Job details

Financial Advisor

Region: Wales

Location: Dolgellau

Contract type: Permanent

Reference number: SADI02235

Working pattern: Full-time

Salary: Competitive Basic Salary with OTE of £100k and company car

Closing date: 11th March 2024

Apply now

Financial Advisor


  • Providing holistic financial planning advice to existing NFU Mutual customers

  • Partnering with 3 local Agents of NFU Mutual and developing relationships with their customers

  • Field based position with frequent travel around North West Wales

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 3 of our Agents who run agencies in the NFU Mutual Agency Network in North West/Mid Wales. 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 which requires multi-site travel up to 4 days a week to Agents of the NFU Mutual and customers.


 


Certification


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.


 


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 a 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 and welcome applications from people of all backgrounds, regardless of ethnicity, disability, gender, religion, sexual orientation, long-term health, or Protected Characteristics.

Benefits and Rewards

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



  • Competitive basic salary and OTE of £100,000

  • Uncapped Commission Scheme

  • Company car/ allowance

  • 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 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.

Apply now

Dolgellau

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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

Email me

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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.