Financial Adviser

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 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.

About You

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:

• Corporate bonus scheme (on target 10%, up to a maximum 15%)
• Pension scheme (up to 9% employer contribution)
• Annual performance related pay reviews
• 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 gym’s
• 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 [e-mail]