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Employer NFU Mutual Location Aberdeen, Scotland, Great Britain Salary Competitive Basic Salary with £100,000 OTE, Car and benefits Closing date 25 Sep 2024
Financial Advisor
• Providing holistic financial planning advice to existing NFU Mutual customers
• Partnering with a local Agency of NFU Mutual and developing relationships with their customers
• Field based position with frequent travel across Moray and Aberdeenshire
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 in the NFU Mutual Agency Network in the Moray and Aberdeenshire region. 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 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.
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 the 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, a Race at Work and Women in Finance Charter signatory and welcome applications from people of all backgrounds, regardless of age, ethnicity, disability, neurodiversity, gender, religion, marital status, sexual orientation, or socioeconomic background.
Benefits and Rewards
When you join our team,you can expecta supportive cultureandanattractive range ofrewards and benefitsincluding:
• Competitive Salary
• 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 - volunteerin the community for one day each year
• Unlimited access to Refer a Friend £500 bonus scheme
• Life Assurance coverof 4 x salary
• Employee discounts of 15% on a range of NFU Mutual insurance policies.
Working at NFU Mutual
We'reone of the UK's leading general insurance and financial services companies. For over 110 yearswe'veput our customers at the heart of everything we do.Ourpeopleare just as important to us.Wepride 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, and one of only 2 companies to receive the award for the ninth consecutive year. We were also named in the LinkedIn Top 25 Companies List 2021, the Glassdoor Best Places to Work UK List 2023 and 2024, and were recognised as a certified UK Top Employer by the Top Employers Institute in 2023 and 2024.
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
Aberdeen
We have over 300 local Agency offices across the UK who look after existing customers and attract new ones.
Company
Welcome to 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.
NFU Mutual has again been named as a Gallup Exceptional Workplace Award winner in 2022.
We are one of only 39 companies across the globe and the only UK headquartered organisation to win this award.
The Gallup Exceptional Workplace award
The international Gallup Exceptional Workplace award is evaluated carefully by a panel of judges and given only to organisations that meet rigorous standards of employee engagement. The award requires entrants to clearly evidence how they fuel business performance through an engaged workforce.
NFU Mutual builds on an existing reputation as an exceptionally engaged workforce, having achieved frequent award recognition from Gallup in previous years.
Trisha Jones, HR Director at NFU Mutual, said: “NFU Mutual is committed to being a great place to work. We work hard to maintain the exceptional engagement standards we have built with our people and are delighted to have received this recognition once again.
“The commitment and engagement of NFU Mutual employees is fundamental to the ongoing success of our business and we’ll never take it for granted. From supporting health and wellbeing to encouraging career development, we’re passionate about creating an environment where employees can thrive and achieve their full potential.”
Jim Harter, Gallup’s chief scientist of workplace management and wellbeing, said: “This award recognises the most engaged workplace cultures in the world. Gallup’s 2022 GEWA winners have steered their organisations through another unprecedented and challenging year. They didn’t slow down or hit ‘pause’ during times of uncertainty. They stayed true to their organisational values. Gallup commends all of the 2022 GEWA winners for their resiliency, determination and commitment to making their people a priority.”
Applying to NFU Mutual
Choosing the right employer is a big decision – we understand that. That’s why we have a dedicated Resourcing team who’ll manage your application and support you through the process.
We want to work with talented people from a diverse range of backgrounds who share our vision and values to achieve more together. So, during our recruitment process, you’ll find different ways for us to get to know each other and find out if we’re a good match. See more about the recruitment process .
Lisa is a Motor Claims Manager in Bristol. She says, “I love the ethos and values of the company and I also genuinely love the people that I work with. In my role I get a huge amount of variety and I can get involved in almost anything I am interested in. I feel valued, supported, and listened to and also that I can be part of the solution when we have challenges to overcome.”
Vicki’s Story
Vicki is a Regional Department Manager. She says, "NFU Mutual does the right thing by their customers. And such great customer service must come from great people, who in turn must come from a great employer. It really is a lovely place to work. You’re not rushed to shift cases off your desk quickly, but given the time to make the right decisions.
It’s a forward thinking company. They invest in their people so you can see a clear path ahead for yourself as well as the company. It’s no wonder they have a lot of loyal people on board."
Steve is Head of Pricing Analytics. He says, “I was initially attracted towards finding more out about the role because of NFU Mutual’s strong reputation within the industry for fairness, ethics and customer focus. As I found out more about the role, it also became apparent that the general culture, and the ambitions of the Pricing Department were well aligned with my own goals and preferred ways of working.”
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