Portfolio Officer

NATIONAL TRUST; Swindon; On-site; GBP 28,000 - 42,000; Full time

Benefits offered by this job

Pension up to 10%

Free NT places for you and your family

Season ticket loan

EV car lease scheme

Perks at work discounts

Holiday entitlement up to 32 days + IT

Flexible working

Employee assistance programme

Free parking

Job summary

The National Trust is seeking a Portfolio Officer to join the Planning & Programmes Team in Swindon to support delivery across the Financial Growth Portfolio. You'll assist with planning, governance, reporting and coordination, turning information into clear outputs for leaders and ensuring initiatives stay aligned with strategic objectives.

The role offers hybrid working with 40–60% of time on-site across NT locations, with office-based days at our Swindon head office minimising travel and

Qualifications

• Experience providing administrative, project, programme, portfolio or business support in a complex organisation.
• Strong organisational and coordination skills with the ability to manage multiple tasks and priorities.
• Good analytical and problem-solving skills with attention to detail.

Responsibilities

• Support portfolio planning, governance, reporting and coordination activities.
• Assist with production of reports, papers and presentations for diverse audiences.
• Maintain portfolio plans, reporting tools and information systems with accurate records.
• Collaborate across teams to connect activity and coordinate communications.
• Help create conditions for effective management and delivery of the Financial Growth Portfolio.

Skills

Administrative support

Organisation

Communication

Stakeholder management

Data handling

Tools

Microsoft Office

Job description

We’re looking for a Portfolio Officer to join our Planning & Programmes Team to help support, coordinate and enable delivery across the National Trust’s Financial Growth Portfolio.

Working at the heart of a portfolio of change, you'll support planning, governance, reporting and coordination activities that help leaders make informed decisions and ensure initiatives remain connected and aligned.

What it's like to work here

You'll work as part of the Financial Growth Portfolio, supporting strategic delivery and reporting to the Head of Planning & Programmes.

This role sits at the centre of a broad network of colleagues from across the Trust, including initiative leads, sponsors, planning professionals, specialist functions and governance groups. You'll help ensure that portfolio information is coordinated effectively and that leaders have access to the information they need to support decision-making.

Your contractual location will be our head office in Swindon and there will be an expectation for you to attend the office. However, there is flexibility on where you are based at other times. You will be required to work at a National Trust location for 40-60% of your working week. This will be discussed in more detail at interview.

What you'll be doing

You'll help ensure that the Financial Growth Portfolio operates efficiently and effectively by supporting portfolio planning, governance, reporting and coordination activities.

You'll assist with the production of reports, papers and presentations, helping turn information into accessible and meaningful outputs for a variety of audiences. You'll also support the maintenance of portfolio plans, reporting tools and information systems, ensuring records remain accurate and up to date.

Collaboration is a key part of the role. You'll work across teams and organisational boundaries, helping connect activity, coordinate communications and support the smooth running of portfolio processes.

Above all, you'll help create the conditions in which the Financial Growth Portfolio can be effectively managed, coordinated and delivered.

You can view the full role profile for this role in the document attached. You don't need to have all of the knowledge, skills and experience listed in the role profile; this is just to provide a full picture of what’s possible in this role.

Who we're looking for

You’ll bring a broad range of the following knowledge, skills and experience, shaped by different roles, sectors or career paths, and the judgment to apply them effectively at scale;

• Experience of providing administrative, project, programme, portfolio or business support in a complex organisation.
• Strong organisational and coordination skills, with the ability to manage multiple tasks and priorities.
• Good analytical and problem-solving skills, with attention to detail.
• Ability to work with data and information and present it clearly and accurately.
• Strong written and verbal communication skills.
• Experience of building effective working relationships with a wide range of stakeholders.
• Confidence using Microsoft Office applications and collaboration tools.
• A proactive approach and willingness to learn new skills.

The package

The National Trust has the motto ‘For everyone, for ever’ at its heart. We’re working hard to create an inclusive culture, where everyone feels they belong. It’s important that our people reflect and represent the diversity of the communities and audiences we serve. We welcome and value difference, so when we say we’re for everyone, we want everyone to be welcome in our teams too.

• Substantial pension scheme of up to 10% basic salary
• Free entry to National Trust places for you, a guest and your children (under 18)
• Rental deposit loan scheme
• Season ticket loan
• EV car lease scheme (for roles that meet the salary criteria)
• Perks at work discounts such as gym memberships, shopping discount codes, cinema discounts
• Holiday allowance up to 32 days relating to length of service, plus holiday purchase scheme, subject to meeting minimum criteria.
• Flexible working whenever possible
• Employee assistance programme
• Free parking at most Trust places