Financial Services Advisor

6 hours ago

Aberdeen, Aberdeen City, United Kingdom NFU Mutual Full time
Financial Advisor Role

As a Financial Advisor at NFU Mutual, you will play a key role in providing expert advice to our customers on a range of financial products, including life insurance, pensions, investments, and wealth management.

Key Responsibilities
  • Develop strong relationships with customers to understand their financial needs and provide tailored advice.
  • Work closely with NFU Mutual Agents to offer advice on a range of products and services.
  • Travel to meet customers and agents across Moray and Aberdeenshire, with occasional travel to NFU Mutual offices.
Requirements
  • CII Diploma in Financial Planning or equivalent.
  • 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.
Benefits
  • 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 - 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.

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