At a Glance
- Tasks: Build relationships and provide tailored financial advice to clients in North Yorkshire.
- Company: Join Newcastle Financial Advisers, a trusted name in personalised financial guidance.
- Benefits: Competitive salary, bonus scheme, flexible working, and generous leave policies.
- Other info: Inclusive workplace that values diversity and offers excellent career growth opportunities.
- Why this job: Make a real impact in your community while developing your career in finance.
- Qualifications: Level 4 qualified Financial Adviser with strong interpersonal skills.
The predicted salary is between 46756 - 70872 £ per year.
Newcastle Financial Advisers are excited to offer an opportunity for a Financial Adviser covering Pickering and North Yorkshire. For over 20 years, we've been proud to provide trusted and personalised financial advice to customers across our branch network, helping people make confident decisions about their financial future.
As a Financial Adviser, you'll be at the heart of those conversations. You'll build meaningful relationships, deliver high-quality face-to-face advice, and make a real difference within local communities across the region. You'll be supported by a dedicated administrative team, giving you the freedom to focus on what matters most: delivering exceptional advice and outstanding customer experiences. This role is primarily branch-based, with an expectation of spending 3 to 4 days per week within our North Yorkshire branch network.
In this role, you will:
- Build, nurture and grow relationships with internal and external introducers
- Manage a structured customer review process, ensuring every customer receives ongoing, tailored support
- 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 the wider North Yorkshire area to bring clear, expert advice to new and existing customers
- Review customers' financial circumstances and provide advice that supports their financial wellbeing and future planning
- Represent Newcastle Financial Advisers within local communities, helping build awareness and trust
- Identify and support the delivery of our Financial Education programme.
You're a Level 4 qualified Financial Adviser who is passionate about helping people make informed choices about their financial future. You thrive on building relationships, take pride in delivering clear and authentic advice, and enjoy working in a way that is collaborative, inclusive and customer-focused.
You’ll bring:
- Strong interpersonal and communication skills, with the confidence to build relationships quickly
- A track record of achieving and exceeding new advice, customer satisfaction and service expectations
- High standards of quality, accuracy and regulatory compliance
- A proactive, commercially and quality-focused mindset, with the ability to identify opportunities
- The flexibility to travel throughout Pickering and North Yorkshire and work closely with branch colleagues across the region
- The ambition to grow, succeed and make a positive impact in a supportive, people-focused environment
If you're passionate about delivering great advice, enjoy connecting with people, and want to make a meaningful difference across North Yorkshire, this is an exciting opportunity to continue developing your career with an organisation that values integrity, inclusivity and community impact.
About Us: The Newcastle Building Society Group comprises of Newcastle Building Society, Manchester Building Society, Newcastle Financial Advisers and Newcastle Strategic Solutions. Our purpose, connecting our communities with a better financial future inspires and directs our activities.
As an inclusive employer and member owned mutual, we aim to reflect the diverse communities we serve and encourage applications from candidates of all backgrounds. We believe everyone should feel valued, respected, and celebrated for who they are, we want colleagues to feel this is a place they belong. A place to be you.
What do you get in return? As well as receiving a competitive annual salary based on above-market pay scales, our reward package includes:
- Financial Corporate bonus scheme (on target 10%, up to a maximum 15%)
- Pension scheme (up to 9% employer contribution)
- Annual performance related pay reviews
- Colleague mortgage scheme
- Electric car salary sacrifice scheme
- Life assurance (4x salary) and income protection
- Access to our financial advisers
- Access to a range of high street and online discounts
- Work/Life Balance: A 35-hour weekly contract - We are happy to talk flexible working and welcome discussions
- 30 days’ annual leave + bank holidays
- The option to buy and sell up to 5 days’ holiday
- Above statutory family leave entitlement - 3 months full pay, 3 months half pay, regardless of gender or route to parenthood
- Health and Wellbeing: Private medical insurance
- Access to a health cash plan through a Medicash scheme
- Access to an employee assistance programme
- Free onsite gym at our Cobalt head office and access to discounted gyms
- Two paid volunteering days each year
- Cycle to work scheme
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 charlie.mcelhinney@newcastle.co.uk
Financial Adviser employer: Newcastle Building Society
Newcastle Building Society is an exceptional employer, offering a collaborative and innovative work culture that prioritises employee growth and development. With a strong focus on data governance and stewardship, you will have the opportunity to lead impactful projects while enjoying a hybrid working model that promotes work-life balance. Our commitment to modernising data platforms ensures that you will be at the forefront of industry advancements in a supportive environment.
Contact Details:
Newcastle Building Society Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Newcastle Building Society. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Newcastle Building Society.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Newcastle Building Society's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Newcastle Building Society
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Newcastle Building Society.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Newcastle Building Society will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Newcastle Building Society employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
