Financial Adviser

Location: Northam

# Financial Adviser Region:
South West

Location:

Barnstaple Contract type:
Permanent Reference number: SADI
02833

Working pattern:
Full-time Salary:
Competitive Closing date: 21st October 2026

Apply now## Financial Adviser
* 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 the Barnstaple and Bideford areas## 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.  Why is this important to you? Well, as a Financial Advisor, you’ll work closely with specific Agencies in the NFU Mutual Agency Network in Barnstaple, Bideford and the wider area.

. Each agency has an average of 2,500 customers and agency staff who’ll 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’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 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. 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) Source book.
* ** 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…