Portfolio Planning Lead
1 day ago
Join to apply for the Portfolio Planning Lead role at Zurich Insurance. Job Summary The Portfolio Planning Lead will play a key role in shaping and managing the UK Portfolio processes. This includes management of the UK change assessment process, supporting the ECP prioritisation process, and engagement with UK Market Facing Units (MFUs). Key Details Location: Swindon, London or Fareham Working Hours: Part-time, full-time or job‑share available Salary: Attractive salary and benefits package Closing Date: 19th December 2025 Seniority Level: Mid‑Senior level Employment Type: Part‑time Job Function: Finance and Sales Industry: Insurance What you will be doing Lead the UK Change Assessment process, ensuring robust evaluation of proposals and alignment with strategic priorities. Manage the Enhanced Change Projects (ECP) prioritisation process, ensuring transparent and consistent decision‑making. Facilitate prioritisation workshops and stakeholder engagement sessions to inform Investment Council decisions. Support development of benefits realisation tracking across major projects and programmes. Monitor, report, and challenge benefits delivery to ensure alignment with business objectives and achieved outcomes. Build and maintain strong relationships with UK MFUs and other key stakeholders to enable effective collaboration and communication. Serve as a trusted advisor on portfolio planning and prioritisation matters. Support financial planning and forecasting for the portfolio. Provide line management, guidance, and coaching to team members. Champion a culture of continuous improvement and collaborative working. Essential Skills & Experience Financial acumen with experience in budgeting and forecasting. Experience of project/programme, portfolio or PMO management within a financial services environment. Excellent stakeholder management and influencing skills at senior levels. Excel and data visualisation skills for portfolio reporting. Analytical and problem‑solving skills with attention to detail. Ability to navigate ambiguity and drive clarity in decision‑making. Desirable Skills & Attributes Previous experience in line management. Exposure to change governance processes. Project/Portfolio management certifications such as APM, PMI or PRINCE2. Strong communication and facilitation skills, including workshop leadership. Benefits We offer a range of employee benefits including a 12% defined non‑contributory pension scheme, annual company bonus, private medical insurance and the option to buy up to an additional 20 days or sell some of your holiday. Our benefits provide real flexibility so our people can make considered choices and tailor their benefits throughout the year. Equal Opportunity Zurich is an inclusive employer that welcomes all candidates and offers reasonable adjustments and practical support during the application process. Our Culture Zurich is committed to diversity and inclusion, wellbeing, continuous improvement, and community engagement. #J-18808-Ljbffr
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New Byth, United Kingdom Zurich Insurance Full timeA leading insurance company is looking for a Portfolio Planning Lead to shape and manage UK Portfolio processes. This role involves leading change assessment processes and managing project prioritisation while ensuring alignment with strategic priorities. The ideal candidate will have strong financial acumen, excellent stakeholder management skills, and...
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