Transformation Management Office Analyst

The opportunity

Join our Transformation Management Office (TMO) at 2plan as a TMO Analyst, where you'll play a key role in delivering our transformation portfolio.

Reporting to the Senior Portfolio Manager with a dotted line into the Group Change Head of TMO,you'll supportthe successful delivery of 2plan’s transformation portfolio.

The role typically supports a multi-workstream portfolio, producing weekly/monthly MI and governance packs for senior forums and driving consistent standards across concurrent programmes and projects.

The role provides insight, governance and performance reporting across programmes and projects, ensuring that agreed ways of working, standards, artefacts, resourcing and benefits processes are applied consistently and continuously improved.

Working closely with Portfolio Leads, Change/Transformation colleagues and business stakeholders, the role enables informed decision-making through high-quality management information, analysis and proactive issue/risk escalation.

This is a hybrid role, based 3 days a week in the Leeds office.

The benefits:

• Salary – Up to £54,000
  
• Bonus – on target – 7.5%
  
• Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
  
• Critical illness cover
  
• Income protection - 1x salary
  
• Death in service - 4x salary
  
• 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days.
  
• A range of other flexible benefits to include private medical insurance, dental insurance and much more.

Key accountabilities:

• Define, implement and maintain portfolio reporting standards for 2plan’s transformation change (e.g., RAG status, milestones, dependencies, RAID, benefits/value, budget and resourcing.)
• Own the end-to-end production of portfolio MI (weekly/monthly) including data collection, validation, consolidation, commentary and insight for senior forums.
• Perform analysis across plan, progress and delivery outcomes (including slippage/critical path), identifying trends and recommending actions to address emerging risks or performance issues.
• Support governance by preparing materials for portfolio/programme/project boards (agendas, packs, minutes and actions), and tracking actions to closure.
• Support resource and demand management processes (capacity, utilisation, onboarding/offboarding, role mapping) and provide clear reporting of constraints and pinch points.
• Support benefits/value /Finance creation tracking: baseline measures, benefits profiles, dependency mapping, and in-life tracking of realised value and assumptions.
• Maintain and improve TMO artefacts, templates and guidance; coach colleagues on their use to drive consistent delivery discipline across 2plan.
• Drive continuous improvement of TMO data quality and ways of working, including automation opportunities (e.g., Power BI/Excel), and pragmatic simplification of processes.

What will you need to succeed?

• Proven experience in a Transformation Office / TMO / PMO role at portfolio level across multiple programmes/projects.
• Experience establishing and running governance rhythms (boards/forums): agendas, papers, minutes, action tracking, decision logs.
• Strong MI/reporting capability: advanced Excel (e.g., Power Query/pivots), dashboards (Power BI preferred), and senior-ready insight/storytelling.
• Hands-on RAID/dependency/milestone management, including constructive challenge and proactive escalation.
• Working knowledge of MS Project/Planner and strong PowerPoint/Word for board-ready materials; regulated/Financial Services experience preferred.
• Knowledge within either IT, Operations or Regulatory transformation.
• Strong understanding of wealth management, mortgage, and protection products is a plus.
• Demonstrable knowledge of effective prioritisation of change, budgeting and resource allocation.
• Knowledge of project management lifecycle, techniques and tools.
• Understanding of Programme Management Methodologies.
• Understanding of Project Governance and Assurance.
• Financial Services Experience.
• Highly organised with the ability to prioritise ad plan effectively.
• Builds strong stakeholder relationships.
• Ability to collate and produce high quality documentation.
• Skilled at managing stakeholder groups, comfortable with communicating at all levels.
• Continuous improvement looks for ways to enhance ways of working across Business Change. This includes suggesting ideas to improve efficiencies, evaluating current processes and finding opportunities to implement.

Why us?

2Plan Wealth Management was Launched in July 2007 and we have continuously built on our strengths to become one of the leading wealth management firms in the UK. Our head office administration, technology and regulatory teams provide exceptional support to all our financial advisers around the country, enabling them to deliver the best possible service to clients. The client experience is paramount and all our advisers pride themselves on providing up-to-date advice and building long lasting, professional client relationships. We want all our clients to view 2plan wealth management as their trusted go-to adviser for their financial matters.

We're a dynamic, fast paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential.

We’re also very proud of our culture, as one of the Best 100 Large Companies to work for in 2022. The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment which truly recognises and celebrates our colleague’s individual differences and identities – just like our financial advice, for us, it’s personal. We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier. At Openwork, we have a strong ethic of care for each other where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.