Financial Advisor

• Providing holistic financial planning advice to existing NFU Mutual customers
• Partnering with a local Agent of NFU Mutual and developing relationships with their customers
• Field based position (20% homeworking) with frequent travel around a region of Northern Ireland

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 an Agent of the NFU Mutual Agency Network. Each agency has an average of 2,500 customers and agency staff who’ll work with you 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 which requires multi-site travel up to 4 days a week to an Agent of the NFU Mutual and customers.

This role is subject to certification. Certification applies to key roles within the organisation that meet set criteria defined by our regulators.

This role is subject to certification for MSIL due to being identified as:

A person carrying out a role that requires a regulatory qualification as defined within the FCA Training & Competence (T&C) Source book.

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

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 a 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 and welcome applications from people of all backgrounds, regardless of ethnicity, disability, gender, religion, sexual orientation, long-term health, or Protected Characteristics.

When you join our team, you can expect a supportive culture and an attractive range of rewards and benefits including:

Salary competitive basic and OTE of £100,000

Uncapped Commission…