Financial Advisor

2 days ago

North Yorkshire, United Kingdom Newcastle Building Society Full time

The Financial Advisor role is an exciting and rewarding role which reflects the Society’s commitment to providing face to face holistic financial advice through its branch network.

As a Financial Advisor you are responsible for:

- Reviewing clients’ financial circumstances and advising on their financial future
- Managing a structured client review process
- Developing and maintaining relationships with both branches and external introducers
- Achieving corporate targets (including customer satisfaction, sales, business quality and staff development)

About You

As a commercially focused QCA Level 4 Financial Advisor, you will be able to demonstrate strong interpersonal and communication skills with 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 Financial Advisors is the Society’s financial advice subsidiary and has been providing trusted advice to new and existing customers for over 17 years. Our teams of Financial Advisors deliver expert face-to-face advice to customers across our entirebranch network, supported by a dedicated back-office team providing technical and administrative services.

We deliver a restricted advice service through our Appointed Representative partnership with Openwork, one of the UK’s largest financial advisory networks. The Openwork proposition provides access to a wide range of investment, pension and protection productsfrom some of the UK’s biggest financial brands to meet the financial planning needs of our customers.

As part of Newcastle Building Society, you will be working in an exciting, friendly and fast-paced workplace, with great opportunities for self-development and career progression where you can realise your potential and do your best work.

For full details along with a comprehensive breakdown of what we’re looking for, please download the role profile.

**In addition to joining a great team within a truly local organisation, our colleagues also benefit from**:

- 30 Days Holiday Allowance + Bank Holidays
- Aviva Private Medical Insurance with Digital GP
- Corporate Bonus Scheme (paid annually)
- Subsidised Event Tickets
- Flexible Working Hours
- Generous Pension Scheme
- Performance Related Pay
- Volunteering Days
- Working from home supplement upon joining

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