Portfolio Planning - Bristol, United Kingdom - eFinancialCareers

eFinancialCareers

Verified Company

Bristol, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Excited to grow your career?

Our purpose is to empower people to save and invest with confidence. We are looking for great people to join us, so please come and invest in YOUR future at HL.

About the role

This is an exciting new role at the heart of HL's multi-year Transformation journey and sits within the newly formed Corporate Transformation Office (TO).

The TO has oversight of the entire programme and is responsible for ensuring the strategy is delivered.

The Portfolio Planning and Assurance Lead will design, build and embed the Enterprise-level approach to Transformation prioritisation, ensuring that costs are within budget, OKR's are defined, and that plans deliver the business commitments.

The incumbent will work closely with the Head of Transformation Delivery, will deputise when necessary and support the design and implementation of the Transformation Office operating rhythm.

What you'll be doing

Responsible for designing and coordinating the strategic annual planning cycle and quarterly replans
Responsible for continuously 'balancing the plan', ensuring the Transformation Roadmap is on track to deliver its commitments and identifying critical risks early
Responsible for managing the crossPortfolio Planning Forum and all associated outputs including submissions to the Investment Committee
Act as a key interface to the senior leadership team, building strong relationships with Enterprise wide functions
Act as necessary support for the Head of Transformation Delivery to:
Run regular engagement with Portfolio Leads
Coordinate the TO operating rhythm
Rigour test OKR's and roadmaps ahead of mobilisation
Assure delivery once approved and track committed outcomes
Provide recommendations for Business Transformation continuous improvement

About you

Thrives in entrepreneurial, fast moving and often ambiguous environments
Expert in designing and leading Strategic Planning cycles in highly regulated industries
Ability to facilitate Exec level strategy conversations, identify business priorities and drive decisions based on costs, benefits and delivery risk
Demonstrable evidence of planning and assuring complex, digitally enabled, highly dependent change portfolios in excess of £100m
Excellent stakeholder management and influencing skills at 'C' level
Highly experienced in delivering within Product led / Agile environments
Expert in Agile, Waterfall and Hybrid delivery methodologies
High level of numeracy and understanding of £100M+ P&L's

Interview process
This will be a 2 stage process which will include Technical and competency interview as well as a presentation.

Working Schedule

We are looking for a Portfolio Planning & Assurance Lead to join our team, based in Bristol head office, BS1 5HL.

This role is permanent, full time, 37.5 hours per week, Monday to Friday.

We offer a hybrid flexible working pattern to enable you the optionof working from home and coming into the office.

Why us?
Here at HL, we're the UK's number 1 investment platform for private investors, based in Bristol. For more than 40 years we've helped investors save time, tax and money on their investments.

To achieve our mission, we believe we have a workplace like no other, with constant learning, dynamic teams, and a great ethos.

We're steered by core values that promote service, quality, innovation, and opportunity in everything we do.

What's on offer?

Discretionary annual bonus & annual pay review
25* days holiday plus bank holidays and 1day additional Christmas closure time
Option to purchase an additional 5 days holiday per year
Flexible working options available, including hybrid working
Pension scheme up to 11% employer contribution
Sharesave scheme have a real stake in HL's future
Income Protection & Life insurance (4 x salary core level of cover)
Health care cash plans including optical, dental, and out patientcare
Gympass gym memberships and wellbeing apps available
Variety of travel to work schemes with free bike storage and shower facilities
An inhouse barista serving subsidised coffee and snacks
Join HL's sports, I&D networks and volunteering groups (two paid volunteering days per year)
LifeWorks Discounts on services, restaurants and retailers

- up to 30 days depending on role level & increasing with length of service

This role may also be available on a flexible working or part time basis - please ask the Recruitment & Onboarding team for more information.