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Financial Services Professional

2 months ago

Barnard Castle, United Kingdom Newcastle Building Society Full time
About the Role

Newcastle Building Society is seeking a skilled Financial Adviser to join our team. As a Financial Adviser, you will play a crucial role in delivering expert face-to-face advice to customers across our branch network.

Key Responsibilities:

  • Develop and maintain relationships with internal and external introducers
  • Manage a structured client review process to ensure customers receive tailored advice
  • Proactively identify opportunities to gain referrals from existing clients
  • Achieve corporate goals, including customer satisfaction, sales, business quality, and staff development
  • Collaborate with branch colleagues to deliver advice, benefits, and value to new customers
  • Develop a strong Financial Advice presence in the community
  • Review existing clients' financial circumstances and advise on their financial future

About You

We are looking for a commercially focused QCA Level 4 Financial Advisor with strong interpersonal and communication skills. You will have a proven track record of 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 a member-owned mutual that aims to reflect the communities we serve. We encourage applications from candidates from a variety of backgrounds and life experiences, providing the diversity of thought required to drive innovation.

We offer a competitive salary based on above-market pay scales and a comprehensive reward package, including:

  • A 35-hour weekly contract with 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