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A leading organisation in the financial sector is seeking a Portfolio Planner to join its growing PMO function. This is a pivotal role that supports enterprise-level planning, ensuring alignment between strategic objectives, benefits realisation, and delivery outcomes across a diverse portfolio of change initiatives.
Working across the business, you'll play a key role in coordinating planning processes, supporting governance, and contributing to the development of best-practice portfolio management capabilities.
Key Responsibilities:
- Coordinate and align strategic planning activities across the portfolio
- Provide insights and data that drive benefit realisation and objective tracking
- Support the implementation and continuous improvement of portfolio planning processes
- Develop and maintain enterprise-level plans and reporting to ensure visibility of progress against strategic outcomes
- Work collaboratively across teams to ensure effective delivery of the organisation's full change portfolio
Required experience:
- Proven experience in portfolio or programme planning within a PMO or enterprise change function
- Strong understanding of strategic planning, benefits realisation, and portfolio governance
- Proficiency in planning tools (e.g. MS Project, Smartsheet, Planview) and reporting dashboards (Power BI desirable)
- Excellent communication and coordination skills with a collaborative mindset
- Experience in a regulated environment (insurance or financial services preferred)
What's on offer
- Opportunity to work at the strategic heart of a complex change portfolio
- Hybrid working model with flexibility
- A supportive, professional environment with a focus on best-practice PMO delivery
- The chance to shape planning maturity and influence enterprise-level decision-making
- Apply today to play a key role in delivering real impact across a high-profile portfolio in the financial services industry
The role is Leeds based / hybrid working and requires circa 3 days a week in the office.
