Financial Advisor in Stokesley

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 North Yorkshire.

NFU Mutual is growing, and as a Financial Advisor you will 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.

As a Financial Advisor, you will work closely with specific Agencies in the NFU Mutual Agency Network in the North Yorkshire region. Each agency has an average of 2,500 customers and agency staff who will work to deliver a full diary just for you. Your drive, vision and personal ambition are the only limit to your future earning potential.

You will develop strong customer relationships from warm leads, with a range of customers from small investors to high net worth individuals. You will 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.

As a mutual, we are owned by our customers, so it is vital we always do the right thing for them. That is why we are 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.

We are looking for people dedicated to delivering the best financial outcomes for clients. You are competitive, someone who loves to exceed expectations, both ours and our customers. You are driven to be the best at what you do.

An expert at building trusting relationships, you will 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.

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 are 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.

When you join our team, you can expect a supportive culture and an attractive range of rewards and benefits including:

• Salary £47,000 to £60,000
• Company car scheme
• Uncapped commission 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 - 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

We are one of the UK’s leading general insurance and financial services companies. For over 110 years we have put our customers at the heart of everything we do. Our people are just as important to us.

We pride 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.