Financial Services Advisory Graduate Scheme

The National Farmers Union Mutual Insurance Society Limited; Stratford-upon-Avon; On-site; GBP 30,000 - 35,000; Full time

Job summary

A leading insurance provider in Stratford-upon-Avon is looking for a Non-Advised Sales Consultant. This role involves engaging with customers, supporting sales, and discussing financial services. Candidates should have a minimum 2:2 degree classification and excellent relationship-building skills. The position offers a competitive salary, mentoring, and pathways to career development.

Benefits

Salary - £30,097

Annual bonus (up to 10% of salary)

Contributory pension scheme

25 days annual leave plus bank holidays

Family Friendly policy

Gym membership contribution

Health and wellbeing plan

Employee Volunteering

Life Assurance cover of 4 x salary

15% discount on NFU Mutual policies

Qualifications

• Ability to build strong relationships.
• Strong communication and active listening skills.
• Adaptability and resilience are crucial.
• Effective time management and organisational skills required.

Responsibilities

• Engage with customers and handle their enquiries.
• Support Sales Managers with lead generation.
• Become a Non-Advised Sales Consultant in your final year.
• Discuss Financial Services offerings with customers.
• Take on project work supporting Agency Network.

Skills

Relationship building

Communication

Active listening

Adaptability

Resilience

Teamwork

Time management

Organisational skills

Self-management

Initiative

Education

Minimum degree classification 2:2

Job description

Overview

In your first twelve months, you\u2019ll kick off your journey with our Head Office Teams where you\u2019ll learn how to engage with customers and handle their enquiries. This is the perfect starting point to get to know our customers, products, and processes. After that, you\u2019ll spend time on the road supporting our Sales Managers with lead generation, and you may have the chance to work in one of our local branches shadowing a Financial Advisor to see what the role involves. There\u2019ll be ad-hoc travel during the first year. Throughout the scheme, you\u2019ll gain experience in various departments to understand the Financial Services strategy.

In your final year, you\u2019ll step into the role of a Non-Advised Sales Consultant, reaching out to NFU Mutual customers to discuss our Financial Services offerings. This fast-paced role will sharpen your sales skills and deepen your product knowledge, providing a strong foundation if you\u2019re aiming to become a Financial Advisor. You\u2019ll also have opportunities to take on project work, such as supporting our Agency Network with upcoming changes (regulatory, systems, or processes). You\u2019ll receive support as you work towards your Diploma in Financial Planning, ensuring you are well prepared for your career ahead.

Your future throughout the scheme includes strengthening core insurance skills, earning CII qualifications, and developing essential competencies to set you up for a successful career. You\u2019ll be supported with a dedicated buddy and mentor, plus a network of current and former graduates. As you near the end of the scheme, a careers coach will help guide your next steps. We encourage graduates to get involved in extracurricular activities, including volunteering, organising charity or social events, and representing NFU Mutual at industry events, all within our Environmental, Social, and Governance (ESG) framework.

Our entry requirement is a minimum degree classification of 2:2, either obtained or in progress. You don\u2019t need a degree in a particular field; we value your passion for learning, curiosity, and potential. For our Financial Service Advisory schemes, we\u2019ll also be looking for:

• Your ability to build strong relationships
• Strong communication and active listening skills
• Adaptability and resilience
• Teamwork and collaboration
• Effective time management and organisational skills
• Self-management and initiative

If you can demonstrate these qualities, we can teach you the rest regardless of your degree discipline.

Work experience If you\u2019ve gained industry experience or completed a placement year during your degree, that\u2019s great. It\u2019s not a requirement for the scheme, but we do ask for some previous work experience where you\u2019ve had opportunities to interact with people.

At NFU Mutual, we\u2019re more than just an insurance organisation — we are a comprehensive financial services provider dedicated to supporting our customers\u2019 financial wellbeing. Our Financial Services teams offer tailored solutions to help clients navigate their financial journeys with confidence, providing clear, trusted advice and excellent customer service. Our teams focus on life insurance, pensions, investments, and wealth management. The Operations team ensures smooth running, managing pension, investment, and protection products from sign-up to policy maturity. Our Governance and Risk team helps ensure efficiency and regulatory compliance.

We support an inclusive workplace and value diverse perspectives. We recognise that candidates may experience barriers during recruitment and encourage discussions about any adjustments needed. We\u2019re proud to be a Disability Confident Employer and signatories to the Race at Work and Women in Finance Charters, welcoming applications from people of all backgrounds, regardless of age, ethnicity, disability, neurodiversity, gender, religion, marital status, sexual orientation, or socioeconomic background.

Benefits and Rewards

• Salary - £30,097
• Annual bonus (up to 10% 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 - volunteer 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