Insurance and Investments Specialist

3 weeks ago


Londonderry, United Kingdom NFU Mutual Full time

Job Description

We are seeking a highly motivated and experienced Financial Advisor to join our team in Northern Ireland. As a Financial Advisor, you will be responsible for providing expert advice on life insurance, pensions, investments, wealth management, and inheritance tax to customers across the region.

The ideal candidate will have a strong knowledge of the UK financial services regulatory and compliance framework, as well as experience in delivering regulated financial advice to UK customers on a face-to-face basis. A fully qualified FPC (or equivalent) with full CAS and QCA Level 4 qualification is essential.

You will be responsible for developing strong customer relationships, working closely with NFU Mutual Agents to offer advice on a range of NFU Mutual products. The successful candidate will also have excellent communication and interpersonal skills, with the ability to build trust with customers and colleagues alike.

This is an exciting opportunity to join a supportive and inclusive workplace where you can grow and develop your career. With a competitive salary package including OTE £100,000, company car scheme, annual bonus, and contributory pension scheme, you will be rewarded for your hard work and dedication.

Key Responsibilities

  • Provide expert advice on life insurance, pensions, investments, wealth management, and inheritance tax to customers
  • Develop strong customer relationships and work closely with NFU Mutual Agents to offer advice on a range of NFU Mutual products
  • Deliver regulated financial advice to UK customers on a face-to-face basis
  • Maintain a strong knowledge of the UK financial services regulatory and compliance framework
  • Work collaboratively with colleagues to achieve business objectives


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