PMO Specialist | Southampton, UK

About the Business

Quilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK's best wealth manager for clients and their advisers. Quilter oversees £111.6 billion in customer investments (as at 31 March 2024). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth.

Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business.

High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning.

At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve.

Our business is transforming, continually modernising and becoming even more customer centric. So if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it's the perfect time to join us!

About the Role

PMO Specialist

Level 4

Department: Change

Location: Southampton

Contract type: Permanent

The Change Management Office oversees the Quilter Change Portfolio working closely with both Project Managers and stakeholders across the business to ensure the portfolio is delivering on the strategic priorities for Quilter within appropriate governance.

The Project Specialist supports the governance and control standards for the projects in which they are assigned to . This Project Specialist is responsible for ensuring that the projects they are working on are following appropriate governance and control standards for Change Management within the Quilter Group. The role also ensures that the project is aligned with strategic priorities, facilitates resource forecasting, monitors the quality of data reported and supports the Project Manager with daily activities such as the RAID log, Steering Group Packs, minutes and tracking actions.

Key Responsibilities:

Project Governance, Standards and Assurance

• Contributes to and maintains the approach and controls to Change Management governance and delivery, including process, tools, methodologies and systems.
• Supports Project Managers to adhere to the Change Management governance framework and delivery methodology and ensures consistency, optimisation and best practice are embedded in Change processes.
• Seeks opportunities for continuous improvement, optimisation and innovation of the Change Management framework and processes informed by an understanding of evolving industry trends.
• Ensures project delivery is aligned to and delivered in accordance with Quilter policy and standards, and community of practice guidelines.
• Supports implementation and ongoing assurance / education of Change standards.

Change and Project Support

• Supports the deployment of the Change Management Framework including associated policy, standards and metrics, providing guidance to stakeholders to ensure effective implementation.
• Provides centralised and consistent support to project teams including subject matter expertise for the Change Management Office processes, tools and methodology.
• Supports the Change Management risk identification, prioritisation and mitigation process ensuring risk and issue management is applied as an integral part of the governance cycle for change management.
• Tracks and monitors risk exceptions to ensure control deviations are identified and mitigating controls are in place.
• Inputs into the development of a metrics based, single source of the truth for Change Management from which to take decisions, including size, scale, cost and risk indicators.
• Reviews, challenges and evaluates activity across programmes / projects ensuring integrity of the overall model is maintained and highlighting where conflicts and contention exist.
• Monitors project / programme progress against key governance milestones, facilitating the management of risks and post project review actions across the change portfolio, escalating significant issues as appropriate.

Management Information (MI) and Reporting

• Inputs into the reporting of integrated plans and milestones.
• Monitors and analyses programme and project information, reporting progress, costs, resources, slippage and highlighting areas of risk and opportunity.
• Provides insightful and meaningful MI and reporting to stakeholders to support decision making across the function.
• Monitors and reports on governance, risk and compliance status.
• Co-ordinates, collates and reports on outcomes from project assurance activities.
• Monitors budgeting and forecasting cycles and ensures costs are accurately tracked.
• Provides portfolio updates and regular communication to key senior stakeholders to ensure support and engagement with the function.

About You

Knowledge, Skills & Experience:

• Supporting the Change Management Office Manager with high priority actions, experience in a Project Management Office essential
• Would suit a dynamic individual who is comfortable working in a fast-paced environment
• Confident team player, must be comfortable working across portfolio teams
• Must have excellent communication skills
• Must have excellent Excel skills
• Power BI skills preferred but not essential

#LI-PM1

Inclusion & Diversity

We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.

Values

Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.
Always curious: We continuously seek new ideas and knowledge so we're one step ahead of our clients' needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.
Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.
Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.

Core Benefits

Holiday: 182 hours (26 days)

Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.

Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.

Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.

Life Assurance: 4x your salary.

Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.

Healthcare Cash Plan: Jersey employees only

In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.

Quilter is one of the biggest names in financial services in the UK, providing financial advice, investments and wealth management to help our custome...

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