Financial Advisor: Holistic Planning & Uncapped Commission

NFU Mutual; Barnstaple; Remote; GBP 45,000 - 85,000; Full time

Benefits offered by this job

Company car scheme (or allowance £5500

Annual bonus (up to 5% of salary)

Contributory pension up to 20%

Job summary

NFU Mutual is seeking a Financial Advisor to deliver holistic financial planning to its customers and work with NFU Mutual Agencies in the Barnstaple and Bideford area. The role is field-based with travel to agencies and customers across multiple sites, offering growth through a strong diary and supportive staff.

You will advise on life insurance, pensions, investments and inheritance tax, building lasting client relationships and upholding high regulatory standards in the UK financial services

Qualifications

• Fully FPC (or equivalent) with CAS and QCA Level 4 (CII Diploma in Financial Planning).
• Experience delivering regulated financial advice to UK customers face-to-face.
• Knowledge of UK regulatory and compliance framework in financial services.

Responsibilities

• Provide holistic financial planning advice to NFU Mutual customers.
• Build relations with NFU Mutual Agents and customers across Barnstaple and Bideford.
• Travel up to 4 days per week to agencies, customers and NFU Mutual offices.

Skills

Relationship building

Regulated financial advice

Education

FPC (or equivalent)

QCA Level 4 (CII Diploma in Financial Planning)

Tools

UK driving licence

Job description

NFU Mutual is seeking a Financial Advisor to deliver holistic financial planning to its customers and work with NFU Mutual Agencies in the Barnstaple and Bideford area. The role is field-based with travel to agencies and customers across multiple sites, offering growth through a strong diary and supportive staff.

You will advise on life insurance, pensions, investments and inheritance tax, building lasting client relationships and upholding high regulatory standards in the UK financial services