Portfolio Planning & Assurance Lead

Hargreaves Lansdown
Bristol, United Kingdom
£59k - £87k
17 Nov 2022
17 Dec 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
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 co-ordinating the strategic annual planning cycle and quarterly re-plans
  • 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 cross-Portfolio 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
    • Co-ordinate 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 option of 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 1-day 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
  • Help@hand and an Employee Assistance Programme
  • 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

We know that sometimes people can be put off applying for a job if they don't tick every box. If you're excited about working for us and have most of the skills or experience we're looking for, please go ahead and apply. We'd love to hear from you!

Hargreaves Lansdown is an inclusive employer that values diversity in its workforce. We encourage applications from all individuals without regard to race, religion, gender, sexual orientation, national origin, disability or age.

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

Please note, we are unable to provide employment sponsorship to candidates.