Senior Investment Administrator

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Employer: NFU Mutual

Location: Stratford-upon-Avon

Salary: £31,000 - £33,000 + 10% annual bonus + benefits package

Closing date: 17 May 2025

Sector: Insurance

Role: Senior Executive

Contract Type: Permanent

Hours: Full Time

About the role

NFU Mutual is seeking a Senior Investment Administrator to join our fast-paced and collaborative Investment Operations Team on a permanent, full-time basis. If you thrive on accuracy, enjoy leading by example, and love solving problems, this could be the perfect role for you.

As Senior Investment Administrator, you'll play a pivotal role in overseeing our investment administration processes. You'll also act as a role model to other Administrators in the team, authorising, guiding and providing advice on investment-related activities in accordance with policies and procedures to meet statutory, regulatory and group requirements and standards, all the while ensuring a first-class service is delivered.

You'll authorise complex transactions and serve as the go-to expert for resolving escalated issues from internal stakeholders.

Additional duties include:

• Authorise and verify investment trades, income, and cash transactions in line with policy and SLAs.
• Act as the primary escalation point for queries from custodians, brokers, and auditors.
• Manage complex investment transactions and reporting, including corporate actions.
• Monitor operational cash and provide insights to front-office teams.
• Oversee valuations, reconciliations, and compliance with regulatory standards.

Full training on investment operations will be provided, and you'll be greatly supported in obtaining an industry recognised certification, Chartered Institute for Securities and Investments (CISI) Investment Operations Certificate (IOC) within 12 months of joining.

About you

To thrive in this role, you'll bring excellent communication skills, enabling you to build strong relationships across teams and with internal stakeholders. You'll be confident in analysing complex information and solving problems with a logical, methodical approach. Adaptability is key, as you'll be working in a fast-paced environment where priorities can shift quickly, so the ability to stay calm under pressure and manage your workload effectively is essential. A sharp eye for detail will ensure accuracy in everything you do, while strong prioritisation skills will help you balance multiple responsibilities without compromising on quality.

Further skills and experience required:

• Strong numeracy skills, with a particular emphasis on fractions, ratios and percentages. (essential)
• Proficient IT and MS Office skills (essential)
• Existing administrative experience (desirable)
• Experience within investments (desirable)
• A keen interest in investments and stock markets (essential)

Benefits and Rewards

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

• Salary £31,000 - £33,000 (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 - volunteering 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 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.

Apply now

Stratford-upon-Avon
Tiddington Road
Stratford-upon-Avon
Warwickshire
CV37 7BJ

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