Financial Adviser - Teesside, United Kingdom - Newcastle Building Society

Newcastle Building Society

Verified Company

Teesside, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

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.

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: