Financial Services Professional

1 month ago


North East, United Kingdom Newcastle Building Society Group Full time
Financial Adviser - Durham

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

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