Planning and Performance Partner - Strategy and Delivery in Liverpool

Location: Atlantic Sq, Glasgow G2, UK; Water St, Liverpool, UK; New Bailey St, Salford M3 5AX, UK; Newcastle upon Tyne, UK; Telford Plaza, Lawn Central, Overdale, Telford TF3 4NT, UK

Salary: 45,544 - 49,523 per year

Employment: Flexible

Category: Planning

Posted: 2026-08-18

Valid to: 2026-09-01

Employer: HM Revenue and Customs

Job summary

Discover a career in your hands at HMRC. Whether you're seeking purpose, growth, or a workplace that gives you a true sense of belonging, hear from some of our employees as they share their story about what it’s really like to work at HMRC.

HMRC Chief Digital and Information Officer (CDIO) Group is responsible for HMRC’s IT estate, including building and running IT services, leading digital transformation projects, and delivering operational support to our colleagues and customers. The live services we provide enable billions of pounds of tax to be collected, benefits to be paid to customers in need, and ensure the smooth movement of goods into and out of the UK. We are relied upon to deliver to a high standard to ensure the smooth running of the department for our colleagues and millions of HMRC customers. This role sits within Finance, Portfolio, Performance and Organisational Transformation (FPPOT) and covers the full remit of CDIO teams. You will play a key role in connecting strategic priorities with delivery, helping CDIO to understand performance, progress and emerging risks. Working closely with senior leaders and teams across HMRC, you will support business planning, performance reporting, annual reporting and executive decision making. The role combines analysis, planning and stakeholder engagement. You will help coordinate key organisational processes, respond to requests from Executive Committee (ExCom) and senior leaders and develop high quality products that provide insight and support effective decision making.

Job description

• Support the coordination and delivery of the CDIO Business Plan, Annual Report, Commitments and organisational reporting processes.
• Contribute to the development of performance and insight products, including quarterly reviews, annual reporting and leadership performance packs.
• Analyse information from a range of sources to identify trends, risks, opportunities and emerging issues.
• Respond to commissions from ExCom, Senior Leaders and the Director General's office, providing timely analysis, briefing and advice.
• Work with business areas to understand delivery progress, challenges and dependencies, helping to build an accurate view of organisational performance.
• Translate complex information into clear and accessible products tailored to different audiences.
• Build effective relationships across CDIO and partner functions to improve planning, performance management and organisational insight.
• Support continuous improvement of planning, reporting and performance management processes.

Person specification

• An analytical thinker who can interpret complex information and identify key insights.
• A strong communicator who can tailor messages for different audiences, including Senior Leaders.
• A collaborative partner who builds effective relationships across organisational boundaries.
• An organised and proactive individual who can manage competing priorities and tight deadlines.
• Someone with strong organisational awareness who understands how delivery contributes to wider strategic outcomes.
• Someone comfortable with exercising judgment when responding to emerging issues and requests.

Essential Criteria

• Experience of supporting business planning, performance, strategy, delivery or organisational reporting activities.
• Experience of analysing information from multiple sources and communicating findings clearly to senior audiences.
• Strong written and verbal communication skills, with the ability to tailor messages to different audiences.
• Experience of building effective stakeholder relationships and working collaboratively across organisational boundaries.
• Ability to manage competing priorities and deliver high-quality outputs to challenging deadlines.
• Ability to exercise judgement when responding to emerging issues, requests and commissions.

Desirable Criteria

• Have strong organisational awareness and the ability to understand how individual activities contribute to wider strategic priorities and outcomes.
• Communicate in a straightforward, honest and engaging manner, choosing appropriate styles to maximise understanding and influence.
• Ensure that important messages are communicated with colleagues and stakeholders respectfully, taking into consideration the diversity of interests.
• Be organised, diligent and able to work well to short deadlines.

Behaviours

We'll assess you against these behaviours during the selection process:

• Seeing the Big Picture
• Communicating and Influencing
• Making Effective Decisions
• Working Together

Benefits

Alongside your salary of 45,544, HM Revenue and Customs contributes 13,194 towards you being a member of the Civil Service Defined Benefit Pension scheme. HMRC operates both Flexible and Hybrid Working policies, allowing you to balance your work and personal commitments. We welcome applications from those who need to work a more flexible arrangement and will agree to requests where possible, considering our operational and customer service needs. We offer a generous leave allowance, starting at 25 days and increasing by a day for every year of qualifying service up to a maximum of 30 days. Pension - We make contributions to our colleagues’ Alpha pension equal to at least 28.97% of their salary. Family friendly policies. Personal support. Coaching and development.

Selection process details

This vacancy is using Success Profiles, and will assess your Behaviours, Strengths and Experience.

How to Apply

As part of the application process, you will be asked to provide the following:

• A name-blind CV including your job history and previous experiences.
• Separate 250-word statements on each of the Behaviours listed.
• A separate statement (Max 250 words) for the Desirable Criteria where applicable.

Eligibility

Please take extra care to tick the correct boxes in the eligibility sections of your application form. If you do make a mistake with your eligibility form, or have withdrawn yourself in error and need your application reinstated whilst the campaign is still live, please contact us via: unitybusinessservicesrecruitmentresults@hmrc.gov.uk.

Important information for existing HMRC Contractual Homeworkers

This role may be suitable for existing HMRC employees who are contractual homeworkers. Occasional attendance to the office will be required where there is a business need.

Terms and Conditions

Customer facing roles in HMRC require the ability to converse at ease with members of the public and provide advice in accurate spoken English and/or Welsh where required.

The Civil Service values honesty and integrity and expects all candidates to abide by these principles. The evidence you provide in your application must relate to your own experiences.

Questions relating to an individual application must be emailed as detailed later in this advert.