- Build, nurture and grow relationships with internal and external introducers
- Manage a structured customer review process
- Generate new introductions through trust, rapport and excellent service
- Contribute to goals across customer satisfaction, quality, business growth and personal development
- Partner with branch colleagues across Pickering and North Yorkshire
- Review customers’ financial circumstances and provide tailored financial advice
- Represent Newcastle Financial Advisers within local communities
- Identify and support delivery of the Financial Education programme
- Deliver high-quality face-to-face advice and outstanding customer experiences
Requirements
- Level 4 qualified Financial Adviser
- Strong interpersonal and communication skills
- Track record of achieving and exceeding new advice, customer satisfaction and service expectations
- High standards of quality, accuracy and regulatory compliance
- Proactive, commercially and quality-focused mindset
- Ability to identify opportunities
- Flexibility to travel throughout Pickering and North Yorkshire
- Ability to work closely with branch colleagues across the region
- Passion for helping people make informed financial choices
Core Competencies
Demonstrates expertise as a Level 4 Qualified Financial Adviser, providing tailored financial advice while ensuring high standards of quality, accuracy, and regulatory compliance. Excels in building relationships and delivering outstanding customer experiences across Pickering and North Yorkshire.
Highest-signal resume keywords
- Level 4 Qualified Financial Adviser
- Customer Satisfaction
- Regulatory Compliance
- Interpersonal Skills
- Financial Advice
Soft Skills
- Strong Communication Skills
- Proactive Mindset
- Flexibility
Certifications & Qualifications
- Level 4 Qualification
Industry Keywords
- Financial Education Programme
- Customer Review Process
- Business Growth
- Trust and Rapport
- Tailored Financial Advice
#J-18808-Ljbffr
Financial Adviser in Newcastle upon Tyne employer: Jobtailor
As a Client Services Coordinator at our dynamic company, you will thrive in a supportive work culture that prioritises employee growth and development. We offer comprehensive training, opportunities for advancement, and a collaborative environment where your contributions are valued. Located in a vibrant area, our team enjoys a healthy work-life balance and the chance to engage with diverse clients, making every day rewarding and meaningful.
