Financial Adviser

1 day ago


Barnard Castle, United Kingdom Newcastle Building Society Full time

About the Role

Newcastle Financial Advisers are delighted to be recruiting in the County Durham area. We have been providing trusted advice to new and existing customers for over 20 years. Our teams of Financial Advisers deliver expert face-to-face advice to customers across our entire branch network, supported by a dedicated back-office team providing technical and administrative services.

As a Financial Adviser you are responsible for:

- Developing and maintaining relationships with both internal and external introducers
- Managing a structured client review process
- Pro-actively gaining referrals from existing clients
- Achieving corporate goals (including customer satisfaction, sales, business quality and staff development
- Working with branch colleagues to deliver advice, benefit and value to new customers in and around the area
- Developing a Financial Advice presence in the community
- Reviewing existing clients’ financial circumstances and advising on their financial future

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

We know our colleagues play a key part in our success and as an IIP Platinum rated employer we’re proud to offer competitive salaries based on above-market pay scales and a fantastic reward packaging including:
For full details along with a comprehensive breakdown of what we’re looking for, please download the role profile.

What do you get in return? As well as receiving a competitive annual salary based on above-market pay scales, our reward package includes:

- A 35-hour weekly contract + 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

Additional pay:

- Bonus scheme

**Benefits**:

- Company pension
- Private medical insurance
- Work from home

Schedule:

- Monday to Friday

Work Location: Hybrid remote in Barnard Castle


  • Customer Adviser

    1 week ago


    Barnard Castle, United Kingdom Newcastle Building Society Full time

    **About the Role** Would you like to be part of a team who has won Best Regional Building Society for 9 years running? A team who believes that keeping financial advice on our high streets is important for everyone in our local communities. Do you thrive in a face-to-face customer focused environment? If so, our Customer Adviser role could be the perfect...


  • Castle Vale, United Kingdom Ortus Psr Full time

    **Financial Services Administrator** **Location: Birmingham** **Salary: £18,000 - £25,000** The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study supportto sustain...

  • Hospitality Assistant

    2 weeks ago


    Barnard Castle, United Kingdom Anchor Trust Full time

    **This role is for 3 Days per week** **Shift Times are**: **09.30am - 3.30pm (alternative weekend work is required with the ideal person flexible to work for events as required)** **Responsibilities will include**: - Providing a fantastic dining experience in a luxury environment, for customers and their guests in the restaurant as part of a larger,...


  • Barnard Castle, United Kingdom Boots Full time

    Summary Job Reference: - 228161BR Barnard Castle, Market Place Fixed Term 22.5 hours per week **The hourly rate for this role is £12.00 and up to £13.15 across selected locations within London. The hourly rate will increase after 6 months in role.** No previous experience is required, and full training will be provided. **The importance of your...

  • Parts Assistant

    1 day ago


    Barnard Castle, United Kingdom Carrs Billington Full time

    A rare opportunity is available at our Barnard Castle Machinery Branch, where we are looking for someone who can be our front of house in the parts department. **ABOUT US** Every day we provide rural and agricultural communities with the support they need to succeed. Whether they are after a healthier herd or flock, increased yields, faster growth rates, a...


  • Barnard Castle, United Kingdom Ministry of Justice UK Full time

    General InformationSalary£71,027 - £78,129Working PatternFull Time, Part Time, Part Time/Job Share, Flexible WorkingVacancy ApproachExternalLocationBarnard Castle, Brough, Doncaster, Durham, Hull, Leeds, Stockton-on-Tees, Wetherby, YarmRegionNorth EastClosing Date29-Dec-2025Business UnitPsychology ServicesPost TypePermanentCivil Service GradeGrade 7Number...

  • Ifa Administrator

    5 days ago


    Castle Vale, United Kingdom Ortus Psr Full time

    **IFA Administrator** **Location: Birmingham** **Salary: £18,000 - £25,000** The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study supportto sustain their...

  • Site Director

    3 days ago


    Castle Donington, United Kingdom Harrison Scott Associates Full time

    Job Title: Site Director – BPO Salary: £Executive Level Package Location: East Midlands Reference: J89150 Contact: Telephone: 0141 647 6688 Categories: , , A leading company in the sector they operate in is looking for a Site Director to lead the site Senior Management Team with the primary responsibility of delivering or exceeding the agreed P & L...

  • Operations Director

    3 days ago


    Castle Donington, United Kingdom Harrison Scott Associates Full time

    Job Title: Operations Director Salary: £Highly Attractive Package Location: East Midlands Reference: J2791 Contact: Telephone: 0141 647 6688 Categories: , , , A major East Midlands printing company is looking to fill the key role of Operations Director, ensuring organisational effectiveness by providing leadership for the site’s production and...


  • Castle Donington, United Kingdom Harrison Scott Associates Full time

    Job Title: Print Operations Director Salary: £Substantial Package Location: East Midlands Reference: J78893 Contact: Telephone: 0141 647 6688 Categories: , , , A major East Midlands printing company is looking to fill the key role of Operations Director, ensuring organisational effectiveness by providing leadership for the site’s production and...