Portfolio Planner

West Yorkshire
£50000 - £60000 per annum
Permanent

Posted on Mon Jun 2025

Portfolio Planner - Leeds (Hybrid)

Location: Leeds - 2-3 days a week onsite
Type: Permanent | Full-Time
Function: Transformation & Planning
Salary: £50K-£60K + excellent benefits

Are you a strategic thinker with a passion for planning excellence? We're looking for a Portfolio Planner to help shape and optimise enterprise-level planning within a newly formed Transformation Management Office (TMO).

In this role, you'll work across departments to deliver planning, reporting and forecasting activities that drive performance and deliver measurable business value. You'll play a key role in managing planning tools, collaborating with stakeholders, and improving processes to enhance portfolio delivery.

This position is ideal for someone who's data-driven, detail-oriented, and thrives in a dynamic environment with a strong sense of purpose and inclusivity.

Key Responsibilities

  • Develop and maintain enterprise-wide portfolio plans and reporting frameworks

  • Support the transition to centralised planning tools and methods

  • Collaborate with stakeholders to ensure accurate and actionable plans

  • Provide regular reporting and insights on performance vs forecast

  • Drive continuous improvement and process standardisation

You'll Bring

  • Proven experience in planning, resource management or PMO functions

  • Familiarity with planning systems and portfolio/project management tools

  • Excellent communication, analytical and influencing skills

  • Confidence working across multiple business units and with senior stakeholders

This is a chance to join a values-led organisation that puts people and progress at the heart of everything it does.

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    Advertised By:
    Elle Sorenti

    Elle began her recruitment experience in 2018, predominantly within Retail Fashion and Luxury Fashion. Her experience now focuses on Digital Transformation and Technology, where she dedicates herself to build lasting relationships and delivers efficient, tailored recruitment solutions.

    Actions speak louder than words when it comes to ED&I and we’re proud to let ours do the talking for us. TRIA have a majority female workforce from director level down and to keep building on this, we embody a commitment to keep TRIA a safe, prejudice-free environment.

    TRIA Consulting is dedicated to delivering end-to-end services that unlock potential and maximise value. Unlike traditional recruitment, we focus on providing comprehensive consultancy solutions tailored to your organisation's unique objectives.