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- Tasks: Join our PMO team to coordinate strategic planning and support governance across diverse change initiatives.
- Company: We're a leading organisation in the financial sector, driving impactful change and innovation.
- Benefits: Enjoy a hybrid working model, flexibility, and a supportive professional environment.
- Why this job: Be at the heart of strategic decision-making and shape the future of portfolio management.
- Qualifications: Experience in portfolio planning, strong communication skills, and proficiency in planning tools required.
- Other info: This role is based in Leeds, requiring around 3 days a week in the office.
The predicted salary is between 43200 - 72000 £ per year.
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
- 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)
- 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.
PMO Planner employer: Investigo
Contact Detail:
Investigo Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land PMO Planner
✨Tip Number 1
Familiarise yourself with the specific planning tools mentioned in the job description, such as MS Project and Power BI. Having hands-on experience or even completing a short course on these tools can give you an edge during discussions.
✨Tip Number 2
Network with professionals in the financial sector, especially those working in PMO roles. Engaging in conversations about portfolio management and strategic planning can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Stay updated on the latest trends and best practices in portfolio management and governance. This knowledge will not only help you in interviews but also demonstrate your commitment to continuous improvement in the field.
✨Tip Number 4
Prepare to discuss specific examples from your past experience that showcase your ability to coordinate planning processes and drive benefits realisation. Tailoring your stories to align with the responsibilities outlined in the job description can make a strong impression.
We think you need these skills to ace PMO Planner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the PMO Planner position. Tailor your application to highlight how your experience aligns with the key responsibilities outlined in the job description.
Highlight Relevant Experience: In your CV and cover letter, emphasise your proven experience in portfolio or programme planning within a PMO or enterprise change function. Use specific examples to demonstrate your understanding of strategic planning and benefits realisation.
Showcase Technical Skills: Mention your proficiency in relevant planning tools such as MS Project, Smartsheet, or Planview. If you have experience with reporting dashboards like Power BI, be sure to include that as well, as it is desirable for this role.
Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also conveys your enthusiasm for the role. Discuss how you can contribute to the organisation's change portfolio and support its strategic objectives.
How to prepare for a job interview at Investigo
✨Understand the Role
Make sure you have a solid grasp of what a PMO Planner does. Familiarise yourself with portfolio management, strategic planning, and benefits realisation. This will help you answer questions confidently and demonstrate your knowledge.
✨Showcase Your Tools Proficiency
Be prepared to discuss your experience with planning tools like MS Project, Smartsheet, or Planview. If you've used reporting dashboards like Power BI, mention specific examples of how you've leveraged these tools to drive project success.
✨Highlight Collaborative Skills
Since the role requires working across teams, emphasise your communication and coordination skills. Share examples of how you've successfully collaborated with different departments to achieve common goals in previous roles.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities in a regulated environment. Think of past experiences where you navigated challenges in portfolio planning and be ready to discuss the outcomes.
