Financial Adviser
Responsibilities
* Providing holistic financial planning advice to existing NFU Mutual customers
* Partnering with a local Agency of NFU Mutual and developing relationships with their customers
* Field based position with frequent travel around New Forest and Isle of Wight
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.
As a Financial Advisor, you’ll work closely with 1-3 Agents in the NFU Mutual Agency Network in New Forest and Isle of Wight. 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 getting to know each customers’ 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.
This is a homeworking role requiring multi‑site travel up to 4 days per week to Agents of NFU Mutual, customers and NFU Mutual offices.
About You
We’re looking for people like you. People dedicated to delivering the best financial outcomes for clients. You’re competitive, someone who loves to exceed expectations, both ours and our customers. You’re driven to be the best at what you do.
An expert at building trusting relationships, you’ll easily work with a panel of NFU Mutual Agents to offer advice on a range of NFU Mutual products across Life, Pensions and Investments to both new and existing customers. We are keen to speak with candidates with the following skills and experience.
Qualifications
* 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 on a face‑to‑face basis
* Strong knowledge and understanding of the UK financial services regulatory and compliance framework.
* Good knowledge of end‑to‑end sales processes, preferably working with introducers.
* Knowledge of developments in the UK financial services industry.
Certification
This role is subject to certification for MSIL due to being identified as a client‑dealing role that requires a regulatory qualification as defined within the FCA Training & Competence (T&C) Sourcebook. Responsibilities include advising on investments and performing other related functions such as dealing and arranging.
Inclusion & Diversity
At NFU Mutual, we support an inclusive workplace and value all the differences that make us unique. We celebrate the creativity and innovation that comes from diverse perspectives and experiences and share a common vision of doing the right thing for our customers and employees. We recognise that some candidates may experience barriers during the recruitment process, so we encourage candidates to discuss any adjustments or accommodations they need to be the best they can be throughout our recruitment process. We’re proud to be a Disability Confident Employer, a Race at Work and Women in Finance Charter signatory and welcome applications from people of all backgrounds, regardless of age, ethnicity, disability, neurodiversity, gender, religion, marital status, sexual orientation, or socioeconomic background.
Benefits & Rewards
* Competitive Salary with £130,000 OTE
* Company car scheme
* Uncapped commission scheme
* 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 that helps you balance your work and family responsibilities
* Access to savings at High Street brands, travel and supermarkets
* £20 contribution to a monthly gym membership – subject to T&Cs
* Health and wellbeing plan – cashback for dentist, opticians, physio and more
* Access to voluntary benefits, including health assessments, private medical insurance and dental insurance
* Employee Volunteering – volunteer in the community for one day each year
* Unlimited access to Refer a Friend £500 bonus scheme
* Life Assurance cover of 4 × salary
* Employee discounts of 15% on a range of NFU Mutual insurance policies.
* Salary sacrifice employee car scheme – subject to eligibility
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