Financial Advisor - Bangor
1 month ago
Job summary
Financial Advisor – North Wales Providing holistic financial planning advice to existing NFU Mutual clients Partnering with Agencies of NFU Mutual developing relationships with customers Field based position with frequent travel around North Wales 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 Why is this important to you Well as a Financial Advisor you'll work closely with Agencies in the NFU Mutual Agency Network in the wider Bangor area Each agency has an average of 25 0 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’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 protect them their families businesses As a mutual we’re owned by our customers so it’s vital we always do right thing for them That’s why we’re proud impressive policy renewal rate high customer satisfaction scores These results show how much our customers across UK appreciate approach.
Job description
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