Strategic Financial Planning Consultant

1 week ago


Belfast, United Kingdom NFU Mutual Full time

We are seeking a highly skilled and motivated Strategic Financial Planning Consultant to join our team in Northern Ireland.

About the Role

This is an exciting opportunity for a Financial Advisor to provide holistic financial planning advice to existing NFU Mutual customers, while also developing relationships with local Agencies and their customers.

As a key member of our team, you will be responsible for providing expert advice on a range of NFU Mutual products, including life insurance, pensions, investments, wealth management, and inheritance tax.

You will work closely with our Agents to deliver a full diary of advice, helping to protect our customers' interests and grow our business.

Key Responsibilities
  • Provide expert financial planning advice to NFU Mutual customers
  • Develop strong relationships with local Agencies and their customers
  • Work closely with Agents to deliver a full diary of advice
  • Stay up-to-date with developments in the UK financial services industry
Requirements

To be successful in this role, you will need:

  • Fully FPC qualified (or equivalent) 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
Benefits

We offer a competitive salary package, including a base salary of £50,000 - £70,000, depending on experience, plus a bonus scheme and comprehensive benefits package.

In addition to a competitive salary, we offer:

  • A company car scheme
  • Annual bonus (up to 5% of salary)
  • Contributory pension scheme, up to 20%
  • 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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