£44,000 - £50,000 + up to 17.5% annual bonus + excellent benefits package
Stratford-upon-Avon
Provide training across our companys Financial Services(FS)division
Enjoy a varied role, includingundertaking project work and process improvement opportunities
Informal hybrid working arrangementsavailable
About the role
As aFinancial Services Training Improvement Consultant,youll play a pivotal role in developing, implementing, and continually improving training for our FS division. This will include undertaking inductions for our Financial Advisory (FA) population, as well as ensuring they are kept fully updated and compliant with Life Sales processes and regulations!
Hybrid working from our Stratford-upon-Avon offices, you will deliver a range of training during your office-based days (circa 2-3 per week), working with circa 75 Financial Advisors, as well as our NAS (Non-advised Sales) colleagues. Youll also support the Life advice proposition, working with Operations, Risk and Governance departments, ultimately ensuring compliance via the right training & improvement plans for our FS staff.
Youll also be responsible for:
Designing and delivering training to equip users with the knowledge to implement changes confidently and in line with company advice standards
Supporting changes to Life Sales processes, systems (including Point of Sale), modelling tools, and documentation to support effective and compliant advice delivery
Identifying and reporting on issues and risks, proposing mitigation plans in line with audit and regulatory requirements
Delivering short-term projects and activities to agreed standards
About you
With a highly motivated and proactive mindset, and astrong backgroundworkingwithinaFS/ Advisory setting, you will be QCF Level 4 Qualified (Diploma in Financial Planning / DipFA)and be excited to thrive in a fast-paced, training environment!
You will also be able to showcase:
Experience working in Financial Service functions, offering support and/or training
Significant technical understanding of financial services regulatory regimes, including COBS
Ability to deliver business process improvements and an efficient approach to your work
A good understanding of tax and Financial Planning solutions and products
Prior knowledge of using Training software - ideally Articulate
Excellent interpersonal and communication skills
Ability to work collaboratively within a team and across departments
In short, this is a fantastic role for someone who is currently in a financial advisory / planning role (i.e. Paraplanner) position, who is keen for an exciting career change!
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
Salary of £44,000 to £50,000
Annual bonus (up to 17.5% 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 - volunteer in the community for one day each year
Unlimited access to Refer a Friend £500 bonus scheme
Life Assurance cover of 4 x salary
Employee discounts of 15% on a range of NFU Mutual insurance policies.
Salary sacrifice employee car scheme - subject to eligibility
Working at NFU Mutual
Were one of the UKs leading general insurance and financial services companies. For over 110 years weve 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.
Closing date: 27 th
January 2026
TPBN1_UKTJ
- Location:
- Gb
- Job Type:
-
FullTime
- Category:
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Consulting;Education;Consulting