Portfolio Resource Planner - Financial Services - Contract
Role Summary
We're looking for an experienced Resource Planning Manager/Portfolio Resource Planner to join a Homes & Savings portfolio within a Financial Services environment.
There is currently no dedicated planning capacity, and the portfolio needs someone to bring structure, clarity, and a robust plan that links demand (what work is coming) with capacity (resources available) across a mix of technical and business change initiatives.
This is a strategic planning role focused on demand, capacity, and resource management-not task management.
Contract Details
* Contract length: 3-6 months
* Start: ASAP
* Location: Hybrid - 2 days per week in Leeds
* Domain: Financial Services (essential)
Key Responsibilities
Demand & Capacity Planning
* Establish and maintain a clear view of demand across the Homes & Savings portfolio (technical + business initiatives).
* Build and own a capacity model that reflects current availability, constraints, and forecasted needs.
* Create a credible, integrated resource plan that links demand to capacity and supports portfolio priorities.
* Identify resource gaps, bottlenecks, and key dependencies; propose options to resolve them.
Resource Management & Forecasting
* Support stakeholders with resource allocation across delivery teams, SMEs, and change initiatives.
* Produce resource forecasts (short/medium-term) to support decision-making and portfolio governance.
* Partner with delivery leads and SMEs to ensure planning assumptions are realistic and maintained.
Portfolio Planning & Insight
* Provide strategic insights to portfolio leadership on:
o Where demand is originating
o Which skills/capabilities are constrained
o What trade-offs are required to deliver the plan
* Help shape and embed a more sustainable planning approach, improving visibility and decision quality.
Stakeholder Management
* Engage and influence a broad set of stakeholders across:
o Technology delivery
o Business change/transformation
o Business SMEs
o Portfolio/programme leadership
* Bring a personable, confident style-able to challenge constructively and build strong working relationships quickly.
What We're Looking For (Essential)
* Financial Services background (experience within FS portfolios/programmes).
* Proven experience in resource planning, demand planning, and capacity modelling in complex environments.
* Ability to create a strategic resource plan (not simply "plugging" a plan into a template).
* Experience working across both technical and business change delivery, coordinating resources across both.
* Strong capability in understanding and modelling:
o capacity constraints
o demand drivers
o skill mix/role-based resourcing
* Excellent communication and stakeholder engagement skills-personable, collaborative, and able to work at pace.