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Project manager - wealth management

South Ruislip
City Recruitment Associates Ltd
Wealth manager
Posted: 19 December
Offer description

Our client a Prestigious Private Wealth Manger is seeking a highly organised and proactive Project Manager to join Projects Team. This is a fixed-term contract for 14 months, based in London or at one of their UK regional offices Leeds, Edinburgh, or Bristol with regular travel to the London office required.
As Project Manager, you will be responsible for the co-ordination and management of key strategic projects across the business. You will ensure that projects are delivered on time, within budget, and to the agreed scope. You will also undertake Business Analyst responsibilities to support business needs and the project lifecycle.
Ideally, you will have at least 3 years' relevant experience within financial services, along with strong project management capabilities.
Project Management Responsibilities
Project Delivery
Responsible for the end-to-end delivery (initiation to closure) of Regulatory, Strategic and Discretionary projects, typically involving the introduction of new/improved processes, new products, or systems, with the aim of enhancing internal efficiencies or delivering value add solutions to clients.
Formally defining scope at the outset of the project and baselining this for its duration. Ensure dependencies have been identified and agreed by stakeholders, alongside milestones and a success criteria, to set a measurable standard for project closure.
Create a detailed project plan and RAID log at the outset of the project and ensure this is maintained throughout. Produce the Terms of Reference and share this with the Sponsor and Steering Committee, obtaining formal sign off from all members.
Continuing to supervise the project closely, so that it is delivered on time, within budget and to the agreed quality, escalating any deviations from the fundamental elements to the Steering Committee or Change Group (should the change process need to be initiated). Risks should be continuously assessed and mitigating actions identified. Where issues arise, suitable remedial action should be agreed with the appropriate stakeholders.
Ensure that where relevant, before delivery to Production, that the appropriate testing standards have been met. This should be inclusion of a sufficient testing approach and detailed testing plans, that refer back to the success criteria confirmed at the outset of the project.
Once the scope has been achieved, ensure business readiness for go-live, including the training of the necessary business units/SMEs and a clear adoption strategy that has been agreed by all necessary stakeholders.
Produce Project Closure Form once the scope has been achieved and ensure lessons learnt are formally recorded, to support with the development of the project management framework.
Stakeholder Management
Chair working groups so that action points can be discussed and tracked with SMEs/Stakeholders. Motivate the team members and encourage a collaborative environment. Escalate resource constraints should they arise.
Provide biweekly updates to the COO and Head of Project Management, ensuring that the latter is made aware of any ongoing issues or risks to the project as soon as they arise.

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