Financial Planning Specialist
2 days ago
We are seeking a skilled Financial Planning Specialist to join our team in Northern Ireland. As a key member of our agency network, you will provide holistic financial planning advice to existing customers and develop relationships with local agencies.
The ideal candidate will have a strong understanding of the UK financial services regulatory framework and be able to deliver regulated financial advice to customers on a face-to-face basis.
Key Responsibilities- Providing financial planning advice to existing NFU Mutual customers
- Developing relationships with local agencies and their customers
- Working closely with agents to offer advice on a range of NFU Mutual products
This is a field-based position that requires frequent travel around Northern Ireland. You will work independently to manage your diary and develop strong customer relationships from warm leads.
Required Skills and Qualifications- Fully FPC qualified or equivalent
- Full CAS qualification
- QCA Level 4 qualification (e.g. CII Diploma in Financial Planning)
- Experience delivering regulated financial advice to UK customers
- Strong knowledge of the UK financial services regulatory framework
In return for your expertise, you can expect a competitive salary, company car scheme, and annual bonus.
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