NFU Mutual
Paraplanner
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Paraplanner
Support Financial Advisers with technical financial planning advice and compliant customer reports
Join a small, valued team where your expertise helps shape quality customer outcomes
Homeworking role
About the role
As a Paraplanner at NFU Mutual, you’ll provide financial planning support and systems and technical guidance to Financial Advisers, so they can deliver a compliant and efficient sales and advice process.
You’ll join the Financial Services team and work closely with our Financial Advisers across the UK. Our expert team helps deliver trusted advice and tailored solutions by reviewing recommendations, building suitability reports, ensuring advice meets regulatory requirements, and providing expert technical support through a central mailbox.
In this role, you’ll interpret and evaluate the quality of financial planning advice, compose and review draft financial reports, ensuring that all advice and recommendations are clear and straightforward. You will critically assess the recommendations made by advisers, ensuring alignment with current guidance and rules, and are expected to question and challenge advisers to maintain high standards. You’ll also identify improvements to the advice proposition, share feedback on trends, risks and training needs, and support short-term activities agreed with your line manager.
The role is full-time, home-based, with quarterly team meetings at NFU Mutual’s Head Office in Stratford-upon-Avon. Additionally, you’ll 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.
About you
You communicate clearly, make considered decisions, and take an analytical, inquisitive approach to your work. You’ll keep customers, quality and compliance at the centre of the advice process. You’re comfortable explaining complex information and working with others to deliver practical, timely outcomes. 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, uses their initiative and is capable of making decisions. You’ll be able to write clear, concise reports that are easy for customers to understand.
You must hold a Level 4 Diploma in Financial Planning and have experience dealing with complex financial information within a regulated environment.
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To join NFU Mutual, you’ll also bring:
- Industry regulation awareness, including a strong understanding of Financial Services regulatory and compliance frameworks.
- Experience analysing financial data, including pension and inheritance tax calculations.
- Significant knowledge of tax and financial planning solutions, with good knowledge of end-to-end sales processes, systems and tools.
- Good IT and report writing skills, with the ability to compose and review clear suitability reports.
- Experience developing practical solutions to technical business issues.
- An analytical mind, and passion about providing high-quality financial support and advice.
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 us
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:
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- Salary - £45,000
- 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 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.
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