Resource Planner

NFU Mutual; West of England; On-site; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Salary up to £50,000

Annual bonus up to 17.5%

Contributory pension up to 20%

25 days annual leave

Family Friendly policy

Staff discounts

Gym membership contribution

Health & wellbeing plan

Volunteer days

Life Assurance 4x salary

Refer a Friend £500 bonus

Job summary

NFU Mutual is seeking a Resource Planner to shape real-time and strategic workforce plans across its customer service operations. You will forecast demand, manage capacity and support recruitment needs to meet service targets.

The role blends data analysis, planning disciplines and strong stakeholder engagement, with a hybrid working pattern offering 80% homeworking and 20% office presence in Bristol, Glasgow or York.

Qualifications

• Proven experience in resource planning or workforce management.
• Experience in analyzing performance trends and translating data into insights.
• Ability to build relationships with stakeholders and influence outcomes.

Responsibilities

• Manage real-time resource allocation and forecasting for a large customer service operation.
• Develop medium and long-term capacity and workforce plans.
• Use management information to support forecasting and operational decisions.

Skills

Workforce management

Forecasting

Data analysis

Stakeholder collaboration

Problem solving

Organizational skills

Tools

Power BI

Excel

Job description

Resource Planner

• Be part of an evolving planning function where your expertise will directly influence operational performance, workforce strategy and future business growth.
• Enjoy a varied role spanning real-time resource management, forecasting, capacity planning and strategic workforce planning across a broad customer service operation.
• Hybrid 80% homeworking and 20% from our offices in Bristol, Glasgow or York

About the role

Our Resource Planning function plays a critical role in ensuring we have the right people, in the right place, at the right time to deliver exceptional service to our customers. As part of a growing Planning & Performance team, you'll support a wide range of Customer Service departments, providing insight, forecasting and planning expertise that helps shape both day-to-day operations and longer-term workforce strategies.

As a Resource Planner, you'll work across a diverse portfolio of business areas including Claims and Underwriting, balancing immediate operational priorities with medium and long-term planning requirements. You'll use data, forecasting models and management information to provide recommendations on resource requirements, capacity planning, recruitment needs and service performance, helping leaders make informed decisions that support both customer outcomes and colleague experience.

No two days are the same. You could be responding to changing service demands, analysing performance trends, reviewing workforce forecasts, supporting incident management, or working with stakeholders to develop plans that extend months or even years into the future. You'll build strong relationships with leaders across the business, using your analytical expertise, planning knowledge and influencing skills to challenge constructively and drive effective operational decisions.

Joining a function that continues to evolve, you'll have the opportunity to contribute to improvements in planning processes, promote greater flexibility across teams and help ensure we maintain a resilient, efficient and customer-focused operation.

About you

You’ll have proven experience working in resource planning, workforce management or a similar operational planning environment. (Experience of this within Insurance or Financial Services industry would also be beneficial) It's important that you can demonstrate:

• Experience of workforce management and resource planning, including medium and long-term forecasting, capacity planning and scheduling.
• Strong data analysis, data modelling and Microsoft Excel skills, with the ability to interpret complex information and translate it into meaningful insight and recommendations.
• Experience of producing and using management information to support forecasting, resource planning and operational decision-making.
• The ability to build effective relationships and collaborate with a wide range of stakeholders, influencing outcomes and constructively challenging where necessary.
• Strong problem-solving skills, with the confidence to make proactive recommendations and identify practical solutions to planning and resource challenges.
• Excellent organisation and prioritisation skills, with the ability to manage multiple activities, respond to changing priorities and maintain attention to detail.

You’ll ideally also have experience using Power BI to create reporting and visualise workforce planning data, although this is not essential for the role.

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 £50,000 depending on experience
• Annual bonus (up to 17.5% of salary)
• Contributory pension scheme, up to 20%, including your 8% contribution
• 25 days annual leave + bank holidays + buy/sell/save holiday trading scheme
• A Family Friendly policy that helps you balance your work and family responsibilities
• 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
• Access to voluntary benefits, including health assessments, private medical insurance and dental insurance
• 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

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.