Planning & Resource Manager - Transformation PMO - 6 Month FTC

Nucleus Financial; City of Edinburgh; On-site; GBP 50,000 - 70,000; Full time

Job summary

Nucleus Financial is seeking a Planning & Resource Manager for their Transformation PMO team in Edinburgh. This role involves leading planning and resource management across a major transformation programme, ensuring governance and alignment with the business strategy. The successful candidate will enhance reporting systems and improve planning frameworks while engaging with various stakeholders and managing resources effectively.

Benefits

Non-contributory pension

Bonus

Enhanced parental leave

Health and wellbeing initiatives

Flexible working options

Qualifications

• Experience with governance and reporting in regulated environments.
• Proven ability to work under pressure and manage change.
• High proficiency with planning tools and MS Office suite.

Responsibilities

• Develop and maintain the integrated programme plan across all workstreams.
• Produce planning dashboards and performance reports for senior stakeholders.
• Facilitate programme and workstream meetings.

Skills

Stakeholder management

Resource forecasting

Analytical skills

Time management

Communication

Education

Degree in relevant field

Tools

MS Project

Clarity

Planview

Job description

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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

In this role, you’ll help the organisation deliver its strategic ambitions through best-in-class programme and resource planning. You’ll work collaboratively with the programme and workstreams, bringing structure, consistency, and insight to support successful outcomes.

As part of the PMO team, you’ll ensure timely, accurate governance, insight, and outcome reporting that drives decisions at programme level. This will include 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.

Are we a perfect match? Check out this video and find out!

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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

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