Financial Adviser

Newcastle Financial Advisers Limited; Pickering; On-site; GBP 47,000 - 71,000; Full time

Benefits offered by this job

Bonus scheme

Car allowance

Pension scheme

Annual performance pay

Mortgage scheme

Electric car salary sacrifice

Life assurance (4x salary)

Income protection

Access to financial advisers

Discounts

Job summary

Newcastle Financial Advisers Limited is seeking a Level 4 Financial Adviser to deliver tailored, compliant face-to-face advice across Pickering and North Yorkshire. You will nurture relationships with customers and introducers, review financial circumstances, and contribute to growth while partnering with local branches.

The role emphasizes high-quality service, regulatory compliance, and a collaborative, community-focused approach. Travel across the region is expected.

Qualifications

• Level 4 qualified Financial Adviser
• Ability to build trusted client relationships
• Delivery of compliant, high-quality face-to-face advice

Responsibilities

• Build and grow relationships with introducers
• Manage customer reviews and provide tailored ongoing support
• Generate new introductions through excellent service
• Contribute to customer satisfaction, growth and personal development
• Collaborate with branch teams across Pickering and North Yorkshire
• Review clients' financial circumstances to provide guidance
• Represent the company in local communities
• Support delivery of Financial Education programme

Skills

Interpersonal skills

Communication

Relationship building

Regulatory compliance

Education

Level 4 Financial Adviser

Tools

None

Job description

Financial Adviser Salary Band Salary Band: £46,756 - £70,872 (plus bonus scheme) & Car allowance Grade:MP3 Job Description

About the Role 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:

• 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

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

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

Company: Newcastle Financial Advisers Limited People are the focus of absolutely everything we do. We believe in people, we care deeply about their hopes, their dreams and their wellbeing. And that applies equally to our customers, our communities and our colleagues – which means you, if you choose to work here. it's important to us that you know if you join us we will welcome you, respect you, encourage you and help you to achieve your goals.