Careers

Working for National Friendly

Life at National Friendly

We love what we do. Our people are passionate about providing a great service to our members and are dedicated to making a positive impact in their various fields. And we’re committed to developing the skills and experience of our people through accessible training and support.

So whether you’re years into your career or just starting out, if you’re keen to work in a dynamic and collaborative workplace, we want to hear from you.

Employee benefits

When you join our brilliant team of people, you’ll have access to a fantastic range of employee benefits.

Take a look at the list below to see what’s on offer (but please note that some benefits are subject to a minimum qualifying period):

There’s potential to earn a discretionary bonus based on your individual and Society performance.

As well as statutory and public holidays, annual leave entitlement starts from 25 days, rising to 28 days after 9 years' service.

This is free to all employees and provides individual healthcare cover towards private medical treatments.

Free to all employees and pays four times basic salary to your nominated beneficiaries if you should die whilst employed by the Society.

The Society will fund professional qualifications to enable employees to develop in their role.

Enhanced maternity pay over and above the statutory requirements, including the first 10 weeks at full pay.

Some benefits are subject to a minimum qualifying period.

You can exchange part of your basic salary for a monthly pension contribution whilst saving on national insurance and tax.

Contribute up to 6% of your basic pay and we’ll double that contribution up to a maximum of 12%.

We offer a cycle to work scheme where you can exchange part of your basic salary in return for a bike and accessories (up to £1,000) and save on tax and national insurance.

To help you manage the cost of travel or car parking, we can pay for your tickets upfront and you’ll repay it monthly through payroll.

Training Investor Badge CPD Courses

Our values

Vacancies

Your journey with us starts here. Please take a look below at the roles we have on offer.

If you see one you think you’re the right fit for then please send your CV and a covering email/letter to our HR Team at HR@nationalfriendly.co.uk

  Unfortunately, at this time, we don't have any job vacancies. If you're still interested in a career with National Friendly, please feel free to send a speculative CV to the above email.

Job Title: 

Business Development Consultant

 

Reports to:

Head of Intermediary Sales

 

Direct reports:

None

 

Controlled Function: 

No

 

Full-time hours

 

Monday to Friday: 35 hours/week

Location

Combination of both home working and office based (dependent on location).

           

 

Purpose of role:

 

The key purpose of this role is to promote awareness of National Friendly’s range of protection products and services to new and existing intermediaries.

 

 

Key duties and responsibilities:

 

Sales and support

·        Identify and develop new business relationships with broker and IFA accounts via telephone calls, emails, and presentations.

·        Work closely with the Field BDM team to support them on webinar/ presentation follow ups.

·        Ensure intermediaries are appropriately trained on our products and systems, and kept updated on product USPs, changes and developments.

·        Assist with the set up of new agencies and log ons for new Network/ Commission Club member firms.

·        Engage with intermediaries following events and marketing campaigns.

·        Regularly monitor sales and conversion volumes from intermediaries and report findings to maximise sales opportunities.

·        Contact all intermediaries regularly to ensure satisfaction with the working relationship, address issues, identify opportunities for improvement / additional sales opportunities and overcome obstacles to the sale of new products.

·        Identify any barriers to sale experienced by intermediaries and proactively feed them back to the Society for consideration by the Head of Sales or Commercial Director. 

·        Ensure all intermediary details / records are regularly updated and accurately maintained on the CRM system (Salesforce).

·        Assist in the development of, and effectively manage within the distribution channel, best practice Standard Operating Procedures (SOPs).

·        Provide input to distribution plans, product development and marketing in order to help the Society achieve its strategic objectives and sales targets.

·        Review and monitor market announcements/developments to ensure new sales opportunities are maximised

·        Meet sales and performance targets.

 

 

Regulatory / Compliance

·        Undertake all work in line with the Society’s service and quality standards and comply with all the Society’s policies and processes.

·        Communicate the Society’s values in dealings with colleagues and intermediaries and other third parties with particular attention to the principles of Treating Customers Fairly and acting with integrity, at all times acting as an ambassador of the Society.

·        Ensure all correspondence is safely stored and available for reference in compliance with all data protection policies and regulations.

·        Comply with all relevant regulatory and legal requirements including the FCA and PRA rules, the UK General Data Protection Regulations, and all relevant health & safety, anti-money laundering, and anti-bribery and corruption laws.

·        Maintain high personal standards in terms of attendance, time-keeping and general conduct.

 

 

The duties and responsibilities above are not exhaustive and the role holder may be required to undertake other activities consistent with the general nature and purpose of the role. Duties may vary between individuals with the same or similar job title according the needs of the Society.

 

National Friendly may review and amend this job description at its discretion. This job description does not form part of the individual’s terms and conditions of employment.

 

 

Job Description

Job Title: Risk & Assurance Officer

Reporting to: Senior Risk & Assurance Team Leader

Direct reports: None

Full-time hours: 35 per week default

Salary £27,500 - £30,680

Location: Bristol – 11 – 12 Queen Square, Bristol, BS1 4NT (discretionary hybrid working: minimum 3 days per week office based)

Key duties and responsibilities:

  • Assisting with the monitoring and reporting on the overall internal control framework across the Society.
  • Work with the 1st line to document their key risks and controls.
  • Assisting the Senior Risk & Assurance Team Leader to carry out 2nd line risk and compliance deep dives and thematic reviews; aligned to key themes within the Society’s risk profile.
  • Support the Senior Risk & Assurance Team Leader in undertaking a programme of key control testing and reporting; aligned to key risks. To include the assessment of the individual and overall control effectiveness.
  • Assist with providing periodic reporting for relevant forums and committees.
  • Support and guide the maintenance of the loss events database, tracking actions through to completion.
  • Assist with the monitoring and maintaining of the risk management system (JCAD)
  • Identify and assess emerging risks and conduct horizon scanning.
  • Assist with the monitoring and embedding of Key Risk Indicators (KRIs) and report to the Risk & Compliance Committee and Executive Committee, where appropriate.
  • Support the monitoring of risks against the societies risk appetite framework and provide updates to the Risk & Compliance committee, where appropriate.
  • Undertake on-boarding and ongoing due diligence , to include intermediaries, introducers, IFA’s, outsourcers and key suppliers.
  • Support and develop key workstreams of the risk management team, including (but not limited to) Business Continuity, Operational Resilience, Third Party Risk Management, and Climate Risk.
  • Support the Data Protection Officer, assisting with the investigation and reporting of data breaches, as well as processing Subject Access Requests and providing assistance with other data protection matters when required.

 

Compliance and Personal Development

Ensure compliance with all appropriate rules and regulations and take responsibility for own performance and personal development, to include:

  • Undertake all work in accordance with the Society’s service and quality standards and comply with all the Society’s policies, processes and the Code of Conduct.
  • Meet the required professional duties and standards set by the PRA, FCA, and other regulators where appropriate, and comply with all other relevant regulations including the UK General Data Protection Regulations, health & safety and anti-money laundering laws.
  • Ensure high personal standards in terms of attendance, time-keeping and general conduct.
  • Keep abreast of market and professional developments and ensure skills and knowledge develop to ensure an appropriate level of competence.