Job Description

NFU Mutual is growing, and as a Financial Advisor you\xe2\x80\x99ll 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\xe2\x80\x99ll work closely with 2-3 of our Agents who run agencies in the NFU Mutual Agency Network in North &/or Mid Wales. Each agency has an average of 2,500 customers and agency staff who\xe2\x80\x99ll 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\xe2\x80\x99ll develop strong customer relationships from warm leads, with a range of customers from small investors to high net worth individuals. You\xe2\x80\x99ll also continue our tradition of providing excellent personal service by getting to know each customers\xe2\x80\x99 circumstances and helping to protect them, their families and businesses.

As a mutual, we\xe2\x80\x99re owned by our customers, so it\xe2\x80\x99s vital we always do the right thing for them. That\xe2\x80\x99s why we\xe2\x80\x99re 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.

About you

We\xe2\x80\x99re looking for people like you. People dedicated to delivering the best financial outcomes for clients. You\xe2\x80\x99re competitive. Someone who loves to exceed expectations. Both ours and our customers. You\xe2\x80\x99re driven to be the best at what you do.

An expert at building trusting relationships, you\xe2\x80\x99ll 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\xe2\x80\x99re 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\xe2\x80\x99re successful.

As well as all this, you\xe2\x80\x99re 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)

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

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 \xc2\xa3100,000
• 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
• \xc2\xa320 contribution to a monthly gym membership \xe2\x80\x93 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 \xc2\xa3500 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\xe2\x80\x99re one of the UK\xe2\x80\x99s leading general insurance and financial services companies. For over 110 years we\xe2\x80\x99ve put our customers at the heart of everything we do. Our people are just as important to us. We pride ourselves on being \xe2\x80\x9ca great place to work\xe2\x80\x9d 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.

NFU Mutual