Community-Focused Financial Adviser – North Yorkshire

Newcastle Building Society; Harrogate; On-site; GBP 42,000 - 62,000; Full time

Benefits offered by this job

Corporate bonus scheme (10–15% on tgt)

Pension scheme

Annual performance reviews

Electric car salary sacrifice scheme

Life assurance (4x salary)

Access to financial advisers

Discounts on high street and online

Job summary

Newcastle Financial Advisers, part of the Newcastle Building Society group, is seeking a Financial Adviser to cover Pickering and North Yorkshire. The role is branch-based with 3–4 days per week in our North Yorkshire branch network, focusing on delivering high-quality face-to-face advice and exceptional customer experiences.

The ideal candidate is Level 4 qualified, with strong interpersonal skills, a track record of achieving targets, regulatory compliance, and a proactive, customer-focused

Qualifications

• Strong interpersonal and communication skills with the confidence to build relationships quickly.
• Track record of achieving and exceeding new advice, customer satisfaction and service expectations.
• High standards of quality, accuracy and regulatory compliance.

Responsibilities

• 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.

Skills

Interpersonal skills

Communication

Relationship building

Regulatory compliance

Opportunity identification

Travel flexibility

Education

Level 4 Financial Adviser qualification

Job description

Newcastle Financial Advisers, part of the Newcastle Building Society group, is seeking a Financial Adviser to cover Pickering and North Yorkshire. The role is branch-based with 3–4 days per week in our North Yorkshire branch network, focusing on delivering high-quality face-to-face advice and exceptional customer experiences.

The ideal candidate is Level 4 qualified, with strong interpersonal skills, a track record of achieving targets, regulatory compliance, and a proactive, customer-focused