Head of Resource Planning and Performance Operations

NFU Mutual; Stratford-upon-Avon; Hybrid; GBP 100,000 - 110,000; Full time

Benefits offered by this job

Salary circa £100,000

Annual bonus up to 33% of salary

Car allowance £7,000

Contributory pension up to 20%

28 days annual leave + bank holidays +

Buy/sell holiday trading scheme

Family Friendly policy

Private medical insurance family cover

Staff discounts on NFU Mutual policies

Gym membership contribution £20

Health and wellbeing plan

Employee volunteering day

Refer a Friend £500 bonus

Life Assurance 4x salary

Employee discounts 15% on policies

Job summary

NFU Mutual seeks a Head of Resource Planning and Performance Operations to shape strategic capacity across 1,300 FTE in a large, multi-site Customer Service Operations. You will lead a 45-strong team, define longer-term forecasts, and allocate resources across Stratford-upon-Avon, York, Bristol and Glasgow.

The role requires deep experience in multi-channel customer contact, budgeting discipline, and partnering with stakeholders and suppliers to drive technology-enabled improvements, including

Qualifications

• Strong resource/workforce planning experience, including capacity modelling and long-term forecasting.
• Experience in complex, multi-site and multi-channel Customer Service Operations with high-volume contact.
• Understanding of customer contact technology and emerging capabilities shaping the future of customer contact.
• Experience of financial and operational planning, linking budgets, headcount and capacity.
• Experience assessing and managing operational implications of significant change.
• Financial services or insurance experience desirable but not essential.

Responsibilities

• Lead our national resource planning strategy across sites and channels.
• Oversee long-term forecasting, capacity planning and real-time allocation of resources.
• Oversee the national budget and align financial, resource and capacity plans.
• Shape future customer contact capabilities, including AI and multi-channel strategies.
• Provide governance, performance insight, risk management and business continuity.

Skills

Resource planning

Forecasting

Capacity modelling

Workforce management tools

Multi-site operations

Multi-channel contact

Tools

Workforce management tools

Job description

Head of Resource Planning and Performance Operations

Lead strategic resource planning across a large, complex Customer Service Operations environment. Shape the future of our customer contact capability, including emerging technology and multi-channel customer contact. Hybrid working with up to 60% homeworking and 40% across our Stratford-upon-Avon, York, Bristol and Glasgow offices.

About the role

Due to an upcoming retirement, we have a senior leadership opportunity at NFU Mutual, shaping how we plan, resource and develop Customer Service Operations across a complex, multi-site and multi-channel environment of around 1,300 FTE. Leading a team of 45 through six direct reports, you’ll set direction and build the capability needed to deliver across this wide-ranging remit. Resource planning is fundamental to the role. You’ll lead our national resource planning strategy, ensuring we have the right capacity and resources available across our sites, functions and channels. This will span longer-term forecasting and capacity planning through to resource allocation and real-time management, helping us respond effectively to changing customer and operational demand. Closely connected to this, you’ll lead the planning and oversight of our national operational budget, ensuring our financial, resource and capacity plans work together to support effective decision-making and sustainable operational performance. An increasingly significant part of your role will be shaping the future of our customer contact capability. Working across the wider business, you’ll help develop the strategy, vision and roadmap, understand future requirements and assess emerging capabilities, including AI and multi-channel customer contact. You’ll shape product direction and investment priorities, working with stakeholders and suppliers to ensure our technology continues to improve outcomes for customers, colleagues and the wider operation. You’ll assess the operational impact of wider change, ensuring implications for people, processes, capacity and customer service are understood and managed effectively. You’ll also oversee operational governance, performance insight, risk and business continuity, while building strong relationships across NFU Mutual and providing senior representation on key programmes. Please note this role internally is known as Head of Performance and Resource Planning (Customer Service Operations).

About you

• Strong resource or workforce planning experience, including capacity modelling, longer-term forecasting and the use of workforce management tools.
• Experience of both complex, multi-site and multi-channel Customer Service Operations, and high-volume customer contact.
• A good understanding of customer contact technology, with an interest in how emerging capabilities are shaping the future of customer contact.
• Experience of financial and operational planning, including the relationship between budgets, headcount and capacity.
• Experience of assessing and managing the operational implications of significant business change.
• Financial services or insurance experience would be desirable but isn’t essential.

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 circa £100,000
• Annual bonus (up to 33% of salary)
• Car allowance of £7,000
• 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 family cover
• 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 - volunteerin the community for one day each year
• Unlimited access to Refer a Friend £500 bonus scheme
• Life Assurance coverof 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.