About the role

The PMO Planning Manager will work across premium finance Technology & Change to support the delivery of a complex portfolio of work within the Business Line portfolio.

They will provide hands on planning, governance and support services to project and programme managers in addition to applying control & quality assurance across portfolio deliverables, artefacts and standards.

The role of the PMO Planning Manager is to enable portfolio delivery through: defining planning standards, processes, procedures and artefacts. Leading project estimation activities. Creation of project and programme plans. Mapping project, programme and portfolio dependencies. Resource forecasting and management. Budget planning and reconciliation. Maintaining the portfolio roadmap.

Key Responsibilities

Ensure planning framework is created and that all project managers understand and are supported to meet requirements, through coaching and mentoring.
Define processes, procedures and artefacts required to enable the planning framework
Create, manage and update detailed programme and project plans in MS Project including dependency mappings, risks and issues for multiple projects / programmes
Leading and directing project and programme managers in developing complex end-to-end plans that cover all project elements including risks, dependencies, resources & costs and clear views of 30, 60, 90 days planning horizons
Regular analysis of plans to identify and understand their status, interdependencies, quality issues, feasibility, and completeness
Manage view of Portfolio roadmap and health including project / portfolio dependencies, risks and issues
Ensuring that estimates and forecasts are correctly captured, and regular reviews are held to maintain accurate view on time, tasks, milestones, resources and budgets
Definition of project, programme and portfolio KPIs
Track programme and project metrics and ensure accurate reporting of costs, effort, schedule, risks/issues, scope and benefits data.
Ensuring we have a clear view of all Dependencies across Close Brothers Premium Finance and the wider Close Brothers Bank.
Quality reviews of all plans - regular sessions with each Project Manager and Programme Manager – supporting them to have clear updated plans, understanding and reporting on slippage in plans.
Highlight potential risks, issues and continuous improvement opportunities, escalating any aggregate risks as appropriate.
Presenting an accurate status of plans to senior stakeholders, identifying what's driving the status, and outlining the deliverables that will drive the success or rapid improvement of the plan

Risk & Compliance

Ensure that all Governance and Compliance requirements are adhered to and all reporting and reviewing activities required by the Regulatory Bodies are carried out to the standards required.


Expert planning experience at project, programme and portfolio level
Resource and financial planning experience
Advanced Microsoft Project
Able to identify failing programme and project plans, and effectively challenge to bring them back on course
Keen attention to detail, with the ability to drop down progressively from high-level outline plans to detailed, task-related activity schedules
Understands and can demonstrate application of key PMO or Project Manager responsibilities, methods, disciplines, tools and analysis techniques, to monitor, control and report on programmes and/or projects.
Able to communicate independently with change professionals. Excellent clarity of communication skills and ability to distil complex information to simple stakeholder messages suitable for senior audiences.
Able to complete assigned activities on time and to a high quality, contributing to the Bank PMO network
Has recent experience as a Planning Analyst / Manager, preferably in a financial services environment.


Proven leadership, coaching and mentoring skills
Strong influencing skills with a wide range of stakeholders at all seniorities
Agile and waterfall/traditional methodologies – planning, tracking and reporting