Field-Based Financial Adviser: Life, Pensions & Investments

NFU Mutual; King's Lynn; Vor Ort; GBP 50.000 - 65.000; Vollzeit

Benefits dieser Stelle

Company car

Annual bonus

Pension scheme

25 days leave

Zusammenfassung

NFU Mutual is seeking a Financial Adviser to provide holistic planning across life, pensions, investments, wealth management and inheritance tax for existing customers. You’ll work closely with NFU Mutual Agencies in Norwich and the surrounding area, with regular travel to clients and agency staff to build trusted relationships.

You’ll be fully qualified (FPC, CAS, QCA Level 4) and deliver regulated, face-to-face advice to a broad range of customers, from small investors to high net worth

Qualifikationen

• Fully FPC (or equivalent) qualified plus full CAS, full QCA Level 4 qualification (e.g. CII Diploma in Financial Planning).
• Experience delivering regulated financial advice to UK customers, face to face with a proven track record of financial results.
• Strong knowledge of the UK regulatory and compliance framework in financial services.
• Good knowledge of end-to-end sales processes, preferably with experience working with introducers.
• Knowledge of developments in the UK financial services industry.
• Full UK driving licence.

Aufgaben

• Provide holistic financial planning advice to NFU Mutual customers across life, pensions, investments and inheritance tax.
• Travel regularly to NFU Mutual Agencies and clients in Norwich and surrounding areas to deliver advice.
• Develop and maintain relationships with NFU Mutual Agencies to grow business and service quality.

Kenntnisse

FPC qualification

CAS

QCA Level 4

Face-to-face advice

UK driving licence

Ausbildung

FPC/CAS/QCA Level 4 qualifications

Jobbeschreibung

NFU Mutual is seeking a Financial Adviser to provide holistic planning across life, pensions, investments, wealth management and inheritance tax for existing customers. You’ll work closely with NFU Mutual Agencies in Norwich and the surrounding area, with regular travel to clients and agency staff to build trusted relationships.

You’ll be fully qualified (FPC, CAS, QCA Level 4) and deliver regulated, face-to-face advice to a broad range of customers, from small investors to high net worth