Financial Adviser

newcastle; Pickering; On-site; GBP 47,000 - 71,000; Full time

Benefits offered by this job

Bonus scheme (on target 10%, up to 15%

Car allowance

Pension scheme

Life assurance

Private medical insurance

Annual leave 30 days + bank holidays

Job summary

Newcastle Building Society's Newcastle Financial Advisers is seeking a Level 4 qualified Financial Adviser to cover Pickering and North Yorkshire. You’ll deliver face-to-face advice, build relationships with clients and introducers, and help local communities make informed financial decisions.

This branch-based role requires 3–4 days per week within the North Yorkshire branch network, supported by an admin team to focus on delivering exceptional advice and customer experiences.

Qualifications

• Level 4 Financial Adviser qualification is required.
• Experience delivering face-to-face financial advice.
• Strong knowledge of regulatory requirements and best practices.

Responsibilities

• Build, nurture and grow relationships with introducers and clients.
• Manage a structured customer review process for ongoing tailored support.
• Generate new introductions through trust and excellent service.
• Contribute to customer satisfaction, quality and business growth goals.
• Partner with branch colleagues across Pickering and North Yorkshire to provide expert advice.
• Review customers' financial circumstances and provide suitable advice.
• Represent Newcastle Financial Advisers within local communities.
• Support delivery of the Financial Education programme.

Skills

Relationship building

Communication skills

Regulatory compliance

Financial advice delivery

Travel flexibility

Education

Level 4 Financial Adviser qualification

Job description

Job Posting Title

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?

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

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