About Us
At Wealthtime, we take pride in our role as a multi-award-winning financial technology company, known for our outstanding 5-star service platform. Our journey is guided by our shared values and behaviours: 'Seek Opportunity', 'Nurture Each Other' and 'Simply Get Going.'
With new ownership since 2021 and significant investments of over £17 million, Wealthtime is on an exciting path of growth. Our team, consisting of approximately 300 dedicated individuals, is at the heart of our journey, and we welcome you to join us as we continue to make our mark in the industry.
About The Role
We are seeking an experienced and detail-oriented Project Manager to join our Transformation team and be part of a strategic transformation programme.
The role requires expertise in project management, stakeholder engagement, and preferably experience within the UK pension and investments industry.
The successful candidate will be a key part of the planning and delivery of workstreams within the programme, to ensure that they are delivered on time, within budget, and with minimal disruption to the business and our customers.
This role will be on an initial 12-18 month fixed term contract basis.
Key Responsibilities
Project Planning and Strategy:
- Develop and own a comprehensive project plan, outlining key milestones, deliverables, and timelines.
- Ensure that the scope, objectives, and success criteria are tracked to and met.
Stakeholder Engagement
- Collaborate closely with internal teams, vendors, and third-party service providers to ensure alignment on project objectives and execute delivery.
- Provide regular updates on progress, risks, and issues, ensuring transparency throughout the project lifecycle.
- Facilitate updates and presentations to senior management and stakeholders.
Execution And Coordination
- Coordinate cross-functional teams to execute the project tasks effectively, including those from external vendors and third-party service providers.
- Ensure data integrity and security, and consumer duty remain central to the execution and delivery of the project deliverables.
- Oversee testing phases, system functionality testing, and user acceptance testing (UAT).
Risk Management
- Proactively identify and mitigate risks or issues that could impact project delivery, regulatory compliance, or client outcomes.
- Collaborate with stakeholders to identify and effectively mitigate and manage risk impact to ensure successful project delivery.
Business And External Readiness
- Manage business readiness activities for some of the programme workstreams.
- Facilitate teams to ensure that communications (external and internal) are dealt with in a timely manner.
Post Go-Live Support
- Monitor and facilitate post go-live support for some of the programme workstreams to enable issues to be resolved promptly.
- Gather feedback from users to identify areas for improvement and implement necessary adjustments.
About You
Essential
Specialist Skills, Qualifications and Experience:
- Exceptional organisational and time management skills.
- Excellent communication and interpersonal abilities.
- Team player that can also work independently.
- Solution orientated and resourceful with strong problem-solving and analytical skills, always seeking ways to address challenges and move forward.
- Strong attention to detail with the ability to focus on both the bigger picture and smaller details that matter.
- Ability to manage multiple priorities and stakeholders effectively with strong prioritisation skills.
- Resilience and adaptability in a dynamic and fast paced environment.
- Proven experience managing platform migrations and data migrations would be an advantage, ideally within the financial services or investment sector.
- Proven experience working with third-party service providers would be an advantage.
- Proficient in project management tools (e.g. MS Project, Jira).
Desirable
- PMP, PRINCE2, or similar project management certifications.
- ITIL or other relevant certifications.
Rewards & Benefits
Competitive Compensation: We offer a competitive salary that reflects your skills and contributions.
Hybrid Working: Enjoy the flexibility of a hybrid work model, balancing the comforts of home with the camaraderie of the office.
Yearly Discretionary Bonus: Look forward to a yearly discretionary bonus as a token of appreciation for your dedication.
Generous Holiday Package: You'll receive 34 days of holiday per calendar year, including bank holidays. Plus, we offer the option to purchase or sell up to 5 additional days per year, tailoring your time off to suit your needs.
Wellbeing at Heart: We understand the importance of your well-being, which is why we offer a Wellbeing day, allowing you to take a break when you need it most, whether it's for your birthday, moving house, or simply pampering yourself.
Professional Growth: We're committed to your professional development and will support and encourage your career advancement.
Comprehensive Health: You and your family's health is a priority for us. We provide a Private Medical scheme that can be extended to full family coverage, an Income protection scheme, and a Life assurance scheme.
Financial Security: Prepare for your future with our Group contributory pension scheme.
Travel with Ease: We offer interest-free season ticket loans to help with travel costs.
Giving Back: You can participate in our Wealthtime Foundation Day to support charitable activities.
Opportunities for Growth: We actively promote internal progression, so your journey with us can take you from agent to team leader and beyond.
Recognition Matters: Our excellent in the moment recognition scheme ensures your hard work is acknowledged and celebrated.
Wealthtime is an equal opportunities employer that places high value on a diverse and inclusive workplace. We recognise that people work in different ways, appreciate alternative viewpoints, celebrate individuality, and cultivate a culture where everyone can be their authentic selves at work. We are deeply committed to fostering a diverse workforce and welcome applications from individuals of all backgrounds, beliefs, cultures, gender identities, ethnicities, sexual orientations, abilities, and long-term health conditions.
