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Career Opportunities in Financial Planning

2 months ago


Londonderry, United Kingdom NFU Mutual Full time

About NFU Mutual

NFU Mutual is a leading general insurance and financial services company with over 110 years of experience. We put our customers at the heart of everything we do and pride ourselves on being a great place to work.

Our Culture

We empower and inspire our people to perform, offer opportunities to grow, and recognize 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.

Job Description

We are seeking a Financial Advisor to join our team. As a Financial Advisor, you will provide holistic financial planning advice to existing NFU Mutual customers, partner with a local Agency of NFU Mutual, and develop relationships with their customers. You will work closely with one of our Agents in the NFU Mutual Agency Network in a region of Northern Ireland.

Key Responsibilities

  1. Providing financial planning advice to customers on a range of NFU Mutual products, including life insurance, pensions, investments, and wealth management.
  2. Developing strong customer relationships and building trust with customers.
  3. Working closely with NFU Mutual Agents to deliver excellent customer service.
  4. Continuing our tradition of providing excellent personal service by getting to know each customer's circumstances and helping to protect them, their families, and businesses.

Requirements

  • Fully qualified and experienced in 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.

Benefits and Rewards

As a Financial Advisor, you will enjoy a competitive salary, company car scheme, annual bonus, contributory pension scheme, 25 days annual leave, and access to various benefits, including a family-friendly policy, employee volunteering, and a refer-a-friend scheme.

Why NFU Mutual?

NFU Mutual is a proud Disability Confident Employer, a Race at Work and Women in Finance Charter signatory. We welcome applications from people of all backgrounds and recognize that some candidates may experience barriers during the recruitment process. We encourage candidates to discuss any adjustments or accommodations they need to be the best they can be throughout our recruitment process.