Financial Advisor

6 months ago

Belfast, United Kingdom NFU Mutual Full time

Financial Advisor


Providing holistic financial planning advice to existing NFU Mutual customers
Partnering with a local Agency of NFU Mutual and developing relationships with their customers
Field based position with frequent travel around Northern Ireland

About the role

NFU Mutual is growing, and as a Financial Advisor you’ll be at the heart of this growth, providing advice for life insurance, pensions, investments, wealth management and inheritance tax to a broad range of customers.


Why is this important to you? Well, as a Financial Advisor, you’ll work closely with 1 of our Agents in the NFU Mutual Agency Network in a region of Northern Ireland. Each agency has an average of 2,500 customers and agency staff who’ll work to deliver a full diary just for you. Your drive, vision and personal ambition are the only limit to your future earning potential.


You’ll develop strong customer relationships from warm leads, with a range of customers from small investors to high net worth individuals. You’ll also continue our tradition of providing excellent personal service by getting to know each customers’ circumstances and helping to protect them, their families and businesses.


As a mutual, we’re owned by our customers, so it’s vital we always do the right thing for them. That’s why we’re proud of our impressive 95% policy renewal rate and high customer satisfaction scores. These results show how much our customers across the UK appreciate our approach.


This is a homeworking role requiring multi-site travel up to 4 days per week to Agents of NFU Mutual, customers and NFU Mutual offices.


Certification


This role is subject to certification. Certification applies to key roles within the organisation that meet set criteria defined by our regulators.


Certified Function


This role is subject to certification for MSIL due to being identified as:


Function Requiring Qualification


A person carrying out a role that requires a regulatory qualification as defined within the FCA Training & Competence (T&C) Sourcebook.


Client Dealing, previously CF30


A person who performs the client-dealing certification function which involves any of the following; advising on investments and performing other functions related to this such as dealing and arranging.

About you

We’re looking for people like you. People dedicated to delivering the best financial outcomes for clients. You’re competitive, someone who loves to exceed expectations, both ours and our customers. You’re driven to be the best at what you do.


An expert at building trusting relationships, you’ll easily work with a panel of NFU Mutual Agents to offer advice on a range of NFU Mutual products across Life, Pensions and Investments to both new and existing customers. We are keen to speak with candidates with the following skills and experience;



Fully FPC (or equivalent) qualified 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.

At NFU Mutual, we support an inclusive workplace and value all the differences that make us unique. We celebrate the creativity and innovation that comes from diverse perspectives and experiences and share a common vision of doing the right thing for our customers and employees.


We recognise that some candidates may experience barriers during the recruitment process. So, we encourage candidates to discuss any adjustments or accommodations they need to be the best they can be throughout our recruitment process.


We're proud to be a Disability Confident Employer, a Race at Work and Women in Finance Charter signatory and welcome applications from people of all backgrounds, regardless of age, ethnicity, disability, neurodiversity, gender, religion, marital status, sexual orientation, or socioeconomic background.

Benefits and Rewards

When you join our team, you can expect a supportive culture and an attractive range of rewards and benefits including:



Competitive Salary with OTE £100,000
Company car scheme
Annual bonus (up to 5% of salary)
Contributory pension scheme, up to 20%, including your 8% contribution
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. 

Working at NFU Mutual

We’re one of the UK’s leading general insurance and financial services companies. For over 110 years we’ve put our customers at the heart of everything we do. Our people are just as important to us. We pride ourselves on being “a great place to work” and are one of only 57 companies across the globe, and one of only two organisations with headquarters in the UK, to receive a Gallup Exceptional Workplace 2023 award. We were also named in the LinkedIn Top 25 Companies List 2021, the Glassdoor Best Places to Work UK List 2023 and 2024, and were recognised as a certified UK Top Employer by the Top Employers Institute in 2023 and 2024.


We offer a supportive culture where we empower and inspire our people to perform, offer them opportunities to grow, and recognise 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, so we are successful now and in the future.

  • Customer Service Advisor

    5 months ago

    Belfast, United Kingdom Switch Advisor Ltd Full time

    As a Customer Service Advisor, you will play a crucial role in ensuring our customers have a positive experience with our products/services. You will be responsible for addressing customer inquiries, resolving issues, and providing support to enhance overall customer satisfaction. **Responsibilities**: - Respond to customer inquiries and resolve issues in...

  • Financial Advisor

    5 months ago

    Belfast, United Kingdom Brook Street Full time

    Brook Street (UK) Limited is delighted to be recruiting a Senior Financial Advisor for Belfast client The client has a great job opportunity for an experienced Senior Financial Advisor to join their team. Duties Conducting in-depth reviews of clients' financial circumstances Talking to clients about current provision and future aims Provide financial...

  • Financial Advisor

    5 months ago

    Belfast, United Kingdom Brook Street Full time

    Brook Street (UK) Limited is delighted to be recruiting a Financial Advisor for Belfast client The client has a great job opportunity for an experienced Financial Advisor to join their team. Duties Conducting in-depth reviews of clients' financial circumstances Talking to clients about current provision and future aims Provide financial planning support...

  • Trainee Financial Advisor

    5 months ago

    Belfast, United Kingdom Artemis Human Capital Full time

    Artemis Human Capital are delighted to be working with a dynamic financial services organisation based in Belfast, who due to continued growth & success are expanding their team. This role offers the successful applicant a fantastic remuneration package & unrivalled scope for career development. For this role, you will be an experienced paraplanning...

  • Associate Financial Advisor

    5 months ago

    Belfast, United Kingdom Artemis Human Capital Full time

    **The Job** Working closely with the firm’s senior leadership & wider team, you will be involved in the following: - Shadowing one of the firm’s senior financial planners in order to train and develop your skill set, with the aim of becoming a capable financial planner. - Overseeing a portfolio of existing clients, ensuring they are provided with a top...

  • Financial Planning Advisor

    1 month ago

    Belfast, United Kingdom NFU Mutual Full time

    About the RoleNFU Mutual is seeking a skilled Financial Advisor to join our team in Northern Ireland. As a Financial Advisor, you will provide holistic financial planning advice to existing customers, partnering with local agencies to develop relationships and deliver a full diary of work.This is a field-based position with frequent travel around Northern...

  • Financial Advisor

    5 months ago

    Belfast, United Kingdom Integrity Resource Solutions Full time

    **Financial Advisor (Non Diploma)** **Salary: £24,000 Basic (£30-50K OTE Year1), Homebased/Remote** **Locations: Belfast** **The Company** A Global Financial Services Organisation is currently recruiting for Financial Advisors to join their existing team. The role involves managing a customer database, advising clients on a range of financial products...

  • Financial Advisor

    4 weeks ago

    Belfast, United Kingdom Brook Street Recruitment Full time

    Brook Street Recruitment is working on behalf of our Belfast client who currently has an exciting opportunity within a growing and well-respected independent financial advice firm that have an excellent reputation within the industry. They are looking for an experienced Financial Advisor / Senior Paraplanner to join their team. Duties Provide compliant...

  • Financial Advisor

    3 weeks ago

    Belfast, United Kingdom Brook Street UK Full time

    Brook Street Recruitment is working on behalf of our Belfast client who currently has an exciting opportunity within a growing and well-respected independent financial advice firm that have an excellent reputation within the industry.They are looking for an experienced Financial Advisor / Senior Paraplanner to join their team click apply for full job...

  • Financial Advisor

    3 weeks ago

    Belfast, United Kingdom Brook Street UK Full time

    Brook Street Recruitment is working on behalf of our Belfast client who currently has an exciting opportunity within a growing and well-respected independent financial advice firm that have an excellent reputation within the industry.They are looking for an experienced Financial Advisor / Senior Paraplanner to join their team.DutiesProvide compliant tailored...

  • Financial Advisor

    3 weeks ago

    Belfast, United Kingdom Brook Street UK Full time

    Brook Street Recruitment is working on behalf of our Belfast client who currently has an exciting opportunity within a growing and well-respected independent financial advice firm that have an excellent reputation within the industry.They are looking for an experienced Financial Advisor / Senior Paraplanner to join their team. DutiesProvide compliant...

  • Financial Advisor

    3 weeks ago

    Belfast, United Kingdom Brook Street UK Full time

    Brook Street Recruitment is working on behalf of our Belfast client who currently has an exciting opportunity within a growing and well-respected independent financial advice firm that have an excellent reputation within the industry.They are looking for an experienced Financial Advisor / Senior Paraplanner to join their team. DutiesProvide compliant...

  • Experienced Financial Advisor to Paraplanner

    3 weeks ago

    Belfast, United Kingdom Brook Street UK Full time

    Brook Street Recruitment is working on behalf of our Belfast client, a growing and well-respected independent financial advice firm, to find an experienced Financial Advisor / Senior Paraplanner to enhance their team. This is an exciting opportunity to join a reputable company with an excellent industry standing.Key Responsibilities:The successful candidate...

  • Financial Advisor

    4 weeks ago

    Belfast, United Kingdom CV-Library Full time

    Brook Street Recruitment is working on behalf of our Belfast client who currently has an exciting opportunity within a growing and well-respected independent financial advice firm that have an excellent reputation within the industry. They are looking for an experienced Financial Advisor / Senior Paraplanner to join their team. Duties Provide compliant...

  • Financial Advisor

    2 weeks ago

    Belfast, United Kingdom Brook Street Full time

    Brook Street Recruitment is working on behalf of our Belfast client who currently has an exciting opportunity within a growing and well-respected independent financial advice firm that have an excellent reputation within the industry.They are looking for an experienced Financial Advisor / Senior Paraplanner to join their team.DutiesProvide compliant tailored...

  • Financial Advisor

    2 weeks ago

    Belfast, United Kingdom Brook Street UK Full time

    Brook Street Recruitment is working on behalf of our Belfast client who currently has an exciting opportunity within a growing and well-respected independent financial advice firm that have an excellent reputation within the industry. They are looking for an experienced Financial Advisor / Senior Paraplanner to join their team. Duties Provide compliant...

  • Financial Advisor

    4 weeks ago

    Belfast, United Kingdom Brook Street Full time

    Brook Street Recruitment is working on behalf of our Belfast client who currently has an exciting opportunity within a growing and well-respected independent financial advice firm that have an excellent reputation within the industry. They are looking for an experienced Financial Advisor / Senior Paraplanner to join their team. Duties Provide compliant...

  • Collections Advisor

    5 months ago

    Belfast, United Kingdom Dobson Welch Full time

    **(AW864) Collections Advisor** **Location**: Belfast **Type**: Permanent **Salary**: £28,000 - £32,000 Per Annum (DOE+ bonus) **Collections Advisor, Belfast, Salary up to £32K DOE + Bonus** We have an exciting opportunity for a Collections Advisor to join a UK financial services company in the Belfast branch. - You will be responsible for the...

  • Customer Service Advisor

    5 months ago

    Belfast, United Kingdom HR GO Recruitment Full time

    **Job Tittle**:Customer Service Advisor - **Location**:Belfast - **Salary/Hourly Rate**: £23,500 - **Job Type**:Permanent - **Working hours/days**: Monday to Friday 9am-5pm - option of Hybrid model after passing probation HR GO Recruitment are looking for an enthusiastic and energetic Customer Service Advisor to join one of the financial services companies...

  • Financial Services Professional

    3 weeks ago

    Belfast, United Kingdom Brook Street UK Full time

    Our client, a well-respected independent financial advice firm in Belfast, has an exciting opportunity for a seasoned Financial Advisor/Senior Paraplanner to join their team. This growing and reputable firm is known for its excellent industry reputation and is looking for a highly skilled professional to contribute to their success.Key Responsibilities:•...