At a Glance
- Tasks: Support customers and advisers with administrative tasks in a fast-paced environment.
- Company: Join Newcastle Financial Advisers, a people-focused and inclusive employer.
- Benefits: Competitive salary, flexible working, generous leave, and health perks.
- Other info: Dynamic team culture with opportunities for personal and professional growth.
- Why this job: Make a real difference in people's financial journeys while developing your skills.
- Qualifications: Strong communication skills and experience in customer service or administration.
The predicted salary is between 26513 - 31757 £ per year.
We are looking for a proactive and detail-oriented Financial Advice Support Coordinator to join our Operational function on a Family Leave. In this role, you will play an important part in supporting both our customers and Financial Advisers, helping to deliver an efficient, accurate, and high-quality service experience.
You will be responsible for managing a wide range of administrative tasks and ensuring that all activities are completed within agreed Service Level Agreements and in line with our Quality Assurance framework. This includes supporting the delivery of our ongoing service proposition through appointment scheduling, evidence recording, and report production.
A key part of the role involves processing pension gathering caseloads and legacy asset administration, as well as producing reports and maintaining accurate records. You will regularly liaise with third parties to support positive customer outcomes and will often act as a point of contact for customer queries. In handling these queries, you will support customers through important and sometimes sensitive changes in circumstances, such as power of attorney arrangements or bereavement cases, ensuring these are managed with care and efficiency.
About You
You are enthusiastic, organised, and committed to delivering excellent customer service. You thrive in a fast-paced environment and are confident managing competing priorities while maintaining a high level of accuracy in your work.
You have strong written and verbal communication skills and are able to build effective working relationships with both colleagues and customers. Your organisational and prioritisation skills enable you to consistently meet deadlines and work within Service Level Agreements. You approach your work with a “right first time” mindset and demonstrate a high level of attention to detail.
You are resilient and adaptable, with the ability to respond positively to changing priorities. You are comfortable working both independently and as part of a team and are confident using IT systems, particularly Microsoft Word and Excel. Ideally, you will have some knowledge of financial services, particularly within an advisory environment.
You will bring experience from an administrative role and a customer service environment, along with a proven track record of working to targets, time constraints, or SLAs.
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?
- Competitive annual salary based on above-market pay scales
- Corporate bonus scheme (on target 5%, up to a maximum 10%)
- 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
- 25 days’ annual leave + bank holidays
- The option to buy and sell up to 5 days’ holiday
- Hybrid working
- Above statutory family leave entitlement - 3 months full pay, 3 months half pay, regardless of gender or route to parenthood
Health and Wellbeing
- 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.
Financial Advice Support Coordinator - Family Leave Cover in Newcastle upon Tyne employer: Newcastle
As an Assistant Night Manager at our prestigious five-star hotel, you will be part of a dynamic team dedicated to delivering exceptional guest experiences in a luxurious environment. Our commitment to employee growth is reflected in our comprehensive training programmes and supportive work culture, where your contributions are valued and recognised. Located in a vibrant area, we offer unique advantages such as flexible working hours and opportunities for career advancement within the hospitality industry.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advice Support Coordinator - Family Leave Cover in Newcastle upon Tyne
✨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. 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 Advice Support Coordinator - Family Leave Cover in Newcastle upon Tyne
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.
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'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
✨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.
✨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 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 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.
