Portfolio Planner

As a portfolio planner, you will be providing senior level support for the Compliance Portfolio from within the Transformation Portfolio Office (TPO).

The role of the Portfolio Planner is to work with stakeholders to ensure all aspects of the project plans for initiatives that sit within the Compliance Portfolio are defined. The planner provides clarity on key milestones to define what, when and how activities will be organised to ensure the outcomes of a project can be achieved, with the resources available. They lead on all aspects of planning, which will include the development, updating and monitoring of Portfolio level plans and schedules. They identify milestones, interdependencies and outcomes for the Portfolio and work with project and programme teams to track and monitor progress against the plan throughout the life of the project.

Additionally, the role will provide insight and support to strengthen portfolio governance and enable decisions through engagement with programme and project stakeholders and analysis of information from a range of sources, converting this into informed insights using appropriate reporting and visualisation methods to help ensure the Portfolio meets its strategic objectives and delivers the anticipated benefits.

This role will have a particular focus on planning, including scheduling; dependencies and change control. There is an expectation that successful candidates will develop expertise across the functional areas in TPO in support of team resilience.

Person specification

Working In Partnership With The TPO Portfolio Delivery Office Team To Establish And Maintain Good Portfolio Governance, Including But Not Limited To The Following

• Working as part of the Portfolio Planning team to lead Portfolio planning activities in collaboration with projects or programmes to develop and maintain a Portfolio Plan to identify, track and report delivery against key milestones in support of achieving Portfolio benefits and outcomes.
• Working as part of the Portfolio Planning team to identify, monitor and report interdependencies across change initiatives raising risks and issues as necessary in support of delivery of Portfolio benefits and outcomes.
• Challenging and assessing assumptions to ensure plans, schedules and dependencies are complete, realistic, achievable and meet project delivery standards.
• Maintaining Portfolio baseline and ensuring change control processes are adhered to in updating the baseline.
• Engage with a wide range of stakeholders of all different levels in the organisation. Ensure stakeholder needs and responsibilities with regards to planning and scheduling are understood and incorporated into reporting arrangements.

Previous experience of working within a complex Project, Programme or Portfolio Management Office environment.

Additional Location information - Transitional sites:

For more information on where you might be working, review this information on our locations .

If your location preference is for one of the following sites, it's important to note that these are not long-term sites for HMRC and we will require you to move to a new building in the future, subject to our location strategy and the applicable employee policies at that time.

These Sites Are

• Benton Park View, Newcastle - moving to Pilgrims Quarter, Newcastle.
• Telford Plaza, Telford - moving to Parkside Court, Telford.
  
  

You will be given more information about what this means at the job offer stage.

Behaviours

We'll assess you against these behaviours during the selection process:

• Changing and Improving
• Delivering at Pace
  
  

Benefits

Alongside your salary of £45,544, HM Revenue and Customs contributes £13,194 towards you being a member of the Civil Service Defined Benefit Pension scheme. Find out what benefits a Civil Service Pension provides.

HMRC operates both Flexible and Hybrid Working policies, allowing you to balance your work and personal commitments. We welcome applications from those who need to work a more flexible arrangement and will agree to requests where possible, considering our operational and customer service needs.

We offer a generous leave allowance, starting at 25 days and increasing by a day for every year of qualifying service up to a maximum of 30 days.

• Pension - We make contributions to our colleagues' Alpha pension equal to at least 28.97% of their salary.

Family friendly policies.

Personal support.

Coaching and development.

To find out more about HMRC benefits and find out what it's really like to work for HMRC hear from our insiders or visit Thinking of joining the Civil Service .

Things you need to know

Artificial intelligence

Artificial intelligence can be a useful tool to support your application, however, all examples and statements provided must be truthful, factually accurate and taken directly from your own experience. Where plagiarism has been identified (presenting the ideas and experiences of others, or generated by artificial intelligence, as your own) applications may be withdrawn and internal candidates may be subject to disciplinary action. Please see our candidate guidance (opens in a new window) for more information on appropriate and inappropriate use.

Selection process details

This vacancy is using Success Profiles (opens in a new window) , and will assess your Behaviours and Experience.

How To Apply

As part of the application process, you will be asked to provide the following:

• A name-blind CV, to include your Job History, with a short description of your jobs/roles, duties and any key achievements.

A 750-word Personal Statement, describing how your skills, attributes and experience would make you suitable for the role, referring to the Person Specification, and how you meet the Essential Criteria.

Please also provide a statement (max 250-words) for the Desirable Criteria , if applicable to you, on your application form. This is not essential for the role but may be considered by the vacancy-holder where candidates have the same scores at sift or interview.

Further details around what this will entail are listed on the application form.

Sift

In the event of a large number of applications being received, an initial sift may be held on the Personal Statement.

At full sift your CV and Personal Statement will be assessed, with the successful candidates being invited to interview.

We may also raise the score required at any stage of the process if we receive a high number of applications.

Interview

During the panel interview, you will be asked Behaviour-based questions on all those listed, and Experience-based questions.

You will also be asked to prepare and deliver a Presentation, of up to 10-minutes, to further assess your Experience. Further details will be provided in advance of interview.

Interviews will take place via video link (Microsoft Teams).

Sift and interview dates to be confirmed.

Eligibility

Please take extra care to tick the correct boxes in the eligibility sections of your application form. We understand mistakes sometimes happen but if you contact us later than two working days (Monday-Friday) before the vacancy closes, we will not be able to reopen your application for you. If you do make a mistake with your eligibility form, or have withdrawn yourself in error and need your application reinstated whilst the campaign is still live, please contact us via: unitybusinessservicesrecruitmentresults@hmrc.gov.uk - Use the subject line to insert appropriate wording for example - 'Please re-open my application - [insert vacancy ref] & vacancy closing date [insert date]'

To check that you are eligible to apply for this role, please review the eligibility information before submitting your application .

Reserve List

A reserve list may be held for up to 12 months from which further appointments may be made for the same or similar roles - if this applies to you, we'll let you know via your Civil Service Jobs account.

Criminal Record Check

Applications received from candidates with a criminal record are considered fairly in accordance with the DBS Code of Practice and the Recruitment of ex-offenders Policy.

Merit List

After interview, a single merit list will be created, and you will only be considered for posts in locations you have expressed a preference for. Appointments will be made in strict merit order in line with the set number of roles in each location.

Hybrid working at HMRC

HMRC is an office-based organisation, and colleagues are expected to spend 60% of their working time in the office. Our offices provide opportunity for interaction, collaboration which aids learning and development and a sense of community. Where the role allows it, and where the home environment is suitable, colleagues can work from home for up to 2 days a week, averaged over a calendar month (or a proportionate amount of time for colleagues who work less than full time).

Reasonable Adjustments

We Want To Make Sure No One Is Put At a Disadvantage During Our Recruitment Process. To Assist You With This, We Will Reduce Or Remove Any Barriers Where Possible And Provide Additional Support Where Appropriate. If You Need a Change To Be Made So That You Can Make Your Application, You Should

• Contact the UBS Recruitment Team via unitybusinessservicesrecruitmentresults@hmrc.gov.uk as soon as possible before the closing date to discuss your needs.
  
  

Complete the "Assistance required" section in the "Additional requirements" page of your application form to tell us what changes or help you might need further on in the recruitment process. For instance, you may need wheelchair access at interview, or if you're deaf, a Language Service Professional.

Important information for existing HMRC contractual homeworkers

Please note that this role is unsuitable for contractual homeworkers due to the nature and/or requirements of the role.

Terms and Conditions

Customer facing roles in HMRC require the ability to converse at ease with members of the public and provide advice in accurate spoken English and/or Welsh where required. Where this is an essential requirement, this will be tested as part of the selection process.

HMRC has a presence in every region of the UK. For more information on where you might be working, review this information on our locations .

The Civil Service values honesty and integrity and expects all candidates to abide by these principles. The evidence you provide in your application must relate to your own experiences.

Any instances of plagiarism or other forms of cheating will be investigated and, if proven, the relevant application(s) will be withdrawn from the process.

Recording of interviews is prohibited unless explicit agreement is sought in line with the UK General Data Protection Regulations.

Questi

ons relating to an individual application must be emailed as detailed later in this advert.

Applicants who are successful at interview will be, as part of pre-employment screening, subject to a check on the Internal Fraud Database (IFD). This check will provide information about employees who have been dismissed for fraud or dishonesty offences. This check also applies to employees who resign or otherwise leave before being dismissed for fraud or dishonesty had their employment continued. Any applicant's details held on the IFD will be refused employment.

A candidate is not eligible to apply for a role within the Civil Service if the application is made within a 5 year period following a dismissal for carrying out internal fraud against government.

New entrants will join on the minimum of the pay band.

Please note that, if you are applying for roles on a part-time basis, the salary agreed will be pro-rata, reflective of the working hours agreed within your contract.

If you experience accessibility problems with any attachments on this advert, please contact the email address in the 'Contact point for applicants' section.

For more Information for people applying for, or thinking of applying for, roles at HM Revenue and Customs, please see link: Working for HMRC: information for applicants - GOV.UK .

Feedback will only be provided if you attend an interview or assessment.

Security

Successful candidates must undergo a criminal record check.

People working with government assets must complete baseline personnel security standard (opens in new window) checks.

Nationality Requirements

This job is broadly open to the following groups:

• UK nationals
• nationals of the Republic of Ireland
• nationals of Commonwealth countries who have the right to work in the UK
• nationals of the EU, Switzerland, Norway, Iceland or Liechtenstein and family members of those nationalities with settled or pre-settled status under the European Union Settlement Scheme (EUSS) (opens in a new window)
• nationals of the EU, Switzerland, Norway, Iceland or Liechtenstein and family members of those nationalities who have made a valid application for settled or pre-settled status under the European Union Settlement Scheme (EUSS)
• individuals with limited leave to remain or indefinite leave to remain who were eligible to apply for EUSS on or before 31 December 2020
• Turkish nationals, and certain family members of Turkish nationals, who have accrued the right to work in the Civil Service
  
  

Further information on nationality requirements (opens in a new window)

Working for the Civil Service

The Civil Service Code (opens in a new window) sets out the standards of behaviour expected of civil servants.

We recruit by merit on the basis of fair and open competition, as outlined in the Civil Service Commission's recruitment principles (opens in a new window) .

The Civil Service embraces diversity and promotes equal opportunities. As such, we run a Disability Confident Scheme (DCS) for candidates with disabilities who meet the minimum selection criteria.

The Civil Service also offers a Redeployment Interview Scheme to civil servants who are at risk of redundancy, and who meet the minimum requirements for the advertised vacancy.

Diversity and Inclusion

The Civil Service is committed to attract, retain and invest in talent wherever it is found. To learn more please see the Civil Service People Plan (opens in a new window) and the Civil Service Diversity and Inclusion Strategy (opens in a new window) .

Apply and further information

This vacancy is part of the Great Place to Work for Veterans (opens in a new window) initiative.

Once this job has closed, the job advert will no longer be available. You may want to save a copy for your records.

Contact point for applicants

Job Contact

• Name : Claire Claessen
• Email : claire.claessen@hmrc.gov.uk
  
  

Recruitment team

• Email : unitybusinessservicesrecruitmentresults@hmrc.gov.uk
  
  

Further information

Appointment to the Civil Service is governed by the Civil Service Commission's Recruitment Principles. You have the right to complain if you feel there has been a breach of the Recruitment Principles.

In the first instance, you should raise the matter directly via ubsrecruitmentcomplaints@hmrc.gov.uk. Please note that we do not accept complaints or appeals regarding scoring of outcomes of campaigns, unless candidates can provide clear evidence that the campaign did not follow the Recruitment Principles.

If you are not satisfied with the response, you may bring your complaint to the Commission. For further information on bringing a complaint to the Civil Service Commission please visit their website.