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Copyright © 2025
Copyright © 2025
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About the role:
NFU Mutual is recruiting an experienced Paraplanner to join the Financial Services Governance & Risk team on a full-time, permanent basis.
At NFU Mutual, we’re more than insurance – we’re a financial services provider helping customers shape their financial future. Our expert teams deliver trusted advice and tailored solutions, giving clients the confidence to plan for today and tomorrow.
As Paraplanner, you’ll work closely with our successful and dedicated Financial Advisers playing a key role in shaping the future of our clients’ financial journeys – providing expert technical support, smart systems know-how, and trusted financial planning expertise to our advisers. You’ll help deliver a smooth, compliant, and efficient advice process that meets the highest NFU Mutual standards while keeping our clients at the heart of everything we do.
You’ll be responsible for writing comprehensive reports following meetings that have been held with customers and the Financial Advisers, ensuring that all advice and recommendations are clear and straightforward. You’ll critically assess the recommendations made by Financial Advisers, ensuring alignment with current guidance and Financial Conduct Authority (FCA) rules, and are expected to question and challenge advisers to maintain high standards of advice.
Additionally, you’ll manage the Adviser Centre mailbox, handling queries from Financial Advisers, and provide coaching to new advisers, helping them understand processes and best practices. You’ll also analyse and support possible pension transfers to NFUM and cascade any changes in regulations, processes, or company policies to Financial Advisers.
The Paraplanner role is home-based, with quarterly team meetings at NFU Mutual’s Head Office in Stratford-upon-Avon. Additionally, you’ll likely spend more time at Head Office during training and induction in the early weeks so we can provide the best possible support as you get started.
Regulatory Information Certification
This role is subject to certification
Certification applies to key roles within the organisation that meet set criteria defined by our regulators. Certification is an internal process undertaken in line with regulatory requirements that is to be in place on appointment and annually thereafter.
Certified Function
This role is subject to certification for NFU Mutual Select Investments Ltd due to being identified as: Client Dealing, previously CF30 A person who performs the client-dealing certification function which involves any of the following activities: advising on investments and performing other functions related to this such as dealing and arranging.
Function Requiring Qualification
A person carrying out a role that requires a regulatory qualification as defined within the FCA Training & Competence (T&C) Sourcebook.
About you:
You must hold a Level 4 Diploma in Financial Planning and have experience dealing with complex financial information within a regulated environment. A high level of attention to detail, strong relationship-building skills, and the ability to multitask are essential. The role requires someone who is highly organised, analytical and be capable of making decisions.
You’ll be able to write clear, concise reports that are easy for customers to understand. Full training on our processes will be given.
As well as the above you will:
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.
Benefits and Rewards:
When you join our team, you can expect a supportive culture and an attractive range of rewards and benefits including:
Working at NFU Mutual:
We’re one of the UK’s leading general insurance and financial services companies. For over 110 years we’ve 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.