Project/Portfolio Planner

Investigo Limited; Leeds; Hybrid; GBP 45,000 - 60,000; Full time

Job summary

A leading organisation in the financial sector is looking for a Project/Portfolio Planner to join its growing PMO function. This role is pivotal in aligning strategic objectives with delivery outcomes across a diverse portfolio of change initiatives. The planner will coordinate activities and contribute to portfolio management best practices, requiring proven experience within a regulated environment. Hybrid working model with flexibility is offered.

Benefits

Hybrid working model with flexibility

Supportive, professional environment

Opportunity to shape planning maturity

Qualifications

• Proven experience in portfolio or programme planning within a PMO.
• Strong understanding of portfolio governance.
• Experience in regulated environments (insurance or financial services preferred).

Responsibilities

• Coordinate and align strategic planning activities across the portfolio.
• Develop and maintain enterprise-level plans and reporting.
• Work collaboratively across teams to ensure effective delivery.

Skills

Strategic planning

Benefits realisation

Communication

Coordination

Tools

MS Project

Smartsheet

Planview

Power BI

Job description

A leading organisation in the financial sector is seeking a Project/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

Required experience:

• 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)

What's on offer

• 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.