Resource and Capability Planner

Portfolio Resource Planner - Financial Services - Contract

Role Summary

We're looking for an experienced Resource Planning Manager/Portfolio Resource Planner to join a Homes & Savings portfolio within a Financial Services environment.

There is currently no dedicated planning capacity, and the portfolio needs someone to bring structure, clarity, and a robust plan that links demand (what work is coming) with capacity (resources available) across a mix of technical and business change initiatives.

This is a strategic planning role focused on demand, capacity, and resource management-not task management.

Contract Details

• Contract length: 3-6 months
• Start: ASAP
• Location: Hybrid - 2 days per week in Leeds
• Domain: Financial Services (essential)

Key Responsibilities

Demand & Capacity Planning

• Establish and maintain a clear view of demand across the Homes & Savings portfolio (technical + business initiatives).
• Build and own a capacity model that reflects current availability, constraints, and forecasted needs.
• Create a credible, integrated resource plan that links demand to capacity and supports portfolio priorities.
• Identify resource gaps, bottlenecks, and key dependencies; propose options to resolve them.

Resource Management & Forecasting

• Support stakeholders with resource allocation across delivery teams, SMEs, and change initiatives.
• Produce resource forecasts (short/medium-term) to support decision-making and portfolio governance.
• Partner with delivery leads and SMEs to ensure planning assumptions are realistic and maintained.

Portfolio Planning & Insight

• Provide strategic insights to portfolio leadership on:
  • Where demand is originating
  • Which skills/capabilities are constrained
  • What trade-offs are required to deliver the plan
• Help shape and embed a more sustainable planning approach, improving visibility and decision quality.

Stakeholder Management

• Engage and influence a broad set of stakeholders across:
  • Technology delivery
  • Business change/transformation
  • Business SMEs
  • Portfolio/programme leadership
• Bring a personable, confident style-able to challenge constructively and build strong working relationships quickly.

What We're Looking For (Essential)

• Financial Services background (experience within FS portfolios/programmes).
• Proven experience in resource planning, demand planning, and capacity modelling in complex environments.
• Ability to create a strategic resource plan (not simply "plugging" a plan into a template).
• Experience working across both technical and business change delivery, coordinating resources across both.
• Strong capability in understanding and modelling:
  • capacity constraints
  • demand drivers
  • skill mix/role-based resourcing
• Excellent communication and stakeholder engagement skills-personable, collaborative, and able to work at pace.