Field-Based Financial Advisor: Life, Pensions & Investments

NFU Mutual; Swindon; Remote; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Company car scheme

Annual bonus

Contributory pension scheme

25 days annual leave

Life Assurance 4x salary

Job summary

NFU Mutual is seeking a Financial Adviser to provide holistic financial planning advice to existing customers across life, pensions, investments and inheritance tax. You will partner with local NFU Mutual Agencies, building strong relationships and generating opportunities from warm leads.

The role is field-based with travel to Barnstaple, Bideford and surrounding areas; you will work within the NFU Mutual Agency Network, guided by regulatory standards and a customer-first approach, with support

Qualifications

• Qualified to provide regulated financial advice in the UK (FPC/ CAS/ QCA4).
• Experience delivering holistic financial advice across life, pensions and investments.
• Full UK driving licence required.

Responsibilities

• Provide holistic financial planning advice to NFU Mutual customers.
• Partner with NFU Mutual Agencies to grow customers and relationships.
• Travel field-based across Barnstaple, Bideford and surrounding areas.

Skills

Relationship building

Financial planning

Sales / business development

Regulatory knowledge

Education

FPC or equivalent

CAS

QCA Level 4 / CII Diploma in Financial Planning

Job description

NFU Mutual is seeking a Financial Adviser to provide holistic financial planning advice to existing customers across life, pensions, investments and inheritance tax. You will partner with local NFU Mutual Agencies, building strong relationships and generating opportunities from warm leads.

The role is field-based with travel to Barnstaple, Bideford and surrounding areas; you will work within the NFU Mutual Agency Network, guided by regulatory standards and a customer-first approach, with support