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- Tasks: Shape and optimise enterprise-level planning while collaborating across departments.
- Company: Join a values-led organisation focused on people and progress.
- Benefits: Enjoy competitive salary, excellent benefits, and hybrid work options.
- Why this job: Be part of a dynamic team driving performance and measurable business value.
- Qualifications: Experience in planning or PMO functions; strong communication and analytical skills required.
- Other info: Ideal for data-driven individuals who thrive in inclusive environments.
The predicted salary is between 28800 - 48000 £ per year.
Location: Leeds - 2–3 days a week onsite
Type: Permanent | Full-Time
Function: Transformation & Planning
Salary: Competitive + excellent benefits
Are you a strategic thinker with a passion for planning excellence? We’re looking for a Portfolio Planner to help shape and optimise enterprise-level planning within a newly formed Transformation Management Office (TMO). In this role, you’ll work across departments to deliver planning, reporting and forecasting activities that drive performance and deliver measurable business value. You’ll play a key role in managing planning tools, collaborating with stakeholders, and improving processes to enhance portfolio delivery. This position is ideal for someone who’s data-driven, detail-oriented, and thrives in a dynamic environment with a strong sense of purpose and inclusivity.
Key Responsibilities- Develop and maintain enterprise-wide portfolio plans and reporting frameworks
- Support the transition to centralised planning tools and methods
- Collaborate with stakeholders to ensure accurate and actionable plans
- Provide regular reporting and insights on performance vs forecast
- Drive continuous improvement and process standardisation
- Proven experience in planning, resource management or PMO functions
- Familiarity with planning systems and portfolio/project management tools
- Excellent communication, analytical and influencing skills
- Confidence working across multiple business units and with senior stakeholders
This is a chance to join a values-led organisation that puts people and progress at the heart of everything it does.
Portfolio Planner (Leeds) employer: TRIA
Contact Detail:
TRIA Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Planner (Leeds)
✨Tip Number 1
Familiarise yourself with the specific planning tools and methodologies mentioned in the job description. Research how these tools are used in enterprise-level planning and be prepared to discuss your experience or knowledge of them during the interview.
✨Tip Number 2
Network with professionals in the field of portfolio management and transformation. Attend industry events or webinars to connect with others who work in similar roles, as they may provide insights or even referrals that could help you land the job.
✨Tip Number 3
Prepare examples of how you've successfully collaborated with stakeholders in previous roles. Be ready to share specific instances where your communication and analytical skills led to improved planning outcomes, as this will demonstrate your fit for the role.
✨Tip Number 4
Showcase your understanding of continuous improvement processes. Think of ways you've contributed to process standardisation in past positions and be prepared to discuss how you can bring that mindset to the Portfolio Planner role at StudySmarter.
We think you need these skills to ace Portfolio Planner (Leeds)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in planning, resource management, and PMO functions. Use keywords from the job description to demonstrate that you meet the requirements.
Craft a Compelling Cover Letter: In your cover letter, express your passion for planning excellence and how your skills align with the role. Mention specific examples of how you've driven performance and delivered measurable business value in previous positions.
Showcase Your Analytical Skills: Since the role requires strong analytical skills, include examples of how you've used data to inform decision-making or improve processes. This will help demonstrate your data-driven approach.
Highlight Collaboration Experience: Emphasise your experience working with stakeholders across different departments. Provide examples of successful collaborations that led to improved planning or reporting outcomes.
How to prepare for a job interview at TRIA
✨Showcase Your Strategic Thinking
As a Portfolio Planner, you'll need to demonstrate your ability to think strategically. Prepare examples of how you've developed and maintained portfolio plans in the past, highlighting your analytical skills and how they contributed to business success.
✨Familiarise Yourself with Planning Tools
Since the role involves working with planning systems and tools, make sure you research and understand the specific tools used by the company. Be ready to discuss your experience with similar tools and how you can leverage them for effective planning.
✨Emphasise Collaboration Skills
Collaboration is key in this role. Prepare to discuss instances where you've successfully worked with stakeholders across different departments. Highlight your communication skills and how you ensure that plans are accurate and actionable.
✨Prepare for Performance Insights Discussion
The job requires providing regular reporting and insights on performance versus forecasts. Be ready to talk about how you've approached performance analysis in previous roles, including any metrics or KPIs you've used to drive continuous improvement.
