Holistic Financial Adviser in East Anglia

Join NFU Mutual as a Financial Adviser, providing holistic financial planning advice while serving customers in East Anglia. This role involves fieldwork and travel, allowing you to build strong relationships and deliver exceptional service.

As a Financial Adviser at NFU Mutual, you will engage with existing customers across Peterborough, Spalding, East Cambridge, Fenland, Diss, and Bury St Edmunds. Your expertise in life insurance, pensions, and wealth management will guide customers in achieving their financial goals. You will uphold the company's mutual ethos, ensuring high satisfaction ratings and policy renewal.

Key Responsibilities:

• Provide tailored financial advice on life insurance and investments

• Collaborate with local NFU Mutual Agencies for support

• Foster relationships with small and high-net-worth investors

• Deliver exceptional personal service to clients

• Maintain high standards of customer satisfaction

Requirements:

• Fully FPC qualified plus CAS and QCA Level 4

• Experience in delivering regulated advice face to face

• Strong knowledge of UK financial regulatory frameworks

• Familiarity with end-to-end sales processes

• Updated on industry developments

Be a trusted advisor and help customers secure their financial futures with NFU Mutual.
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