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Financial Advisor

4 months ago

Yeovil, United Kingdom NFU Mutual Full time

**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 Somerset and the wide South Bristol 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.

Why is this important to you? Well, as a Financial Advisor, you’ll work closely with 2 of our Agents who run agencies in the NFU Mutual Agency Network in the Somerset and the South of Bristol area. 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_**_
Certified Function_**_
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.
- 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.

**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
- 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” and are one of only 57 companies across the globe, and one of only two organisations 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, 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 contrib