Employer: NFU Mutual
Location: Barnstaple, South West, Great Britain
Salary: Competitive Basic Salary with £100,000 OTE, Car and benefits
Closing date: 12 Oct 2024
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 around North Devon including Exeter, Barnstaple and the wider area.
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.
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.
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:
* Competitive Salary with OTE £100,000
* 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
* 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'.
Apply now!
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