Financial Adviser
Hybrid
Core
Providing holistic financial planning advice on life insurance, pensions, investments, wealth management, and inheritance tax to existing and new customers.
Role type
Field-based Financial Adviser
Builds
Client relationships and financial outcomes for NFU Mutual customers
Domain
UK Financial Services / Wealth Management
Deliverable
client delivery
Required skills
FPC qualification, CAS, QCA Level 4, regulated financial advice experience, UK regulatory compliance knowledge, end-to-end sales processes, driving
Preferred skills
Experience working with introducers, knowledge of UK financial services industry developments
Responsibilities
Partner with local Agencies, develop customer relationships, deliver advice on life, pensions, and investments, travel to multiple sites
Seniority
Mid-Senior, IC