Portfolio Planning Lead

• Lead the strategic planning of NFU Mutual's Enterprise Change Portfolio


• Shape the future of integrated portfolio delivery and sequencing


• Hybrid working model with flexibility to work from home and our Stratford-upon-Avon office.

At NFU Mutual, Change is where strategy becomes reality, our vision is to be the UK's most trusted insurer. Our mission in Change is to deliver business outcomes for NFU Mutual and our Members. More than just delivering projects, we make a real difference. Here at NFU Mutual, we see change as a team game; guided by values that put the portfolio first and champion collaboration, we work as one team with direct access to senior leaders and the trust of the executive. With spend on our multi-million-pound portfolio higher than it's ever been, it's a really exciting time to join us. From large-scale transformation to fast-paced initiatives, we bring the end to end expertise right from building the strategic change roadmap through to supporting the business until change is fully embedded.

Being a great place to work is at the heart of our company strategy. We invest in our people, supporting them in building their skills and developing their careers. If you want to shape meaningful transformation while growing your own future, now is the time to join us.

About the Role

Are you passionate about driving strategic change through robust planning and portfolio assurance? As a Portfolio Planning Lead, you'll play a pivotal role in shaping and maintaining NFU Mutual's Integrated Portfolio Plan, ensuring our Enterprise Change Portfolio is optimally sequenced and aligned to deliver critical outcomes, while taking senior stakeholders along the journey of delivery.

This role sits at the heart of our transformation agenda, providing visibility and control across a complex portfolio of change. You'll lead the development of early warning indicators, identify convergent risks, and ensure dependencies are managed effectively while ensuring we articulate and hit our business outcomes to release value. Your insights will guide senior stakeholders and delivery teams, enabling timely interventions and informed decision-making.

You'll be responsible for evolving and embedding best practice planning standards, assuring delivery quality, and communicating portfolio developments across the organisation. From facilitating impact assessments to cascading updates, your work will ensure our plans remain realistic, reliable, and strategically aligned.

This is a unique opportunity to influence how NFU Mutual delivers change, working closely with the Head of Enterprise Portfolio Management and cross-functional teams to drive excellence in planning and execution.

You're a strategic thinker with a strong background in enterprise portfolio planning and management. You bring a blend of technical and non-technical skills, with the ability to lead through influence and collaborate across diverse teams.

Your experience includes

• Leading strategic planning for complex portfolios and aligning goals with organisational strategy


• Analysing performance metrics and conducting impact assessments to inform planning and sequencing decisions


• Managing risks and dependencies across multiple projects


• Communicating effectively with stakeholders at all levels, including senior leadership


• Directing cross-functional teams and fostering collaboration to achieve shared outcomes

You'll also have:

• Proven experience in project management and financial modelling


• Strong stakeholder engagement and problem-solving capabilities


• A customer-centric mindset and a commitment to delivering high-quality outcomes


• The ability to support capability development of planning excellence

Qualifications

• Management of Portfolios Practitioner or equivalent (Essential)


• Microsoft Project Planning, Plan View or equivalent (Essential)


• Desirable qualifications include: Assurance Leadership, Management of Risk Practitioner, P3O Practitioner, APM PMQ, Management of Value Practitioner, Prince2/Agile or equivalent

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.

When you join our team, you can expect a supportive culture and an attractive range of rewards and benefits including:

• Salary - up to £80,000 dependent on experience


• Annual bonus (up to 25% of salary)


• Contributory pension scheme, up to 20%, including your 8% contribution


• 28 days annual leave + bank holidays + buy/sell/save holiday trading scheme


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


• Private medical insurance + options to add family members


• 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


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


• Mentoring opportunities to help you grow your career


• 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

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.