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 a select panel of our Agents who run agencies across the NFU Mutual Agency Network. 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 role has been identified as a Certified position under the Senior Managers and Certification Regime. Certified individuals’ details will be published on the FCA Directory and role-holders undergo annual screening to ensure they remain “fit and proper” to perform the role, and for the firm to re-certify them annually.
This role is certified as a:
• Role requiring a regulatory qualification under T&C requirements
• Client Dealing Function.
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.
You’re someone with a thorough understanding of compliance and regulatory requirements, and always make sure you work within required parameters at the required level. You love to build a great pipeline and the challenge of meeting the right number of clients to ensure you’re successful.
As well as all this, you’re a strategic thinker, with the ability to develop, implement and drive business plans to continually increase sustainable sales.
Ideally you are fully FPC (or equivalent) qualified plus full CAS, full QCA Level 4 qualification (e.g. CII Diploma in Financial Planning).
Benefits & Rewards
When you join our team, you can expect a supportive culture and an attractive range of rewards and benefits including:
• Salary – up to £60,000 - OTE of £100,000
• Uncapped Commission Scheme
• Annual bonus (up to 5%)
• Company Car
• Contributory pension scheme, up to 20%, including your 8% contribution
• 25 days annual leave + bank holidays + buy/sell holiday trading scheme
• 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
• 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 2022 award. We were also named in the LinkedIn Top 25 Companies List 2021.
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.