Financial Advisor

ENGINEERINGUK; Wealden; Remote; GBP 40,000 - 60,000; Full time

Job summary

Join a leading insurance and financial services company as a Financial Advisor. In this dynamic role, you'll provide tailored financial advice, build strong relationships, and enjoy competitive earnings with a structured commission scheme. With an emphasis on growth and inclusion, NFU Mutual is committed to excellence and personal development.

Benefits

Company car scheme

Uncapped commission scheme

Annual bonus up to 5%

Contributory pension scheme up to 20%

25 days annual leave + bank holidays

Family Friendly policy

Savings discounts and health plans

Qualifications

• Fully qualified to deliver regulated financial advice face-to-face.
• Experience in the UK financial services industry needed.
• Knowledge of sales processes with introducers preferred.

Responsibilities

• Provide holistic financial planning advice to NFU Mutual customers.
• Develop relationships with local Agencies and their customers.
• Field based with travel around Kent, Surrey, and East Sussex.

Skills

Building trust

Delivering financial advice

Strong knowledge of financial services regulation

Education

FPC (or equivalent)

CAS

QCA Level 4 qualification (e.g., CII Diploma in Financial Planning)

Job description

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Employer: NFU Mutual

Location: Uckfield

Salary: Competitive Basic Salary with £100,000 OTE, Car and benefits

Closing date: 25 Jun 2025

Sector: Banking and Financial Services

Role: Financial Advisor

Contract Type: Permanent

Hours: Full Time

Responsibilities

• Providing holistic financial planning advice to existing NFU Mutual customers
• Partnering with local Agencies of NFU Mutual and developing relationships with their customers
• Field based position with frequent travel around Kent, Surrey and East Sussex

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.

You'll work closely with Agencies in the NFU Mutual Agency Network in the Kent, Surrey and East Sussex regions. 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 will 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 understanding each customer's 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 reflected in our impressive 95% policy renewal rate and high customer satisfaction scores.

About you

We're looking for dedicated individuals committed to delivering the best financial outcomes for clients. You should be competitive, love exceeding expectations, and be driven to be the best at what you do.

You should be skilled at building trusting relationships and able to work with NFU Mutual Agents to offer advice on Life, Pensions, and Investments to both new and existing customers.

Ideal candidates will have:

• 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 face-to-face in the UK
• Strong knowledge of UK financial services regulation and compliance
• Good understanding of end-to-end sales processes, preferably with introducers
• Knowledge of developments in the UK financial services industry

This is a homeworking role requiring travel up to 4 days per week to Agents, customers, and offices.

Certification

This role is subject to certification, including MSIL and FCA regulatory requirements.

Benefits and Rewards

• Company car scheme
• Uncapped commission scheme
• Annual bonus up to 5%
• Contributory pension scheme up to 20%
• 25 days annual leave + bank holidays + holiday trading scheme
• Family Friendly policy
• Savings discounts, gym contributions, health plans, and more

Working at NFU Mutual

We are one of the UK's leading insurance and financial services companies with over 110 years of history. Recognized for our workplace culture, awards include Gallup Exceptional Workplace 2025, and listings in Top Employers and Best Places to Work UK.

We promote a supportive environment where our people can thrive, grow, and be recognized for their contributions. We value diversity and are committed to inclusivity.

Apply now

Location:

Uckfield

Company Info

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