Financial Advisor

NFU Mutual; Wealden; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading financial services company, NFU Mutual, is seeking a Financial Advisor in Wealden to deliver excellent financial advice across a diverse client base. The role involves building strong client relationships and providing services in life insurance, investments, and pensions while enjoying competitive compensation and an impactful career.

Benefits

Annual bonus (up to 5% of salary)

Contributory pension scheme (up to 20%)

25 days annual leave + bank holidays

Family Friendly policy

Health and wellbeing plan

Employee discounts on insurance policies

Life Assurance cover of 4 x salary

Unlimited access to Refer a Friend bonus scheme

Qualifications

• Fully FPC qualified with full CAS.
• Experience delivering regulated financial advice.

Responsibilities

• Provide holistic financial planning advice to NFU Mutual customers.
• Develop relationships with local Agencies and customers.
• Manage client satisfaction and compliance with financial regulations.

Skills

Financial Planning

Client Relationship Management

Regulatory Compliance Knowledge

Education

FPC (or equivalent) qualification

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

Job description

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

• 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.

Why is this important to you? Well, as a Financial Advisor, 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’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 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 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.

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, face-to-face
• 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

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.

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:

• 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 - volunteering 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.

*Plus any additional annual leave accrued in line with our Service Loyalty Policy

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 our Gallup Exceptional Workplace 2025 award was not only awarded with Distinction but also named us as the first UK-based company to receive a Gallup Exceptional Workplace for ten years in a row. We are also the only Insurer to feature in the LinkedIn Top 15 Companies 2025 list of ‘Best midsize employers to grow your career in the UK’, 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, 2024, and 2025.

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.

We have over 300 local Agency offices across the UK who look after existing customers and attract new ones.

We are a leading provider of General Insurance and Financial Services. From our strong farming roots, we’ve grown to become a UK-wide organization, turning over £1 billion annually. Yet success hasn’t gone to our heads. We’re proud to remain completely customer-focused, down-to-earth, and committed to the rural communities we’ve grown from.

Our ethos - of trust, respect, and personal service - lies at the heart of all we do and has seen us build an enviable reputation for exceptional member loyalty. Though we’ve been in business for over 110 years, we have big ambitions for the future. And that’s why we’re looking for talented people to join our growing organization. Talented people like you.