Senior Project Manager

Albany Beck; London; On-site; GBP 50,000 - 70,000; Full time

Job summary

Join Albany Beck as a Project Manager in their Change & Transformation practice, working onsite with a prestigious Wealth Management client to deliver a new Financial Planning system. This role is pivotal in influencing strategic change and requires a proven track record in Financial Planning and project management within regulated environments.

Qualifications

• Extensive experience in Financial Planning / Regulated Advice environments.
• Demonstrated Project Management delivery in complex change environments.
• Experience in training material design and delivery.

Responsibilities

• Lead delivery of the X-plan system into the Wealth Advice business operating model.
• Manage stakeholders across Business Change and Front Office.
• Provide oversight of testing activity (UAT, functional, regression).

Skills

Financial Planning

Project Management

Business Analysis

Stakeholder Management

Testing Oversight

Job description

Direct message the job poster from Albany Beck

Albany Beck is a consultancy firm that partners with some of the most forward-thinking organisations in financial services and beyond. We specialise in delivering high-impact, flexible solutions through a combination of deep industry expertise and dynamic talent. Our culture is built on innovation, collaboration, and integrity—values we expect every team member to uphold.

Role Overview

As part of Albany Beck’s growing Change & Transformation practice, you will be deployed onsite with a prestigious Wealth Management client to deliver a new Financial Planning (FP) system, Iress X-plan, as a core component of their Wealth Advice proposition. This role offers a unique opportunity to influence strategic change within a regulated, client-facing environment.

Key Responsibilities

• Lead delivery of the X-plan system into the Wealth Advice business operating model
• Manage stakeholders across Business Change and Front Office
• Oversee and coordinate Business Analysts and contribute to hands-on analysis where required
• Drive definition and management of the Target Operating Model (TOM)
• Provide oversight of testing activity (UAT, functional, regression)
• Lead or contribute to the creation and delivery of training materials
• Ensure alignment with regulatory and business needs across all stages

Key Skills and Experience

• Extensive experience in Financial Planning / Regulated Advice environments, ideally within large banks or independent financial advisers
• Strong understanding of Financial Planning lifecycle: product selection, implementation, fee structure, and reconciliation
• Demonstrated Project Management delivery in complex change environments
• Hands-on or oversight experience in Business Analysis, especially relating to system implementation
• Proven ability to manage testing oversight across testing and business teams
• Experience in training material design and delivery

Desired Skills:

• Strong organisational and planning ability
• Confident communication across exec-level and matrix stakeholders
• Agile in managing shifting priorities and hands-on problem solving
• Collaborative team player with a client-first approach

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Project Management, Consulting, and Finance

• Industries

  Business Consulting and Services, IT Services and IT Consulting, and Financial Services

Referrals increase your chances of interviewing at Albany Beck by 2x

Sign in to set job alerts for “Project Manager” roles.

Project, Programme and Portfolio Manager

Project, Programme and Portfolio Manager (Construction)

London, England, United Kingdom 3 days ago

London, England, United Kingdom 5 days ago

London, England, United Kingdom 1 week ago

Greater London, England, United Kingdom 2 weeks ago

London, England, United Kingdom 2 weeks ago

Project Manager, Internal Consulting Operations

London, England, United Kingdom 1 week ago

London, England, United Kingdom 2 days ago

London, England, United Kingdom 3 days ago

London, England, United Kingdom £50,000.00-£70,000.00 1 month ago

Uxbridge, England, United Kingdom 3 days ago

London, England, United Kingdom 1 week ago

Project Manager - Luxury European Projects

Greater London, England, United Kingdom 3 weeks ago

London, England, United Kingdom 2 weeks ago

Greater London, England, United Kingdom 1 month ago

London, England, United Kingdom 2 weeks ago

Project Officer – Strategy, Planning and Change

London, England, United Kingdom 5 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.