Financial Adviser Pickering, England
Job description
About the role:
The Financial Adviser 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 Adviser you are responsible for:
- Reviewing exisitng clients’ financial circumstances and advising on their financial future
- Managing a structured client review process
- Gaining Referrals from existing clients
- Developing and maintaining relationships with both internal and external introducers
- Achieving corporate goals (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 entire branch 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 products from 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.
As an inclusive employer and a member owned mutual, we aim to reflect the communities we serve in order to drive the right colleague, customer and business outcomes. We encourage applications from candidates from a variety of backgrounds and life experiences, providing the diversity of thought required to constructively challenge and drive innovation.
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
Job Types: Full-time, Permanent
Salary: £41,969.00-£59,161.00 per year
Benefits:
- Company pension
- Cycle to work scheme
- Free parking
- Gym membership
- Life insurance
- On-site parking
- Private medical insurance
- Referral programme
- Sick pay
- Wellness programme
- Work from home
Schedule:
- Day shift
- Holidays
- Monday to Friday
Supplemental pay types:
- Bonus scheme
- Yearly bonus
Experience:
- Paraplanning: 1 year (preferred)
Work Location: On the road
Reference ID: FA
