Financial Planning Expert

1 month ago


Belfast, 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 strong customer relationships.

Key Responsibilities

  • Delivering regulated financial advice to UK customers on a face-to-face basis
  • Building trusting relationships with customers and NFU Mutual agents
  • Providing advice on a range of NFU Mutual products, including life insurance, pensions, and investments
  • Developing strong knowledge and understanding of the UK financial services regulatory and compliance framework

Requirements

  • Fully FPC (or equivalent) qualified
  • Experience of delivering regulated financial advice to UK customers
  • Strong knowledge of end-to-end sales processes
  • Knowledge of developments in the UK financial services industry

Benefits and Rewards

  • 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

Working at NFU Mutual

NFU Mutual is a leading general insurance and financial services company, committed to putting our customers at the heart of everything we do. We pride ourselves on being a great place to work, with a supportive culture and opportunities for growth and development.



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