Salary: Competitive Basic Salary with £100,000 OTE, Car and benefits
* Providing holistic financial planning advice to existing NFU Mutual customers
* Partnering with local Agencies of NFU Mutual and developing relationships with their customers
* Field-based position with frequent travel around Kent, Surrey and East Sussex
About the role
NFU Mutual is growing, and as a Financial Advisor you’ll be at the heart of this growth, providing advice for life insurance, pensions, investments, wealth management, and inheritance tax to a broad range of customers.
Why is this important to you? Well, as a Financial Advisor, you’ll work closely with Agencies in the NFU Mutual Agency Network in the Kent, Surrey, and East Sussex regions. Each agency has an average of 2,500 customers and agency staff who’ll work to deliver a full diary just for you. Your drive, vision, and personal ambition are the only limit to your future earning potential.
You’ll develop strong customer relationships from warm leads, with a range of customers from small investors to high net worth individuals. You’ll also continue our tradition of providing excellent personal service by understanding each customer’s circumstances and helping to protect them, their families, and businesses.
As a mutual, we’re owned by our customers, so it’s vital we always do the right thing for them. That’s why we’re proud of our impressive 95% policy renewal rate and high customer satisfaction scores. These results show how much our customers across the UK appreciate our approach.
About you
We’re looking for people like you—dedicated to delivering the best financial outcomes for clients. You’re competitive, love to exceed expectations, and are driven to be the best at what you do.
An expert at building trusting relationships, you’ll work with NFU Mutual Agents to offer advice on Life, Pensions, and Investments to both new and existing customers.
We are keen to speak with candidates with the following skills and experience:
* Fully FPC (or equivalent) qualified plus full CAS, full QCA Level 4 qualification (e.g., CII Diploma in Financial Planning)
* Experience of delivering regulated financial advice to UK customers, face-to-face
* Strong knowledge of UK financial services regulatory and compliance frameworks
* Good knowledge of end-to-end sales processes, preferably with introducers
* Knowledge of developments in the UK financial services industry
This is a homeworking role requiring multi-site travel up to 4 days per week to Agents of NFU Mutual, customers, and offices.
Certification
This role is subject to certification, which applies to key roles within the organization that meet set criteria defined by our regulators.
Certified Function
This role is subject to certification for MSIL due to being identified as:
Function Requiring Qualification
A role that requires a regulatory qualification as defined within the FCA Training & Competence (T&C) Sourcebook.
Client Dealing, previously CF30
A person performing client-dealing functions such as advising on investments, dealing, and arranging.
At NFU Mutual, we support an inclusive workplace and value all differences. We celebrate creativity and innovation from diverse perspectives and experiences, sharing a common vision of doing the right thing for our customers and employees.
We recognize that some candidates may face barriers during recruitment. We encourage discussions about any adjustments or accommodations needed to support your application.
We’re proud to be a Disability Confident Employer, a Race at Work and Women in Finance Charter signatory, welcoming applications from all backgrounds regardless of age, ethnicity, disability, neurodiversity, gender, religion, marital status, sexual orientation, or socioeconomic background.
Benefits and Rewards
Joining our team, you can expect a supportive culture and a range of rewards including:
* Annual bonus (up to 5% of salary)
* Contributory pension scheme, up to 20%, including your 8% contribution
* 25 days annual leave + bank holidays + buy/sell/save holiday trading scheme*
* A Family Friendly policy to help balance work and family responsibilities
* Access to savings at high street brands, travel, and supermarkets
* £20 contribution to a monthly gym membership – T&Cs apply
* Health and wellbeing plan—cashback for dental, opticians, physio, and more
* Access to voluntary benefits, including health assessments, private medical and dental insurance
* Employee volunteering—one day annually in the community
* Unlimited Refer a Friend £500 bonus scheme
* Life Assurance cover of 4x salary
* Employee discounts of 15% on NFU Mutual insurance policies
*Plus any additional annual leave accrued per our Service Loyalty Policy
Working at NFU Mutual
We’re one of the UK’s leading general insurance and financial services companies. For over 110 years, we’ve put our customers at the heart of everything we do. Our people are just as important to us.
We pride ourselves on being “a great place to work.” Our Gallup Exceptional Workplace 2025 award was awarded with Distinction, and we are the first UK-based company to receive ten consecutive years of this recognition. We are also featured in LinkedIn’s Top 15 Companies 2025 list of ‘Best midsize employers to grow your career in the UK,’ the Glassdoor Best Places to Work UK List 2023 and 2024, and recognized as a certified UK Top Employer in 2023, 2024, and 2025.
We offer a supportive culture that empowers and inspires our people to perform, grow, and be recognized and rewarded for their contributions. Our team is proud to work for a company that respects and trusts its employees and communities, ensuring our ongoing success.
We have over 300 local Agency offices across the UK, serving existing customers and attracting new ones. From our rural roots, we’ve grown into a UK-wide organization, turning over £1 billion annually. Despite our growth, we remain committed to being customer-focused, down-to-earth, and dedicated to the communities we serve.
Our ethos of trust, respect, and personal service underpins all we do, building an enviable reputation for loyalty. With over 110 years in business, we have big ambitions for the future and are seeking talented individuals to join our expanding organization—talented people like you.
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