Job Description

Job Specification

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Location

London

Employment Type

Full time

Department

Transformation

Appointment Type

Permanent

Hours

37.50

Ref No

10195

Job Information

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About Us:

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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

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This role provides high-quality support to the Transformation function in delivering strategic initiatives across the group. It plays a key part in ensuring effective project management, coordination, and data-driven analysis to enable successful execution of transformation programs.



As part of a dynamic and high-impact team, this position offers strong opportunities for career progression, with exposure to senior stakeholders, cross-functional projects, and the chance to grow into broader transformation or programme leadership roles.

What success looks like:

Transformation initiatives are delivered on time, within budget, and to scope. Stakeholders are well-informed and engaged throughout the programme lifecycle. PMO processes are followed consistently, and risks are proactively managed. The Transformation function is effectively supported in driving strategic outcomes.

Key Responsibilities:

Assist in planning, tracking, and reporting on transformation projects and workstreams. Support the preparation of project documentation including plans, RAID logs, and status reports. Coordinate meetings, workshops, and stakeholder communications. Maintain programme governance frameworks and ensure compliance with reporting standards. Track milestones, dependencies, and risks across multiple initiatives. Support resource planning and budget tracking activities. Conduct analysis to support decision-making, including options analysis and benefits tracking Prepare dashboards and presentations for senior stakeholders. Identify trends, risks, and opportunities through data interpretation. Liaise with internal teams and external partners to gather inputs and ensure alignment. Support change management and communication activities.

You will, from time to time, be required to undertake other activities that fall within your capabilities as directed by management.

About You

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Specialist Skills, Qualifications and Experience:

Essential:

Strong organisational and time management skills. Analytical mindset with the ability to interpret data and present insights clearly. Excellent communication, stakeholder management and interpersonal skills. Proficiency in MS Office (especially Excel and PowerPoint)

Desirable:

Experience in a project support, PMO, or transformation role within a corporate environment. Experience working with project management tools (e.g., MS Project, JIRA, DevOps) Familiarity with financial services or platform/advice/DFM businesses is a plus.

Rewards & Benefits:

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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.