Are you a highly organised, people-focused professional who thrives in a fast-paced environment? Do you enjoy coordinating schedules, engaging with customers, and ensuring smooth operations in a dynamic workplace? If so, this role is for you!
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 and is based predominantly at our Oswestry Office.
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You’ll be the go-to person for scheduling, coordination, and customer engagement, building relationships with clients to ensure they receive the best service.
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You will be responsible for diary management, scheduling and coordinating appointments for the Financial Services Advisor, ensuring an efficient and structured calendar.
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You will also proactively contact customers to book them in for financial reviews and follow up on previous interactions.
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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.
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This role is also the co-ordinator for our Risk Management Services which includes arranging first aid training courses for our customers.
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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
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Super-organised & detail-oriented: You love juggling multiple tasks and keeping everything running smoothly.
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Confident communicator :You enjoy talking to people and are comfortable making outbound sales calls to our customer database.
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Experience in administration, coordination, or diary management. Please note, Financial services experience is a plus but not essential.
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People-focused & customer-friendly: You build great relationships and provide excellent service.
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Proactive & solution-driven: You don’t just see problems; you solve them!
Our commitment to you:
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29 days annual leave (including bank holidays) increasing to 33 days with
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service
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Professional and supportive work environment
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Investment in personal development to progress your career within the
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business to help you gain valuable experience in finance, compliance, and business coordination.
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Free parking
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Pension scheme
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Family-first policies that prioritise work-life balance including flexible hours available (which can be worked around school hours if needed)
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Regular team events and activities
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A comprehensive induction
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No requirements to work weekends, evenings or bank holidays.
The salary and annual leave advertised is based on full time equivalent, we are happy to discuss a job share or part-time hours between our core hours and the salary and benefits would apply on a pro rata basis (min of 25 hours per week).
Location: We are a multi-site agency with offices in Market Drayton, Oswestry and Wem (this role would be based at Oswestry, with occasional travel to our other two sites to provide support across the team.)
This role is 100% office based during the probationary period, with a minimum of 70% office based after 6 months and successful completion of probation. Our usual office hours are Monday-Friday, 9am-5pm with a one hour unpaid lunch break.
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.
