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 across East Sussex, Kent and surrounding areas
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.
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.
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.
Certification
This role is subject to certification. Certification applies to key roles within the organisation that meet set criteria defined by our regulators.
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 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.
Benefits and Rewards
When you join our team, you can expect a supportive culture and an attractive range of rewards and benefits including:
• Competitive Salary up to £100k OTE
• Company car 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
• Employee Volunteering - volunteering 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 we're one of only 60 companies across the globe to receive a Gallup Exceptional Workplace 2024 award.
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.
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