Portfolio Capacity and Demand Lead

NFU Mutual; Stratford-upon-Avon; Hybrid; GBP 67,500 - 82,500; Full time

Benefits offered by this job

Salary up to £75,000

Annual bonus up to 25%

Contributory pension scheme

28 days annual leave

Private medical insurance

Health and wellbeing plan

Employee discounts on insurance policies

Job summary

NFU Mutual is seeking a Portfolio Capacity & Demand Lead to oversee resource planning across their Enterprise Change Portfolio, located in Stratford-upon-Avon. This strategic role combines leadership in capacity planning with data-driven decisions to optimize resources and ensure effective delivery.

The ideal candidate will develop frameworks for resource management, engage with senior stakeholders, and support a high-performing team while working in a hybrid model.

Qualifications

• Experience developing forecasting models and enabling data-led decisions.
• Strong stakeholder engagement and influencing skills.
• Demonstrable leadership across cross-functional teams.

Responsibilities

• Lead strategic resource planning across NFU Mutual’s Enterprise Change Portfolio.
• Drive data-led decision making and optimise resource utilisation.
• Provide clear, timely insight to support confident decision-making.

Skills

Strategic leadership

Capacity planning

Stakeholder engagement

Data analysis

Excel

Power BI

Education

Management of Portfolios Practitioner

APMG Better Business Cases (5 Case Model)

Management of Value Practitioner

Job description

• Lead strategic resource planning across NFU Mutual’s Enterprise Change Portfolio
• Drive data‑led decision making and optimise resource utilisation
• Hybrid working model with flexibility to work from home and our Stratford‑upon‑Avon office.

About the role

At NFU Mutual, Change is where strategy becomes reality. 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. 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, we can confidentially deliver outcomes for our award‑winning business. From large‑scale transformation to fast‑paced initiatives, we bring the end‑to‑end expertise, from building the strategic change roadmap through to supporting the business until change is fully embedded.

As our Portfolio Capacity & Demand Lead, you’ll play a pivotal role in ensuring NFU Mutual’s Enterprise Change Portfolio is resourced to succeed. This is a strategically important role that leads proactive capacity planning across the business and Group Change, enabling delivery teams to operate effectively and efficiently. You’ll be at the heart of shaping how we forecast, manage, and optimise resources to support transformational change. You will shape and optimise resource capacity across the Enterprise Change Portfolio, ensuring demand is effectively balanced and delivery momentum maintained. You’ll work closely with business stakeholders and Group Change leadership to forecast and validate resource requirements, manage demand plans and support financial alignment.

You will play a key role in developing and embedding a robust, data‑led resource management framework that drives consistency, scalability and strong governance across the enterprise. By identifying and mitigating resource risks and pinch points, you’ll help ensure the portfolio remains deliverable and aligned to strategic priorities.

Alongside this, you will provide clear, timely insight to support confident decision‑making, while leading and developing a high‑performing team to build capability and a sustainable talent pipeline across Group Change.

About you

You bring a blend of strategic leadership and technical expertise in capacity planning and resource management. You have experience designing and embedding structured resource management frameworks and are confident operating in complex environments, using data and insight to influence decisions and drive outcomes. You are experienced in engaging senior stakeholders, balancing competing demands, and translating analysis into clear, actionable recommendations. You are a strategically minded capacity planning professional with proven experience in enterprise resource management, including designing and embedding frameworks in complex organisations. Brings strong analytical expertise, with advanced Excel and Power BI skills to support data‑led decision‑making.

To join our team, you must also have.

• Experience developing forecasting models and enabling data‑led decisions
• Strong stakeholder engagement and influencing skills
• Strategic thinking with strong problem‑solving capability
• Demonstrable leadership across cross‑functional teams

Qualifications

• Management of Portfolios Practitioner (Essential)
• APMG Better Business Cases (5 Case Model) (Desirable)
• Management of Value Practitioner (Desirable)

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:

• Salary – up to £75,000 depending 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
• 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