Financial Services Coordinator

Salary: £12,000 per annum (dependant on experience)

Part Time position (15 hours per week)

Permanent Contract

Location: Bury St Edmunds

About Us:

NFU Mutual, a leading general insurer and financial services company, has been serving the rural community for over 110 years. As their local agency office in Bury St Edmunds, Blackwell, Walters, Santon & Anthony deliver their award-winning service and sell their product range across our region, championing the honest, personal approach to customer service for which they’re famous. You will get the advantage of working for a small friendly business backed by a national firm.

This role is an exciting opportunity for anybody who is looking to join a well-respected branch of NFU Mutual, to work within a vibrant and enthusiastic team.

You’ll be playing a key role in growing the agency’s business.

Responsibilities:

This is an integral role to our Financial Services growth. Your experience in generating leads from an existing book of general insurance customers, qualifying customer leads generated by the team and providing high-quality administrative support will be invaluable to the whole team. You will act as the point of contact for the team and client queries with regards to our Financial Services products. You will be working closely with our Financial Adviser, ensuring their diary is filled with quality appointments.

You will spend your day making outbound calls, emails and communications to contact prospective customers, increasing our profile in the local community and arranging appointments both for our Financial Adviser and our non-advised telephone team. You will also be involved in creating and implementing marketing campaigns and putting together team incentives to maintain motivation within the wider team, thus ensuring regular engagement with financial services across the Agency.

If you are a highly motivated and have relevant experience with a proven track record of success in a similar role, we encourage you to apply. There is no advice to be given to customers and you are not required to hold Insurance qualifications.

Knowledge, Skills & Attributes:

• This role would suit an experienced Business Developer.

• Charismatic and brilliant with people.

· An understanding of financial products of pensions, investments, protection policies – you will not be selling or advising on these products but need a good basic understanding of them.

• Excellent time management and organisational skills.

• Be able to engage with customers and demonstrate the value in our products.

• Be willing to learn and be enthusiastic. Able to problem solve, use own initiative and judgement.

• Demonstrate attributes of honesty, integrity, due skill, care, and diligence. Be flexible, adaptable, and open to new ideas

• Strong I.T. literacy, being proficient in the use of MS Office Applications including Outlook, Teams, Word, and Excel

Minimum Qualification required:

• Maths and English GCSE at grade C (4) or above

Our commitment to you:

To allow you to perform to your best, we will invest in your personal development and provide a comprehensive training plan and the ability to develop your role within our business. We will provide a professional, hardworking yet supportive and friendly environment, with a strong team ethos and ethical practices.

Benefits:

• Targeted role with bonus scheme

• NEST Pension Scheme

• BUPA Cash Plan

• Employee Volunteering – volunteer in the community for one day each year

• Free On -Site parking

• A Family Friendly policy that helps you balance your work and family responsibilities

• Increasing Holiday for Long Service

• Social Events

• Hybrid working can be considered for the right candidate

To apply for our vacancy for a Financial Services Co-ordinator, please forward us a copy of your CV before 24 January 2025.

We look forward to hearing from you.

Job Types: Part-time, Permanent

Pay: From £12,000.00 per year

Expected hours: 15 per week

Additional pay:

• Bonus scheme

Benefits:

• Company events
• Company pension
• Flexitime
• Free flu jabs
• Free parking
• On-site parking
• Private medical insurance
• Sick pay
• Work from home

Schedule:

• Monday to Friday

Education:

• GCSE or equivalent (required)

Language:

• English (required)