Portfolio Planner

ZipRecruiter; Leeds; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading organisation is seeking a Portfolio Planner in Leeds to shape enterprise-level planning within its Transformation Management Office. This hybrid role involves developing portfolio frameworks, collaborating with stakeholders, and enhancing reporting processes. Ideal candidates will be strategic thinkers with proven planning experience and excellent communication skills, thriving in a values-led, inclusive environment.

Benefits

Excellent Benefits

Qualifications

• Proven experience in planning, resource management or PMO functions.
• Familiarity with planning systems and portfolio/project management tools.
• Confidence working across multiple business units and with senior stakeholders.

Responsibilities

• Develop and maintain enterprise-wide portfolio plans and reporting frameworks.
• Support the transition to centralised planning tools and methods.
• Drive continuous improvement and process standardisation.

Skills

Strategic Thinking

Data-Driven

Detail-Oriented

Excellent Communication

Analytical Skills

Influencing Skills

Tools

Portfolio/Project Management Tools

Planning Systems

Job description

Job Description

Portfolio Planner - Leeds (Hybrid)

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

You’ll Bring

• 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.