Training Improvement Consultant for our Financial Advisory population

Job Description

Training Improvement Consultant for our Financial Advisory population

• Deliver training across the Financial Services division at NFU Mutual


• Varied role with project work and process improvement opportunities


• Hybrid working available outside of peak activity times

About the role

Since NFU Mutual was established in 1910, we’ve been committed to providing a broad range of General Insurance and Financial Planning Services. Our Financial Advisers play a vital role in supporting customers across the UK with life insurance, pensions, investments, wealth management and Inheritance Tax planning.

To ensure our advisers can deliver high quality, compliant advice, we have a team of in-house trainers, who equip them with the right tools and provide ongoing training that helps them feel confident and supported in their roles.

As a Financial Services Training Improvement Consultant, you’ll take a lead role in continually enhancing the training and development of more than 75 Financial Advisers, along with our Non advised Sales (NAS) colleagues. You’ll design and deliver comprehensive induction programmes, collaborate closely with Operations, Risk and Governance teams, and ensure our financial advisers & NAS employees remain up to date and compliant with Life Sales processes and regulatory requirements.

In this role, you’ll also:

• Design and deliver training that helps our users feel confident to implement changes and ensure they work in line with our advice standards


• Support updates to Life Sales processes, systems (including Point of Sale), modelling tools and documentation—ensuring our Financial Advisers can provide effective, compliant advice


• Identify and report issues or risks, recommending practical mitigation plans that meet audit and regulatory expectations


• Deliver short term projects and activities to agreed quality standards.

This role is based at our Tiddington Head Office near Stratford upon Avon. We recognise the importance of a positive work–life balance, so while the role involves office based delivery, we also support hybrid working, which is typically around two days per week from home outside of peak activity periods.

About you

You are highly motivated, proactive, and focused on delivering efficient business process improvements. With a strong background in a Financial Services or Advisory setting, you hold a QCF Level 4 qualification (Diploma in Financial Planning/DipFA) and thrive in a fast paced training environment. You work collaboratively across teams and departments, building strong relationships to support effective training delivery.

To join our team, you will also bring:

• Experience working within Financial Services functions, providing support and/or training


• Strong technical understanding of financial services regulatory regimes, including COBS


• Good knowledge of tax and Financial Planning solutions and products


• Experience using training software – ideally Articulate


• Excellent interpersonal and communication skills

This role is ideal for those currently working in a financial advisory or planning position - such as a Paraplanner - who are looking for an exciting and rewarding 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

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.