Financial Planning Analyst

• Help drive the financial planning and performance cycle by coordinating strategic plans, delivering insights, and supporting effective decision-making.
• Focus on improving tools and processes to ensure continuous improvement and alignment with best practices.
• Hybrid role up to 60% home working and 40% based in Stratford-upon-Avon.
• Full time, 35 hours a week. Part time potentially considered, minimum 28 hours per week.

About the role

To meet the evolving needs of our work and ensure continued success, we’re excited to introduce a newly established role to NFU Mutual within our successful Finance division as Financial Planning Analyst. This permanent opportunity sits within our Financial Planning & Analysis (FP&A) department who are integral to our financial management and strategic planning activities that help the business achieve its financial goals and deliver sustainable profitable growth.

As Financial Planning Analyst, you’ll play a pivotal role in shaping and supporting the financial planning and performance cycle – this is an ongoing process used to plan, manage, and review our financial strategy and performance. Its structured approach ensures resources are allocated effectively and financial goals are achieved. You’ll be responsible for developing and coordinating strategic plans, delivering valuable insights, and driving informed decision-making. A key focus of the role is to enhance and streamline tools and processes, contributing to continuous improvement and ensuring the financial planning function evolves in line with best practices.

You'll help keep everything on track by managing regular status updates, ensuring we have a clear and accurate view of progress. You’ll also help track progress by collecting and sharing reports, summaries, and updates on financial planning and performance.

Further duties include:

• Coordinate group-level reporting across the financial planning cycle, ensuring timelines, contributors, and governance requirements are clearly managed.
• Support financial planning ‘health checks’ by tracking audit and assurance recommendations to ensure compliance with NFU Mutual standards.
• Monitor and maintain planning controls by recording risks, issues, and dependencies, highlighting key areas and supporting solutions to reduce delivery impact.
• Organise and manage planning meetings and workshops, including capturing outcomes and producing minutes to ensure smooth delivery and governance compliance.

About you

You’ll bring strong organisation and time management skills, with a keen attention to detail to support the smooth delivery of the financial planning and performance lifecycle. You’ll be confident in challenging thinking and applying your problem-solving abilities to drive improvements. Strong stakeholder engagement and effective communication are key, as you’ll work closely with colleagues across the business to ensure alignment, clarity, and informed decision-making throughout the cycle.

Additional skills required:

• Experience and understanding of financial planning and the end-to-end delivery performance lifecycle. (Essential)
• Experience and knowledge of financial planning and/or project management tools (desirable)
• Strong computer skills, particularly on MS Office – Teams, Project and PowerPoint. (Essential)
• PRINCE2 (desirable)

Benefits and rewards:

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

• Salary £30,987 - £35,000 (depending on experience)
• Annual bonus (up to 10% 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.

Working at NFU Mutual

We’re one of the UK’s leading general insurance and financial services companies. For over 110 years we’ve put our customers at the heart of everything we do. Our people are just as important to us.

We pride ourselves on being “a great place to work” and our Gallup Exceptional Workplace 2025 award was not only awarded with Distinction but also named us as the first UK-based company to receive a Gallup Exceptional Workplace for ten years in a row. We are also the only Insurer to feature in the LinkedIn Top 15 Companies 2025 list of ‘Best midsize employers to grow your career in the UK’, the Glassdoor Best Places to Work UK List 2023 and 2024, and were recognised as a certified UK Top Employer by the Top Employers Institute in 2023, 2024 and 2025.

We offer a supportive culture where we empower and inspire our people to perform, offer them opportunities to grow, and recognise and reward 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 are successful now and in the future.