About the Role

In this role you will have the opportunity to design, deliver and facilitate the strategy process and also operational planning for PFG, owning the documenting of the PFG business plan, identification and tracking of key measures and supporting the creation of the action plans that will underpin the key strategic developments that will drive forward the strategic development of PFG. The role will also be responsible for the identification and development of new propositions to broaden the products and services that PFG offers to UK consumers.

Hybrid working is available in this role. We ask that you attend the office 1-2 days per week.
This role could be based in any of our four locations; Bradford, London, Petersfield or Chatham.

Key Responsibilities

  • Lead the design, delivery and facilitation of PFG Strategic planning process, aligning and collaborating with all key stakeholders in relation to the approach and agreed strategic objectives, development and production of inputs and the facilitation and delivery of required outputs that enables a clear strategy to be articulated and stakeholder outcomes to be defined and quantified, including the strategic priorities and associated key measures of success for PFG.
  • In support of the PFG Strategic Planning process, provide regular updates to PFG ExCo and Board to ensure clarity on progress versus deliverables, escalation of any emerging issues and/or risks for resolution, enable management of expectations and alignment to expected outputs from the planning process.
  • Facilitate the development of the PFG Strategic plan, leading the documenting of the strategic plan collaborating with ExCo and SLT colleagues, ensuring it meets and reflects the required policies and standards and needs of all stakeholders, including PFG ExCo, Board and Regulatory plan submissions.
  • In conjunction with PFG ExCo and other senior business SMEs, facilitate the identification of the key developments that will underpin the realisation of the PFG strategy.
  • Linked to the above, collaborate with ExCo sponsors and senior business SMEs to support the creation of business cases, fully outlining details of the key developments, how they are aligned to the PFG strategic priorities and stakeholder KPIs/PFG key measures of success, working with Finance and other key stakeholders to produce supporting financial appraisals to enable their prioritisation via agreed 1PFG governance including PFG Transformation Executive Committee.
  • Design and gain ExCo agreement to approach to operational planning and reporting, facilitating the resulting development of the PFG operating plan, collaborating with deliverable owners to identify and track critical path actions and the co-ordination of the resulting progress reporting to be provided to PFG CEO and ExCo including the surfacing of
  • Provide ongoing strategic support to the Group and Divisional ExCos and their teams on strategic issues and assist them with strategic problem solving and stakeholder management.

    • Skills and Experience About You

    We would like you to have skills and experience in some of the following:

  • Extensive experience in UK Financial Services.
  • Extensive experience in successfully leading strategic and operational planning from ideation through to benefits realisation.
  • Strong experience in leadership roles achieving strong levels of employee engagement.
  • Experience in the identification, analysis and assessment of growth opportunities, including new markets and customer segments.
  • Experience in developing and gaining key stakeholder support to key strategic measures and the embedding of them within business delivery.
  • Experience of being a key influencer and contributor to internal and external communications that secure the buy in and support to strategic priorities and ambitions.
  • Experience of preparing materials to support the strategic planning process and supporting senior stakeholders in the preparation of strategic plans.
  • Experience in the use of planning and reporting tools.
  • PC Literacy to include significant experience in MS Office Word, Excel, PowerPoint.

    • Desirable

  • Experience in the use of planning and reporting tools.
  • Experience in developing/leading key programmes/projects.

    • The Benefits

    The satisfaction of working for a successful and ethical business who are here to help people is a big benefit of joining us, but it is not the only one. We will invest in your development, giving you the support and training to become better and better at your job. We take the work/life balance seriously, with plenty of flexible working options. Working in a bright and refreshingly relaxed environment, you will find your opinions are valued and listened to.

    On top of all this, we will give you a package including:

  • Competitive base salary and rewards
  • Car allowance
  • Discretionary annual bonus scheme
  • 50% Permanent Health Insurance
  • 4x Salary life assurance
  • Private Medical Insurance- Employee cover
  • 25 days annual leave entitlement (increasing with length of service)
  • Invitation to join the generous PFG pension scheme
  • Extensive opportunities for personal and career development
  • Flexible and dynamic working policies

    • Inclusion & Diversity Statement

    We know that by having a better, more inclusive culture and a diverse group of colleagues, we can support our customers and each other in the best way possible. We also believe this goes a long way to helping us live our purpose and defines why we are here in the first place: to help put people on a path to a better everyday life.

    We are an equal opportunities employer and we want people to join us no matter how they identify, their sexual orientation, marital or civil partner status, race, colour, nationality, ethnic or national origin, religion or belief, disability or age.

    We want to attract and retain the best people. So, we make sure that, if people need it, they are given all the extra support and reasonable adjustments to take part in any part of our application or interview process. We have also got lots of colleagues who choose to work flexibly, so please feel free to talk to us about how you prefer to work at any time.

    We think that if you can Be Yourself in the workplace, you will do your best work and enjoy being part of the team and as a business we get to benefit from that and to celebrate all the wonderful things that diversity brings.