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- Tasks: Provide holistic financial planning advice and build strong customer relationships.
- Company: Join NFU Mutual, a leading insurance and financial services company.
- Benefits: Enjoy competitive salary, uncapped commission, and generous annual leave.
- Why this job: Make a real impact by helping clients secure their financial futures.
- Qualifications: FPC qualified with experience in delivering regulated financial advice.
- Other info: Dynamic role with travel opportunities and a supportive workplace culture.
The predicted salary is between 36000 - 60000 £ per year.
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 Kent, Surrey and East Sussex.
About the role: 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 Agencies in the NFU Mutual Agency Network in the Kent, Surrey and East Sussex regions. 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.
About you: 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.
Benefits and Rewards: When you join our team, you can expect a supportive culture and an attractive range of rewards and benefits including:
- 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
Working at NFU Mutual: 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.
Financial Advisor in Uckfield employer: NFU Mutual
Contact Detail:
NFU Mutual Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor in Uckfield
✨Tip Number 1
Network like a pro! Get out there and connect with local agencies and potential clients. Attend events, join community groups, and don’t be shy about introducing yourself. The more people you know, the better your chances of landing that Financial Advisor role.
✨Tip Number 2
Show off your expertise! Prepare to discuss your knowledge of financial products and regulations in detail. Be ready to share examples of how you've helped clients in the past. This will demonstrate your value and make you stand out from the crowd.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to refine your pitch. Focus on your ability to build relationships and provide tailored advice. The more comfortable you are, the more confident you'll come across in real interviews.
✨Tip Number 4
Apply through our website! We want to see your application, so make sure you submit it directly on our platform. It shows you're serious about joining NFU Mutual and helps us keep track of your progress throughout the hiring process.
We think you need these skills to ace Financial Advisor in Uckfield
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Advisor role. Highlight your qualifications, experience, and skills that align with what we're looking for. Use keywords from the job description to show you understand what we need.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for financial advising and how you can contribute to our mission at NFU Mutual. Be genuine and let your personality come through – we want to know the real you!
Showcase Your Relationship-Building Skills: As a Financial Advisor, building trust is key. In your application, give examples of how you've successfully built relationships in the past. This will help us see how you can connect with our customers and agencies.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you'll find all the info you need about the role and our company there!
How to prepare for a job interview at NFU Mutual
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products like life insurance, pensions, and investments. Be ready to discuss how these can benefit different types of customers, from small investors to high net worth individuals.
✨Build Rapport
Since this role is all about developing strong customer relationships, practice your interpersonal skills. Think of ways to connect with potential clients and show genuine interest in their financial goals during the interview.
✨Understand the Company Culture
Familiarise yourself with NFU Mutual's values and commitment to customer service. Highlight your alignment with their mission to do the right thing for customers, as this will resonate well with the interviewers.
✨Prepare for Scenario Questions
Expect questions that ask how you would handle specific client situations or challenges. Prepare examples from your past experience where you've successfully navigated similar scenarios, showcasing your problem-solving skills and customer focus.