North Yorkshire Financial Adviser – Flexible & Local

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

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.