At a Glance
- Tasks: Provide holistic financial advice and build strong customer relationships.
- Company: Join NFU Mutual, a leading financial services organisation with a supportive culture.
- Benefits: Competitive salary, uncapped commission, company car, and generous leave.
- Other info: Dynamic field-based role with travel and opportunities for community volunteering.
- Why this job: Make a real impact on clients' financial futures while enjoying career growth.
- Qualifications: FPC qualified with experience in delivering regulated financial advice.
The predicted salary is between 50000 - 88000 £ per year.
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Employer: NFU Mutual
Location: Knutsford
Salary: Competitive Basic Salary with £80,000 OTE, Car and benefits
Closing date: 27 Sep 2026
Sector: Banking and Financial Services
Contract Type: Permanent
Hours: Full Time
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 with frequent travel to include a select combination of the following areas; Cheshire and Shropshire regions.
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. 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.
About you:
We're looking for 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.
- 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 with a proven track record of financial results
- Strong knowledge and understanding of the UK financial services regulatory and compliance framework
- Good knowledge of end-to-end sales processes, preferably with experience of working with introducers
- Knowledge of developments in the UK financial services industry
- Full UK driving licence
This is a field based 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 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.
NFU Mutual supports an inclusive workplace and values 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.
Benefits and Rewards:
- Basic salary range starting from £50,000 + Uncapped commission 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 - 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.
- Salary sacrifice employee car scheme - subject to eligibility
Working at NFU Mutual:
We're one of the UK's leading general insurance and financial services organisations, and for over 110 years we've put our customers at the heart of everything we do. Our people are just as important to us, so we're proud to be recognised as "a great place to work".
Knutsford: We have over 300 local Agency offices across the UK who look after existing customers and attract new ones.
Financial Adviser in Knutsford employer: ENGINEERINGUK
Superdrug is an exceptional employer that prioritises its team members and customers, fostering a vibrant work culture where fun and hard work go hand in hand. Located in the bustling Deepdale Shopping Centre, employees enjoy flexible hours, competitive pay, and generous benefits including up to 28 days of holiday and a substantial discount for friends and family. With a strong focus on personal development and excellent training opportunities, Superdrug empowers its staff to thrive in their roles while delivering outstanding service to customers.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser in Knutsford
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We think you need these skills to ace Financial Adviser in Knutsford
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
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