Financial Advisor

NFU Mutual Group; Diss; Hybrid; GBP 60,000 - GBP 80,000; Full time

Job summary

A leading financial services provider in the UK is seeking a Financial Advisor based in Diss. The successful candidate will provide holistic financial planning advice to existing clients, develop strong relationships with local Agencies, and deliver excellent customer service in life insurance, pensions, and investments. This field-based role involves travel throughout Suffolk, with competitive salary and comprehensive benefits including a company car and uncapped bonus potential.

Benefits

Competitive salary and uncapped bonus scheme

Company car scheme

Annual bonus up to 5%

Contributory pension scheme up to 20%

25 days annual leave plus bank holidays

Health and wellbeing plan

Employee Volunteering days

Life Assurance cover of 4 x salary

Discounts on insurance policies

Qualifications

• Expert at building trusting relationships with clients.
• Experience in delivering regulated financial advice to UK customers.
• Strong knowledge of the UK financial services regulatory framework.

Responsibilities

• Provide holistic financial planning advice to existing customers.
• Develop relationships with local Agencies and their customers.
• Offer advice on life insurance, pensions, and investments.

Skills

Financial planning advice

Relationship building

Regulated financial advice

Sales processes

Education

Fully FPC qualified

CII Diploma in Financial Planning

Job description

# Financial AdvisorRegion: EastLocation: DissContract type: PermanentReference number: SADI02683Working pattern: Full-timeSalary: Competitive Basic Salary with £100,000 OTE, Car and benefits## Financial Advisor* 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 the Suffolk region## About the roleNFU 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 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 customers’ 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 youWe’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 RewardsWhen you join our team,you can expecta supportive cultureandanattractive range ofrewards and benefitsincluding: * Competitive Salary and uncapped bonus scheme * Company car scheme * 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 - volunteerin the community for one day each year * Unlimited access to Refer a Friend £500 bonus scheme * Life Assurance coverof 4 x salary * Employee discounts of 15% on a range of NFU Mutual insurance policies. * Salary sacrifice employee car scheme - subject to eligibility## Working at NFU MutualWe’reone of the UK’s leading general insurance and financial services companies. For over 110 yearswe’veput our customers at the heart of everything we do.Ourpeopleare just as important to us. Wepride 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 are a leading provider of General Insurance and Financial Services. From our strong farming roots we’ve grown to become a UK-wide organisation, turning over £1billion 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 organisation. Talented people like you.