Financial Advice Support Coordinator - Family Leave Cover

Job Posting Title

Financial Advice Support Coordinator - Family Leave Cover

Salary Band

Salary- £26,513-£31,757

Grade LC3

Job Description

About the role

We are looking for a proactive and detail-oriented Financial Advice Support Coordinator to join our Operational function on a Family Leave In this role, you will play an important part in supporting both our customers and Financial Advisers, helping to deliver an efficient, accurate, and high-quality service experience.

You will be responsible for managing a wide range of administrative tasks and ensuring that all activities are completed within agreed Service Level Agreements and in line with our Quality Assurance framework. This includes supporting the delivery of our ongoing service proposition through appointment scheduling, evidence recording, and report production.

A key part of the role involves processing pension gathering caseloads and legacy asset administration, as well as producing reports and maintaining accurate records. You will regularly liaise with third parties to support positive customer outcomes and will often act as a point of contact for customer queries. In handling these queries, you will support customers through important and sometimes sensitive changes in circumstances, such as power of attorney arrangements or bereavement cases, ensuring these are managed with care and efficiency.

About You

You are enthusiastic, organised, and committed to delivering excellent customer service. You thrive in a fast-paced environment and are confident managing competing priorities while maintaining a high level of accuracy in your work.

You have strong written and verbal communication skills and are able to build effective working relationships with both colleagues and customers. Your organisational and prioritisation skills enable you to consistently meet deadlines and work within Service Level Agreements. You approach your work with a “right first time” mindset and demonstrate a high level of attention to detail.

You are resilient and adaptable, with the ability to respond positively to changing priorities. You are comfortable working both independently and as part of a team and are confident using IT systems, particularly Microsoft Word and Excel. Ideally, you will have some knowledge of financial services, particularly within an advisory environment.

You will bring experience from an administrative role and a customer service environment, along with a proven track record of working to targets, time constraints, or SLAs.

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 5%, up to a maximum 10%) 

• 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 

• 25 days’ annual leave + bank holidays 

• The option to buy and sell up to 5 days’ holiday   

• Hybrid working

• Above statutory family leave entitlement - 3 months full pay, 3 months half pay, regardless of gender or route to parenthood 

Health and Wellbeing  

• 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 possible, if there are any ways in which we can provide support or make adjustments, we would love to discuss this with you, you can contact your Recruiter for this vacancy at [email protected]

Company:

Newcastle Financial Advisers Limited