About Us
Our NFU Mutual insurance agency is based in three sites across North Shropshire - local branches that provide trusted advice to individuals and businesses, helping them arrange, manage and renew insurance policies that protect against everyday and commercial risks. We deliver high-quality customer service, always operating within a regulated environment to ensure customers are treated fairly and professionally at all times.
The role
This role supports the Financial Services Advisor and the Risk Management Consultant.
* You’ll be the go‑to person for scheduling, coordination, and customer engagement, building relationships with clients to ensure they receive the best service.
* You will be responsible for diary management, scheduling and coordinating appointments for the Financial Services Advisor, ensuring an efficient and structured calendar.
* You will also proactively contact customers to book them in for financial reviews and follow up on previous interactions.
* You will also work with the Financial Services Advisor to schedule and arrange training sessions for the team, ensuring staff stay informed on financial policies and procedures.
* This role is also the co‑ordinator for our Risk Management Services which includes arranging first aid training courses for our customers.
* There will be other General Administration duties including keeping accurate records, updating our databases, and providing essential support to the Financial Services team.
Who We’re Looking For
* Super‑organised & detail‑oriented: You love juggling multiple tasks and keeping everything running smoothly.
* Confident communicator: You enjoy talking to people and are comfortable making outbound sales calls to our customer database.
* Experience in administration, coordination, or diary management. Please note, Financial services experience is a plus but not essential.
* People‑focused & customer‑friendly: You build great relationships and provide excellent service.
* Proactive & solution‑driven: You don’t just see problems; you solve them!
Our commitment to you
* 29 days annual leave (including bank holidays) increasing to 33 days with service.
* Professional and supportive work environment.
* Investment in personal development to progress your career within the business to help you gain valuable experience in finance, compliance, and business coordination.
* Free parking.
* Family‑first policies that prioritise work‑life balance including flexible hours available (which can be worked around school hours if needed).
* Regular team events and activities.
* No requirements to work weekends, evenings or bank holidays.
Location
We are a multi‑site agency with offices in Market Drayton, Oswestry and Wem (this role would be based at either Market Drayton or Oswestry, with occasional travel to our other two sites to provide support across the team.)
Hours
37.5 hours worked across our office hours which are Monday - Friday 08:30 -17:00 (job share or part time hours considered, minimum of 25 per week).
Salary
£25,000 per annum
Additional Information
We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Please note, you will be employed by an Agent of NFU Mutual and not NFU Mutual directly.
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