Job details

Financial Advisor

Region: North East

Location: Sheffield

Contract type: Permanent

Reference number: SADI02263

Working pattern: Full-time

Salary: Competitive Basic Salary + £100k OTE + company car

Closing date: 15th December 2023

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Financial Advisor

  • Providing holistic financial planning advice to existing NFU Mutual customers

  • Partnering with 2 local Agents of NFU Mutual and developing relationships with their customers

  • Field based position with frequent travel to Chesterfield and Sheffield regions

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 2 of our Agents who run agencies in the NFU Mutual Agency Network covering Chesterfield and Sheffield 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 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


This role is subject to certification. Certification applies to key roles within the organisation 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 person carrying out a role that requires a regulatory qualification as defined within the FCA Training & Competence (T&C) Sourcebook.

Client Dealing, previously CF30

A person who performs the client-dealing certification function which involves any of the following; advising on investments and performing other functions related to this such as dealing and arranging

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;

  • 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

Benefits and Rewards

When you join our team, you can expect a supportive culture and an attractive range of rewards and benefits including:   

  • Salary competitive basic and OTE £100,000

  • Annual bonus (up to 5% of salary)  

  • Company car/ allowance

  • 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 x salary

  • Employee discounts of 15% on a range of NFU Mutual insurance policies. 

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” and are one of only 39 companies across the globe, and the only organisation with headquarters in the UK, to receive a Gallup Exceptional Workplace 2023 award. We were also named in the LinkedIn Top 25 Companies List 2021 and the Glassdoor Best 50 Workplaces List 2023.
We offer a supportive culture where we empower and inspire our people to perform, offer them opportunities to grow, and recognise and reward their contribution. Our people are proud to work for a company that respects them and their communities, and they trust us to be financially sustainable, so we are successful now and in the future.

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We have over 300 local Agency offices across the UK who look after existing customers and attract new ones.

Visit the Our local Agency Network office

Vacancy managed by

Jeremy Warner

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About NFU Mutual

We are a leading provider of General Insurance and Financial Services. From our strong farming roots we’ve grown to become a UK-wide organisation, turning over £1billion annually. Yet success hasn’t gone to our heads. We’re proud to remain completely customer focused, down-to-earth and committed to the rural communities we’ve grown from.

Our ethos - of trust, respect and personal service - lies at the heart of all we do and has seen us build an enviable reputation for exceptional member loyalty. Though we’ve been in business for over 110 years, we have big ambitions for the future. And that’s why we’re looking for talented people to join our growing organisation. Talented people like you.