Financial Adviser

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

Our Purpose – connecting our communities with a better financial future – inspires and directs all our 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.

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

Recognising there’s no one-size-fits-all approach to recruitment, we’re committed to ensuring every candidate has the opportunity to showcase their full potential throughout the recruitment process. We strive to make our processes as accessible as possible, if there are any ways in which we can provide support or make adjustments, we would love to discuss this with you, you can contact your Recruiter for this vacancy at sarah.smith@newcastle.co.uk