Project Assistant Leeds 2022

We are The Private Office (TPO), an award-winning team of Independent Financial Advisers who provide a personal, holistic, independent, and bespoke financial planning to clients from a diverse number of backgrounds. We are a fast-paced growing business with offices in Leeds, London and Bath.

The role

To provide support to the Programme and Project Manager to drive the delivery and implementation of new initiatives and operational change requirements to improve the performance of the business.

This role will be an exciting and varied one which covers project support duties such as the creation and maintenance of PMO documentation, preparation and follow up of meetings and actions and stakeholder management. However, the role will also include assisting the Programme and Project Manager in large scale projects and managing small scales deployments yourself.

We work with an Agile project management approach within the Projects and Development team and are continually developing this so having some experience of this approach would be advantageous but not vital.
We can offer hybrid working, a combination of home working and office working with Leeds being our Head Office but travel to London may also be necessary at times.

Key responsibilities

• Project administration duties including diary management, task management and agenda creation;
• Support with the creation and completion of PMO documentation;
• Assist the Programme and Project Managers in their daily operations of projects;
• Stakeholder engagement and management;
• Understand project requirements and scope to ensure activities remain on track;
• Collaborate with Project Managers to design action plans;
• Support the Programme and Project Manager in large scale projects;
• Manage smaller scale deployments.

Knowledge, skills & Experience

• 1 year's Project Co-ordinator experience;
• Excellent organizational skills and ability to adapt to changing priorities with strong time management and positive outlook;
• Exceptional attention to detail;
• Ability to operate on your own initiative when required;
• Willingness to tackle challenges and to solve problems by thinking outside the box;
• Proficient IT skills in core Microsoft systems;
• Excellent verbal and written communication skills;
• Confidence with stakeholder communication.

Core requirements

• The ability to build and maintain effective relationships within TPO;
• The ability to motivate and develop fellow employees;
• The ability to engender a positive and professional working environment, which encourages quality staff to join TPO;
• The individual to undertake the working day in accordance with the TPO Core values;
• The individual to maintain awareness of all risk related issues and ensure compliance with the TPO operational policies;
• The individual to maintain an understanding of the regulatory environment commensurate with the role;
• The individual to demonstrate understanding of and adherence to the Treating Customer Fairly principles at all levels.

What will we offer you in return?

• Competitive salary;
• Company discretionary bonus scheme;
• Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch;
• 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period;
• Company Pension scheme;
• Private Healthcare*;
• Group Income Protection;
• Life Assurance;
• Wellbeing Programme;
• Bike to Work Scheme;
• Eye Care Scheme;
• Full support with professional qualifications;
• Career progression available.
  
  *after qualifying period