Planning & Resource Manager - Transformation PMO - 6 Month FTC
Planning & Resource Manager - Transformation PMO - 6 Month FTC

Planning & Resource Manager - Transformation PMO - 6 Month FTC

Edinburgh Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Lead planning and resource management for a major transformation programme.
  • Company: Nucleus Financial is dedicated to making retirement rewarding through collaboration and innovation.
  • Benefits: Enjoy flexible working, a non-contributory pension, bonuses, and health initiatives.
  • Why this job: Shape the future of planning in a dynamic environment while making a real impact.
  • Qualifications: Experience in transformation delivery, programme planning, and strong stakeholder management skills required.
  • Other info: Join a culture that values diversity and inclusion, where your contributions truly matter.

The predicted salary is between 36000 - 60000 £ per year.

We’re looking for an experienced Planning & Resource Manager to join our Transformation PMO team at Nucleus. This is a hands-on and high-impact role leading the planning and resource management across a major transformation programme. You will be instrumental in creating and embedding robust planning and resource principles and controls across a complex, fast-moving programme. You’ll drive the delivery of clear, actionable reporting and management information (MI) that highlights progress, identifies risks, and supports strategic decision-making at every level of the organisation.

What you’ll be doing

  • Help the organisation deliver its strategic ambitions through best-in-class programme and resource planning.
  • Work collaboratively with the programme and workstreams, bringing structure, consistency, and insight to support successful outcomes.
  • Ensure timely, accurate governance, insight, and outcome reporting that drives decisions at programme level.
  • Navigating conflicting priorities, challenging the quality of inputs, and helping shape a newly established planning and resource environment.

This is a varied and rewarding role with big scope to shape the future of planning at Nucleus. You’ll thrive working in a dynamic setting with the opportunity to make this role your own.

Key responsibilities

  • Develop and maintain the integrated programme plan covering all workstreams.
  • Ensure planning aligns with programme governance, business strategy, and regulatory expectations.
  • Track milestones, dependencies, and critical path items.
  • Continuously improve planning principles, frameworks, and associated tools.
  • Act as a centre of excellence for planning support across projects, programmes, and workstreams.

Resource Management

  • Own and manage the programme-wide resource and business wide SME plan.
  • Identify and resolve resource conflicts and bottlenecks proactively.

Governance & Reporting

  • Produce planning dashboards, resource forecasts, and performance reports for senior stakeholders.
  • Support programme boards with insights on planning risks, workforce needs, and change impacts.
  • Facilitate programme and workstream meetings and workshops.

Stakeholder Engagement

  • Engage across workstreams to ensure alignment, surface key dependencies, and support SteerCo in prioritisation decisions.
  • Influence senior leaders to prioritise and align resources where needed.
  • Monitor impacts of change requests on resources and timelines.
  • Highlight and escalate risks related to planning assumptions or resourcing constraints.

Tooling & Systems

  • Implement and maintain resource and planning tools (e.g., MS Project, Clarity, Planview).
  • Ensure accuracy of resource data, role profiles, and time allocations across the programme.
  • Support and strengthen the PMO’s governance and ways of working.

A bit about you

Your friends might describe you as the ‘organised one’—detail-oriented, structured, and always two steps ahead. You combine your time management and analytical skills with a persuasive communication style that helps influence decisions, even when stakeholders have competing views. You thrive in a fast-paced environment, juggling priorities while remaining calm, professional, and proactive. Comfortable operating independently, you’re also a great collaborator and enjoy working as part of a supportive team. You’re confident interacting with C-level leaders and managing sensitive information discreetly.

At Nucleus, we place a high value on cultural contribution and the diversity of thought you bring to the table—often more so than ticking every technical box. That said, it would be great if you can demonstrate some of the following:

  • Deep understanding of transformation delivery in regulated environments.
  • Expertise in programme planning, critical path management, and resource forecasting.
  • Strong stakeholder management, negotiation, and influencing skills.
  • Proven ability to work under pressure in complex, fast-paced environments.
  • High level of proficiency with planning tools and MS Office (especially Excel, PowerPoint and Sharepoint).
  • Analytical and data-driven approach to decision making.
  • Experience preparing high-quality reports for ExCo and Board-level audiences—able to distil complex information into clear, concise, and consumable insights.
  • Strong attention to detail across written, verbal, and visual communication—including facilitation and presentation.
  • Solid understanding of governance, controls, and auditable reporting mechanisms.
  • Experience mapping and reporting dependencies across a diverse and wide-ranging change agenda.
  • Extensive hands-on project and resource planning experience across complex programmes.
  • A positive, professional attitude with the flexibility to adapt to changing priorities.
  • A proactive approach to supporting the Transformation leadership team, securing buy-in, and building alignment across the organisation.

A little about us

We are the Nucleus Group Services Limited and we help make retirement more rewarding. Here at Nucleus, people come first - whether it’s our colleagues, or the advisers and customers we support, we know that working in partnership and collaboration leads to the best outcomes. Together, we’ve shaped the platform to how it is today. We work hard, and we celebrate hard too. Our ambition is to create a platform with a difference, putting the customer centre stage meant tearing up the rule book and starting from scratch. We’ve come a long way since then, but our mission remains just as focused. That’s why our culture, values, and social responsibility are things we keep at the top of our agenda – because we know they matter and have a big impact. Our culture is one of the many things that sets us apart from the pack. We want to have an environment where our people feel that they can make a real difference, know they’ll be rewarded for their efforts and more importantly, enjoy themselves at work.

Inclusion and diversity at Nucleus

As with most things in life, who cares, wins. We really care about inclusion. For us it’s not a tick box exercise; inclusion and diversity are embedded in our culture and everything we do. It’s a commercial imperative. It isn’t about being PC. It’s about being future-relevant and durable. We owe it to ourselves and the industry to ensure we are playing our part in creating a fair, balanced and transparent financial services sector. More diversity means broader experience, a wider set of perspectives and a better collective ability to problem-solve. And it means being more representative of customer groups, which supports areas such as product development.

At Nucleus, we offer a generous blend of benefits for the things that really matter to our people, including a non-contributory pension, bonus, enhanced parental leave, paid time off for emergencies, health and wellbeing initiatives and flexible working options.

If you’d like to find out more about us or the role, please get in touch with our recruitment team.

Planning & Resource Manager - Transformation PMO - 6 Month FTC employer: Nucleus Financial

At Nucleus, we pride ourselves on being an exceptional employer, fostering a collaborative and inclusive work culture that empowers our employees to make a meaningful impact. Located in the vibrant city of Edinburgh, we offer a range of benefits including a non-contributory pension, flexible working options, and a strong focus on health and wellbeing, ensuring our team feels valued and supported. With ample opportunities for professional growth and a commitment to diversity, Nucleus is the ideal place for those looking to thrive in a dynamic environment while contributing to our mission of making retirement more rewarding.
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Contact Detail:

Nucleus Financial Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Planning & Resource Manager - Transformation PMO - 6 Month FTC

✨Tip Number 1

Familiarise yourself with the specific planning and resource management tools mentioned in the job description, such as MS Project, Clarity, and Planview. Having hands-on experience or even a basic understanding of these tools can set you apart during discussions.

✨Tip Number 2

Prepare to discuss your experience in managing complex programmes and how you've navigated conflicting priorities in the past. Be ready to share specific examples that demonstrate your ability to influence stakeholders and drive decisions.

✨Tip Number 3

Research Nucleus Financial's culture and values thoroughly. Understanding their commitment to inclusion and diversity will help you align your responses during interviews, showcasing how you can contribute positively to their team environment.

✨Tip Number 4

Network with current or former employees of Nucleus Financial on platforms like LinkedIn. Engaging with them can provide valuable insights into the company’s work culture and expectations, which you can leverage during your application process.

We think you need these skills to ace Planning & Resource Manager - Transformation PMO - 6 Month FTC

Programme Planning
Resource Management
Stakeholder Engagement
Governance and Controls
Analytical Skills
Critical Path Management
Risk Identification and Management
Data Analysis
Reporting and Dashboard Creation
Negotiation Skills
MS Project Proficiency
Excel Proficiency
PowerPoint Proficiency
SharePoint Proficiency
Attention to Detail
Facilitation Skills
Change Management
Proactive Problem-Solving
Collaboration Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in planning and resource management. Use specific examples that demonstrate your ability to manage complex programmes and deliver actionable insights.

Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Highlight your understanding of transformation delivery in regulated environments and how your skills align with the key responsibilities outlined in the job description.

Showcase Your Analytical Skills: Emphasise your analytical and data-driven approach in both your CV and cover letter. Provide examples of how you've used data to influence decision-making and improve planning processes in previous roles.

Highlight Stakeholder Engagement Experience: Demonstrate your strong stakeholder management skills by including examples of how you've successfully engaged with senior leaders and navigated conflicting priorities in past projects.

How to prepare for a job interview at Nucleus Financial

✨Showcase Your Planning Expertise

Make sure to highlight your experience with programme planning and resource management. Be prepared to discuss specific tools you've used, like MS Project or Clarity, and how you've successfully implemented planning frameworks in previous roles.

✨Demonstrate Stakeholder Engagement Skills

Since this role involves significant interaction with senior leaders, be ready to share examples of how you've influenced decision-making in the past. Discuss your approach to managing conflicting priorities and how you ensure alignment across different workstreams.

✨Prepare for Scenario-Based Questions

Expect questions that assess your ability to handle real-life challenges in a fast-paced environment. Think of scenarios where you've had to resolve resource conflicts or adapt to changing priorities, and be ready to explain your thought process and outcomes.

✨Emphasise Your Analytical Skills

This role requires a data-driven approach, so be prepared to discuss how you've used analytics to inform decision-making. Bring examples of reports you've created for senior stakeholders and how those insights led to actionable outcomes.

Planning & Resource Manager - Transformation PMO - 6 Month FTC
Nucleus Financial
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