Financial Planning Specialist

1 month ago

Londonderry, United Kingdom NFU Mutual Full time
About the Role

NFU Mutual is seeking a skilled Financial Advisor to join our team in Northern Ireland. As a Financial Advisor, you will be responsible for providing holistic financial planning advice to existing customers, partnering with local agencies, and developing relationships with customers.

Key Responsibilities
  • Deliver regulated financial advice to UK customers on a face-to-face basis
  • Develop strong customer relationships and work closely with NFU Mutual agents
  • Provide advice on a range of NFU Mutual products, including life insurance, pensions, and investments
  • Meet sales targets and contribute to the growth of the business
Requirements
  • Fully FPC (or equivalent) qualified
  • Experience of delivering regulated financial advice to UK customers
  • Strong knowledge and understanding of the UK financial services regulatory and compliance framework
  • Good knowledge of end-to-end sales processes
What We Offer
  • Competitive salary with OTE £100,000
  • Company car scheme
  • Annual bonus (up to 5% of salary)
  • Contributory pension scheme
  • 25 days annual leave + bank holidays + buy/sell/save holiday trading scheme
  • Family Friendly policy
  • Access to savings at High Street brands, travel, and supermarkets
  • £20 contribution to a monthly gym membership
  • Health and wellbeing plan
  • Employee Volunteering
  • Unlimited access to Refer a Friend £500 bonus scheme
  • Life Assurance cover of 4 x salary
  • Employee discounts of 15% on NFU Mutual insurance policies
About NFU Mutual

NFU Mutual is one of the UK's leading general insurance and financial services companies. We pride ourselves on being a great place to work and offer a supportive culture where we empower and inspire our people to perform. We are committed to doing the right thing for our customers and employees and are proud to be a Disability Confident Employer, a Race at Work and Women in Finance Charter signatory.

  • Financial Planning Support Specialist

    2 weeks ago

    Londonderry, United Kingdom Schroders Full time

    Financial Planning Support SpecialistWe are seeking a highly organized and detail-oriented Financial Planning Support Specialist to join our team. As a key member of our client-facing team, you will provide administrative support to our financial planning advisers in all aspects of their advice process.Your primary responsibility will be to provide...

  • Financial Planning Specialist

    2 months ago

    Londonderry, United Kingdom Nixon McQuade Full time

    Financial Planning and Analysis Role **About the Role:** Nixon McQuade is seeking a skilled Financial Planning and Analysis professional to join their team in L'Derry. As a key member of the finance team, you will play a crucial role in driving business growth and success. **Key Responsibilities:** * Prepare monthly management accounts and provide...

  • Financial Planning Specialist

    2 months ago

    Londonderry, United Kingdom Nixon McQuade Full time

    Financial Planning and Analysis Role **About the Role:** Nixon McQuade is seeking a skilled Financial Planning and Analysis professional to join their team in L'Derry. As a key member of the finance team, you will play a crucial role in driving business growth and success. **Key Responsibilities:** * Prepare monthly management accounts and provide...

  • Financial Planning Specialist

    1 month ago

    Londonderry, United Kingdom NFU Mutual Full time

    About the RoleNFU Mutual is seeking a skilled Financial Advisor to join our team in Northern Ireland. As a Financial Advisor, you will be responsible for providing holistic financial planning advice to existing customers, partnering with local agencies, and developing relationships with customers.Key ResponsibilitiesDeliver regulated financial advice to UK...

  • Financial Planning Specialist

    1 month ago

    Londonderry, United Kingdom NFU Mutual Full time

    About the RoleNFU Mutual is seeking a skilled Financial Advisor to join our team in Northern Ireland. As a Financial Advisor, you will be responsible for providing holistic financial planning advice to existing customers, partnering with local agencies, and developing relationships with customers.Key ResponsibilitiesDeliver regulated financial advice to UK...

  • Financial Planning Specialist

    3 weeks ago

    Londonderry, United Kingdom Nixon McQuade Full time

    Exciting Opportunity for a Management AccountantNixon McQuade is currently seeking a highly skilled Management Accountant to join our team in L'Derry. This is an excellent opportunity for a part-qualified or fully qualified accountant to contribute to a growing business and play a key role in financial planning and analysis.The Role:Prepare accurate and...

  • Financial Planning Specialist

    3 weeks ago

    Londonderry, United Kingdom Nixon McQuade Full time

    Exciting Opportunity for a Management AccountantNixon McQuade is currently seeking a highly skilled Management Accountant to join our team in L'Derry. This is an excellent opportunity for a part-qualified or fully qualified accountant to contribute to a growing business and play a key role in financial planning and analysis.The Role:Prepare accurate and...

  • Financial Planning Specialist

    4 weeks ago

    Londonderry, United Kingdom Nixon McQuade Full time

    Exciting Opportunity for a Management AccountantNixon McQuade is currently seeking a highly skilled Management Accountant to join our team in L'Derry. This is an excellent opportunity for a part-qualified or fully qualified accountant to contribute to a growing business and play a key role in financial planning and analysis.The Role:Prepare accurate and...

  • Financial Planning Specialist

    4 weeks ago

    Londonderry, United Kingdom Nixon McQuade Full time

    Exciting Opportunity for a Management AccountantNixon McQuade is currently seeking a highly skilled Management Accountant to join our team in L'Derry. This is an excellent opportunity for a part-qualified or fully qualified accountant to contribute to a growing business and play a key role in financial planning and analysis.The Role:Prepare accurate and...

  • Financial Manager

    3 weeks ago

    Londonderry, Co. Londonderry, United Kingdom Hays Specialist Recruitment Full time £40,000

    Job Title: Financial ManagerJoin Hays Specialist Recruitment Limited as a Financial Manager and take on a challenging role within a well-established organization based in Derry. As a key member of the finance team, you will be responsible for overseeing the operational activities of the finance function, ensuring the organization's financial health and...

  • Financial Manager

    3 weeks ago

    Londonderry, Co. Londonderry, United Kingdom Hays Specialist Recruitment Full time £40,000

    Job Title: Financial ManagerJoin Hays Specialist Recruitment Limited as a Financial Manager and take on a challenging role within a well-established organization based in Derry. As a key member of the finance team, you will be responsible for overseeing the operational activities of the finance function, ensuring the organization's financial health and...

  • Wealth Planning Support Specialist

    1 month ago

    Londonderry, United Kingdom Schroders Full time

    About the RoleWe are seeking a highly organized and detail-oriented Wealth Planning Support Specialist to join our team at Benchmark. As a key member of our client-facing team, you will provide administrative support to our Chartered Financial Planners in all aspects of their advice process.Key ResponsibilitiesProvide administrative support to financial...

  • Wealth Planning Support Specialist

    1 month ago

    Londonderry, United Kingdom Schroders Full time

    About the RoleWe are seeking a highly organized and detail-oriented Wealth Planning Support Specialist to join our team at Benchmark. As a key member of our client-facing team, you will provide administrative support to our Chartered Financial Planners in all aspects of their advice process.Key ResponsibilitiesProvide administrative support to financial...

  • Financial Planning and Analysis Specialist

    1 month ago

    Londonderry, United Kingdom Nixon McQuade Full time

    Exciting Opportunity for a Management AccountantNixon McQuade is currently recruiting for a Management Accountant to join a family-owned business in Northern Ireland.This is an exciting opportunity for a part-qualified or fully qualified accountant to contribute to a growing business and play a key role in financial planning and analysis.The Role:Prepare...

  • Financial Planning and Analysis Specialist

    1 month ago

    Londonderry, United Kingdom Nixon McQuade Full time

    Exciting Opportunity for a Management AccountantNixon McQuade is currently recruiting for a Management Accountant to join a family-owned business in Northern Ireland.This is an exciting opportunity for a part-qualified or fully qualified accountant to contribute to a growing business and play a key role in financial planning and analysis.The Role:Prepare...

  • Wealth Planning Support Specialist

    4 weeks ago

    Londonderry, United Kingdom Schroders Full time

    About the RoleWe are seeking a highly organized and detail-oriented Wealth Planning Support Specialist to join our team at Benchmark. As a key member of our client-facing team, you will provide administrative support to our financial planning advisers in all aspects of their advice process.Key ResponsibilitiesProvide administrative support to financial...

  • Wealth Planning Support Specialist

    4 weeks ago

    Londonderry, United Kingdom Schroders Full time

    About the RoleWe are seeking a highly organized and detail-oriented Wealth Planning Support Specialist to join our team at Benchmark. As a key member of our client-facing team, you will provide administrative support to our financial planning advisers in all aspects of their advice process.Key ResponsibilitiesProvide administrative support to financial...

  • Wealth Planning Support Specialist

    3 weeks ago

    Londonderry, United Kingdom Schroders Full time

    About the RoleWe are seeking a highly organized and detail-oriented Wealth Planning Support Specialist to join our team at Benchmark. As a key member of our client-facing team, you will provide administrative support to our financial planning advisers in all aspects of their advice process.Key ResponsibilitiesProvide administrative support to financial...

  • Wealth Planning Support Specialist

    3 weeks ago

    Londonderry, United Kingdom Schroders Full time

    About the RoleWe are seeking a highly organized and detail-oriented Wealth Planning Support Specialist to join our team at Benchmark. As a key member of our client-facing team, you will provide administrative support to our financial planning advisers in all aspects of their advice process.Key ResponsibilitiesProvide administrative support to financial...

  • Financial Planning and Analysis Specialist

    1 month ago

    Londonderry, United Kingdom Nixon McQuade Full time

    Exciting Opportunity for a Management AccountantNixon McQuade is currently recruiting for a Management Accountant to join a family-owned business in Northern Ireland.This is an exciting opportunity for a part-qualified or fully qualified accountant to contribute to a growing business and play a key role in financial planning and analysis.The Role:Prepare...