Financial Planning Manager
4 days ago
East Midlands, United Kingdom Cherry Professional Full timeWe are seeking a highly skilled and experienced Senior Financial Planning Manager to join our team at Cherry Professional.About the RoleAs a Senior Financial Planning Manager, you will be responsible for leading the production of financial accounts, maintaining an effective financial control environment, and managing payroll services. You will also lead and...
-
Financial Accountant
4 days ago
East Midlands, United Kingdom Bibby Financial Services United Kingdom Full timeAbout Bibby Financial ServicesBibby Financial Services is a leading provider of financial solutions to small and medium-sized enterprises worldwide. With a presence in 9 countries, we have a strong track record of supporting businesses through various economic cycles.
-
Senior Financial Strategist
1 week ago
East Midlands, United Kingdom Blusource Professional Services Ltd Full timeAbout Blusource Professional Services LtdWe are an innovative SME business seeking a part-time Financial Controller to support and enhance our finance function.This hands-on role, requiring 25-30 hours per week, involves financial reporting, control, and partnering with senior leadership to support strategic commercial decisions.About the Role:Prepare and...
-
Strategic Financial Advisor
4 days ago
East Midlands, United Kingdom Blusource Professional Services Ltd Full timeA highly successful Corporate Finance team at Blusource Professional Services Ltd is seeking a skilled Strategic Financial Advisor to join their dynamic team. This key role offers strong ongoing career development and significant bonus potential, based on personal productivity and commercial acumen.Job Overview:This role is focused on leading advisory and...
-
Financial Controller
3 weeks ago
East Midlands, United Kingdom Cherry Professional Full timeFinancial Manager role at Cherry Professional. You will be responsible for all aspects of accounts preparation, including monthly management accounts, financial accounts, payroll, and cash forecasting.Key responsibilities:All aspects of accounts preparationMonthly management accounts preparationPreparation of financial accountsPayroll (monthly)Overseeing...
-
Senior Financial Consultant
4 days ago
East Grinstead, West Sussex, United Kingdom Quilter Financial Planning Full timeCompany OverviewQuilter Financial Planning is a leading financial services provider offering a range of solutions to individuals and businesses. Our team of experienced professionals is dedicated to delivering exceptional results and building long-term relationships with our clients.SalaryWe offer a competitive salary of £40,000 per annum, which can be...
-
East Midlands, United Kingdom Cherry Professional Full timeCherry Professional is seeking a highly skilled Financial Operations Manager to join our team in Derby. This role offers a competitive salary of £45,000 - £55,000 per annum.Job DescriptionKey Responsibilities:All aspects of accounts preparation, ensuring accurate and timely completion.Preparation of monthly management accounts, providing valuable insights...
-
Financial Adviser
6 months ago
East London, United Kingdom Foresters Financial Full timeForesters Financial is not your typical financial services provider. Those who join our purpose-driven organisation enjoy a culture of collaboration, creativity, and mutual respect and are challenged to do their best to make a difference every day. We help everyday families achieve their financial goals and make a lasting difference in their lives and...
-
Strategic Communications Professional
2 weeks ago
North East, United Kingdom NHS Business Services Authority Full timeWe are a national NHS organisation delivering a wide range of essential services that support the day-to-day operations of the NHS. Our goal is to provide faster and more convenient services for our customers, making their lives easier.About UsOur organisation takes pride in designing services that cater to the needs of our customers, just like we strive to...
-
ACCA Client Manager
1 month ago
North East Lincolnshire, United Kingdom Blusource Professional Services Ltd Full timeThe salary is negotiable and will of course depend on experience and qualification level, so is open within reason. Competitive salary in line with market rate ~ Hybrid working, the opportunity to work 2 or 3 days a week from home ~ Pension: 25 days of annual leave + bank holidays ~ Additional annual leave days from certain levels of seniority ~...
-
Senior Financial Controller
2 weeks ago
East Liverpool, Ohio, United Kingdom Michael Page Full timeJob Title:Senior Financial Controller - Professional ServicesCompany Overview:Michael Page is a well-established company in the Professional Services sector, seeking an experienced Senior Financial Controller to lead our Accounting & Finance team.Salary and Benefits:We offer a competitive salary of £70,000 per annum, dependent on experience, plus the...
-
Financial Management Specialist
4 days ago
East Midlands, United Kingdom Cherry Professional Full timeA commercially astute Senior Accountant is sought by a prominent manufacturing company in Loughborough to manage the finances of a £20 million revenue department.Key Job Duties:Create accurate monthly forecasts and bridge analyses for the profit and loss statement.Lead the preparation of month-end close, including journal entries and general ledger...