Financial Adviser jobs in Warwick
- NFU MutualStratford-upon-Avon
- We also provide a wide range of financial services that support our customers’ financial wellbeing.
- By providing clear, trusted advice and high-quality service,…
- Quilter AcademyBirmingham
- Apply today and start your journey toward a fulfilling new career as a financial adviser.
- This includes tools, mentoring, and business support to prepare you…
- Coventry City CouncilCoventry CV1 2GN
- Join us and help schools across Coventry maintain strong financial management, navigate financial challenges and make informed decisions that support their long…
- View all Coventry City Council jobs - Coventry jobs - Finance Officer jobs in Coventry
- Salary Search: Schools Finance Officer salaries in Coventry
- See popular questions & answers about Coventry City Council
- Partnership RecruitmentWarwick North CV34 6WE
- Understanding of corporate financial planning needs for Company Directors.
- Join a financial planning firm where relationships still really matter.
- View all Partnership Recruitment jobs - Warwick North jobs
- Salary Search: Financial Advisor salaries in Warwick North
- The Openwork PartnershipLeamington Spa
- Understanding of corporate financial planning needs for Company Directors.
- Join a financial planning firm where relationships still really matter.
- The Openwork PartnershipLeamington Spa
- Understanding of corporate financial planning needs for Company Directors.
- Join a financial planning firm where relationships still really matter.
- SchrodersBirmingham
- You will collaborate with experienced professionals, work closely with clients, and develop a strong understanding of investments, financial planning, and…
- A01 Santander UK plcBirmingham
- Demonstrating deep understanding of wider financial affairs and financial products to ensure that knowledge is comprehensive, and client focused.
- The Royal Orthopaedic Hospital NHS Foundation...Birmingham B31 2AP
- Working closely with budget holders and managers, the postholder provides financial advice, investigates and resolves financial system issues, develops strong…
- AFH Financial GroupBromsgrove B60 4JE
- AFH Wealth Management is one of the UK’s leading independent financial advisory and wealth management firms - providing expert advice and long‑term financial…
- Skipton Building SocietySolihull
- Our purpose is to help more people have a home, help people save for life ahead and support long term financial wellbeing.
- What Will You Be Doing?
- View all Skipton Building Society jobs - Solihull jobs
- Salary Search: Financial Consultant salaries in Solihull
- See popular questions & answers about Skipton Building Society
- BarclaysBirmingham
- A recognised financial planning qualification at RDR Level 4 or above—this is essential.
- Clients benefit from a seamless experience that blends digital channels…
- View all Barclays jobs - Birmingham jobs - Wealth Manager jobs in Birmingham
- Salary Search: Wealth Planner - Wealth Management salaries in Birmingham
- See popular questions & answers about Barclays
- CRS LtdBirmingham
- Demonstrating deep understanding of wider financial affairs and financial products to ensure that knowledge is comprehensive, and client focused.
- View all CRS Ltd jobs - Birmingham jobs - Investment Consultant jobs in Birmingham
- Salary Search: Investment Advisor salaries in Birmingham
- See popular questions & answers about CRS Ltd
- Rayment RecruitmentBirmingham
- Deliver holistic financial planning across pensions, investments, protection, and retirement strategies.
- Take the next step in your career and become a trusted…
- Dobson WelchBirmingham B3 2DF
- Interpret financial and supporting information to package deals effectively.
- Proven experience within the financial services sector, ideally in commercial…
- View all Dobson Welch jobs - Birmingham jobs - Broker jobs in Birmingham
- Salary Search: Commercial Finance Broker- Birmingham salaries in Birmingham
- QuilterBirmingham
- It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.
- View all Quilter jobs - Birmingham jobs
- Salary Search: Financial Planner salaries in Birmingham
- See popular questions & answers about Quilter
Financial Services Advisory Graduate Scheme
Financial Services Advisory Graduate Scheme
Job details
Full job description
Scheme summary
Launch your career with our 2027 Finance Services Graduate Scheme
- Develop a broad understanding of Financial Services through practical experience across a range of departments.
- Work towards your Diploma in Financial Planning and insurance qualifications, with mentoring and support throughout.
- Join a supportive graduate community where you can build your network, share experiences and learn from others from day one.
- Salary - £33,000 + up to 10% annual bonus + annual pay reviews
- Start date – September 2027
- Scheme length – 3 years
- Location – Stratford-upon-Avon, with hybrid working depending on business needs
- Criteria – You’ll need at least a 2:2 degree in any subject.
About the scheme
At NFU Mutual, we’re more than an insurance organisation. We also provide a wide range of financial services that support our customers’ financial wellbeing.
Our Financial Services teams offer tailored solutions to help customers plan for the future with confidence. This includes support with pensions, investments, protection and wealth management.
We take time to understand each customer’s circumstances and goals. By providing clear, trusted advice and high-quality service, we help them create financial plans that meet their needs, both now and in the future.
On our three-year graduate scheme, you’ll gain practical experience across different areas of Financial Services. You’ll rotate through our teams and learn how we support customers, manage products and work within a regulated industry. Each placement will help you build a broad range of skills and discover where your strengths and interests lie.
Your placements may include:
- Operations team – keep things running smoothly, manage our pension, investment, and protection products from the moment a customer signs up through to policy maturity.
- Financial Advisers – really get to know our customers, helping them find the right life insurance, pension, investment and wealth management products that fit their needs.
- Governance and Risk – make sure everything runs efficiently and safely, implementing smart processes and keeping us on track with regulatory guidelines.
You’ll be based in Stratford-upon-Avon, with hybrid working depending on business needs. Regular office time will help you collaborate with your team and learn from experienced colleagues.
This is a three-year programme. Please note this role is not eligible for Skilled Worker visa sponsorship, as it does not fulfil the current sponsorship criteria set by the Home Office (although these criteria change from time to time). Candidates must have, or be able to obtain, permission to work in the UK in a way that enables them to undertake the role and complete the programme.
If you need any adjustments during the recruitment process, please let us know. We’ll work with you to understand what support would help you perform at your best.
Please apply as soon as you can. If we receive enough applications, we may close this vacancy early.
What you can expect
During your first year, you’ll spend time with our Head Office teams. You’ll learn about our customers, products and processes. You’ll also build your confidence in handling customer enquiries.
You’ll gain experience outside Head Office too. This may include:
- supporting our Sales Managers with lead generation
- spending time in one of our local branches
- shadowing a Financial Adviser and learn more about the role.
Some travel will be required during your first year.
As you progress through the scheme, you’ll work across different departments. This will help you understand our Financial Services strategy and how each team contributes to it.
In your final year, you’ll move into a Non-Advised Sales Consultant role. You’ll contact existing customers to discuss our Financial Services products. This role will help you develop your sales skills, customer communication skills and deepen your product knowledge. This is fantastic foundation if you’re interested in becoming a Financial Adviser.
You’ll also have opportunities to support projects across our Agency Network. These may involve changes to regulations, systems or processes.
We’ll support your career development throughout the scheme with a structured plan, performance reviews twice a year, and the potential for competitive salary increases and progression. You’ll receive support as you work towards your Diploma in Financial Planning, ensuring you’re fully equipped for your career ahead.
Application Process
If your application is shortlisted, there are three stages:
- Online assessment – to help us understand how you learn and solve problems.
- Video interview – a short interview to learn more about you.
- Assessment centre – an in-person day where you’ll take part in activities such as a group exercise, a role-specific tack and a skills-based interview.
The assessment centres will be held at our Head Office Stratford Upon Avon, Warwickshire on Tuesday 1st and Wednesday 2nd December 2026.
Your future
This scheme is designed to support you as you work towards your Diploma in Financial Planning. You’ll also work towards relevant Chartered Insurance Institute (CII) qualifications, building the core insurance knowledge and practical skills you need for a successful career in Financial Services.
You’ll be supported by experienced colleagues, a dedicated buddy and a mentor who will help you maximise your development and career opportunities. You’ll also be part of a strong graduate community, with opportunities to connect with current and former graduates, build your network and learn from others on similar schemes.
As you come towards the end of the scheme, a careers coach will help you think about your next role and plan your next steps.
It’s 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.
What we're looking for
Qualifications and skills
You'll need to have achieved, or be on track for, at least a 2:2 degree. While your degree doesn’t need to be in a specific subject, we do prefer candidates who thrive in a target-driven environment and approach work with a positive attitude.
More importantly, we’re looking for individuals with a passion for learning, curiosity, and the potential to grow.
To help you succeed on the scheme, you’ll bring:
- Relationship-building skills – sharing information clearly and building strong working relationships.
- Strong communication and active listening skills – sharing information clearly and taking time to understand different needs.
- Adaptability and resilience – staying positive and adjusting your approach when priorities or situations change.
- Teamwork and collaboration – working with others, sharing ideas and contributing towards common goals
- Time management and organisational skills – planning your work and managing deadlines.
- Initiative and self-management skills – taking ownership and looking for ways to learn and improve.
If you can bring these qualities, we can help you develop the rest.
Work experience
Industry experience or a placement year during your degree would be a real advantage, but it isn’t essential. What matters most is that you’ve had some experience of work where you’ve been able to interact with people, build your communication skills and learn how to work well with others.
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:
- Salary - £33,000
- 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 - 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.
Working at NFU Mutual
We’re one of the UK’s leading general insurance and financial services organisations, and for over 110 years we’ve put our customers at the heart of everything we do. Our people are just as important to us, so we’re proud to be recognised as “a great place to work”.
Our Gallup Exceptional Workplace 2026 award was not only awarded with Distinction, but it also marked us as the first UK based company to earn a Gallup Exceptional Workplace award for eleven consecutive years. We’ve also been consistently recognised by Glassdoor. We appeared in the Glassdoor Best Places to Work UK list in 2023, 2024 and 2026 — and in 2026, we were the highest ranked insurance business in the UK, highlighting our strong employee experience and the positive feedback our people share on the platform.
Additionally, we were named in the LinkedIn Top Companies 2026 list of “Best midsize employers to grow your career in the UK”, and we’ve been certified as a UK Top Employer by the Top Employers Institute in 2023, 2024, 2025 and 2026.
We offer a supportive and empowering culture where people are inspired to perform, given opportunities to grow, and recognised and rewarded for 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’re successful now and in the future.
Stratford-upon-Avon
Tiddington Road
Stratford-upon-Avon
Warwickshire
CV37 7BJ
Vacancy managed by
Lynn Miller