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Financial Adviser (4)

North East  Permanent  Full Time

Salary: £37,452.00 - £37,454.00  Per Annum

OTE: £55,000.00

Job Description:

Newcastle Financial Advisers Limited is the Society’s financial advice subsidiary and has been providing trusted advice to new and existing customers for over 13 years. Our team of Financial Advisers deliver expert face-to-face advice to customers across our branch network and are supported by a dedicated administration function.

We provide a restricted advice service. Our proposition gives our advisers 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

Role Summary

We are looking to recruit a Financial Adviser (FA) within Newcastle Financial Advisers Limited (NFAL) a wholly owned subsidiary of the Newcastle Building Society.

The FA is an exciting and challenging role which reflects the Society’s commitment to providing face to face holistic financial advice through its branch network. The role will report in to one of our Divisional Sales Managers and will have responsibility for advising on a range of regulated financial services products under our Appointed Representative relationship with Openwork.

Responsibilities will include...

  • Generation of regulated new business for NBS and non-NBS customers.
  • Delivery of a robust client review service.
  • Establish and maintain excellent relationships with branch colleagues.
  • Delivery of agreed corporate targets including customer satisfaction, sales, business quality and staff development.

Skills and Experience

As a commercially focused QCA Level 4 financial adviser, 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 which will be rewarded through an excellent remuneration package incorporating basic salary, car allowance and bonus scheme.

Benefits

  • £4272 car allowance
  • Potential OTE in excess of £55,000
  • Private Medical Insurance
  • 30 days annual leave 

 

Job Level: Mid-Senior Level

Start Date: 01/01/0000

Education Level: 

Industry:  Banking & Financial Services

Function:  Accounting, Banking & Finance

Skills Required:

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