Financial Adviser

Jobtailor; Newcastle upon Tyne; On-site; GBP 40,000 - 65,000; Full time

Job summary

Newcastle Financial Advisers seeks a Level 4 Qualified Financial Adviser to build relationships, deliver tailored financial advice and uphold regulatory compliance across Pickering and North Yorkshire.

You will manage client reviews, generate introductions, and collaborate with branch colleagues to drive customer satisfaction and business growth while delivering exceptional face-to-face experiences.

Qualifications

• Level 4 Qualified Financial Adviser with regulatory compliance.
• Strong interpersonal and communication skills.
• Track record of achieving and exceeding new advice and customer satisfaction.
• Proactive, commercially and quality-focused mindset.
• Ability to identify opportunities and travel across Pickering and North Yorkshire.
• Works well with branch colleagues across the region.
• Passion for helping people make informed financial choices.

Responsibilities

• 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.

Skills

Interpersonal skills

Communication skills

Customer service

Education

Level 4 Qualification

Job description

• 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