Financial Services Advisory Graduate Scheme

Salary - £30,000 + up to 10% annual bonus + annual pay reviews Start date September 2025 Scheme length 3 years Location Stratford upon Avon hybrid working Entry criteria - minimum degree classification of 2:2, any degree subject At NFU Mutual, were more than just an insurance organisation were a comprehensive financial services provider dedicated to supporting our customers financial wellbeing.
Our Financial Services teams offer tailored solutions that help clients navigate their financial journeys with confidence.
With clear, trusted advice and top-notch customer service, we empower our customers to create solid financial plans that reflect their unique circumstances now and, in the future.
Check out the role overview below If you are confident you have got the right skills and experience, apply today.
Our Financial Services teams are at the forefront of this mission!
The Operations team is all about keeping things running smoothly, managing our pension, investment, and protection products from the moment a customer signs up through to policy maturity.
Our Financial Advisors love getting to know our customers, helping them find the right life insurance, pension, investment, and wealth management products that fit their needs.
And our Governance and Risk team is here to make sure everything runs efficiently and safely, implementing smart processes and keeping us on track with regulatory guidelines.
As a graduate, youll find yourself in the thick of our Financial Services action.
The three-year scheme will see you rotate through each of our teams, gaining valuable insight and hands-on experience.
These rotations will help you develop a diverse skillset while also giving you the chance to discover which area sparks your interest most.
What you can expect In your first six months, youll kick off your journey in our Customer Enquiries Team, where youll learn the ropes of engaging with customers and handling their enquiries.
This is the perfect starting point to get to know our customers, products, and processes.
After that, youll spend some time on the road supporting our Sales Managers with lead generation and even have the chance to work in one of our local branches, shadowing a Financial Advisor to see what the role is all about.
Just a heads up therell be ad-hoc travel involved during the first year!
Throughout the scheme, youll also gain experience in various departments to get a feel for the Financial Services strategy.
In your final year, youll step into the role of a Non-Advised Sales Consultant, reaching out to NFU Mutual customers to discuss our Financial Services offerings.
This fast-paced role will sharpen your sales skills and deepen your product knowledgea fantastic foundation if youre looking to become a Financial Advisor.
Alongside this, youll also be given the opportunity to take on some project work, such as supporting our Agency Network with upcoming changes, whether thats regulatory, systems, or processes.
Plus, youll receive support as you work towards your Diploma in Financial Planning, ensuring youre fully equipped for your career ahead.
Your future Throughout the scheme, youll strengthen your core insurance skills, earn CII qualifications, and develop essential competencies to set you up for a successful career.
You'll be fully supported along the way, with a dedicated buddy and mentor, plus a strong network of current and former graduates.
As you near the end of the scheme, a careers coach will be there to guide you in planning your next steps.
Its not all about work either.
We encourage our graduates to get involved in extracurricular activities, from volunteering and organising charity or social events to representing NFU Mutual at industry events, all in line with our Environmental, Social, and Governance (ESG) framework.
Application process If your application is shortlisted, youll be invited to complete an online assessment designed to measure your potential for success, such as your ability to learn and solve problems.
The following stage isa short video interview, and the final stage will be an in-person assessment centre, where youll participate in a variety of activities, including a group exercise, a role-specific exercise, and a skills-based interview.
These will be taking place end of November / early December.
This vacancy may close early depending on application volumes, so we recommend getting your application in as soon as possible!
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're 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.
What we're looking for Qualifications and skills Our entry requirement for this scheme is for you to have obtained, or be working towards, a minimum degree classification of 2.2.
You dont need a degree in a particular area - were interested in your passion for learning, curiosity and your potential.
Youll need to be someone who can thrive in a target-driven environment, approaching work with a positive attitude.
For our Financial Service Advisory schemes, well also be looking out for: Your ability to build strong relationships Strong communication and active listening skills Adaptability and resilience Teamwork and collaboration Effective time management and organisational skills Self-management and initiative If youre able to bring these, we can teach you the rest regardless of what degree you studied.
Work experience If youve gained industry experience or completed a placement year during your degree, thats fantastic!
But dont worry if you havent its not a requirement for the scheme.
What we do ask for is some previous work experience where youve had the opportunity to interact with people.
Benefits and Rewards When you join our team,you can expecta supportive cultureandanattractive range ofrewards and benefitsincluding: Salary - £30,000 Annual bonus (up to 10% 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 - volunteerin the community for one day each year Unlimited access to Refer a Friend £500 bonus scheme Life Assurance coverof 4 x salary Employee discounts of 15% on a range of NFU Mutual insurance policies.
Working at NFU Mutual Wereone of the UKs leading general insurance and financial services companies.
For over 110 yearsweveput our customers at the heart of everything we do.Ourpeopleare just as important to us.Wepride ourselves on being a great place to work and we're one of only 60 companies across the globe to receive a Gallup Exceptional Workplace 2024 award, and one of only 2 companies to receive the award for the ninth consecutive year.
We were also named in the LinkedIn Top 25 Companies List 2021, 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 and 2024.
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.
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