Financial Adviser (Building Society branches) North East/Newcastle area

Resource Matters
Newcastle upon Tyne
18 Mar 2017
17 Apr 2017
Contract Type
Full Time

Our client, a well respected Building Society are seeking an experienced Diploma Level 4 qualified Financial Adviser, ideally from a Bancassurance background to join their subsidiary Financial Advice team providing a wide range of regulated investment, pension and protection products and holistic advice to their customers (new and existing) across the branches in the Newcastle/North East area.

Responsibilities will include...

  • Generation of regulated new business for new and existing customers.
  • Delivery of a robust client review service.
  • Establish and maintain excellent relationships with branch colleagues.
  • Delivery of agreed corporate targets including customer satisfaction, sales, business quality and staff development.

Skills and Experience

As a commercially focused QCA Level 4 financial adviser, you will be able to demonstrate strong interpersonal and communication skills with a proven track record for achieving and exceeding new business and customer service expectations.

You will also demonstrate high standards of quality and compliance and possess the ambition to succeed in a thriving environment which will be rewarded through an excellent remuneration package incorporating basic salary, car allowance and bonus scheme.


  • £4272 car allowance
  • Potential OTE in excess of £55,000
  • Private Medical Insurance
  • 30 days annual leave