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Project Manager (14-month Fixed Term)

London or UK Regional Offices (Leeds, Edinburgh or Bristol)

About James Hambro & Partners

James Hambro & Partners is an independently owned wealth management group established in 2010 by Jamie Hambro and seasoned industry experts. The Hambro name has been closely associated with the investment world for more than 200 years. The founding of James Hambro & Partners (JH&P) in 2010 marked its return to an independently owned partnership. Led by Chairman James Hambro, we created a modern business founded on traditional values and the guiding principles of trust, integrity and service. In 2012, responding to the opportunities and challenges of RDR, we merged with Calkin Pattinson, a well-established and like-minded family-run financial advisory company, now renamed James Hambro & Company. We believe that the merged James Hambro businesses form a compelling offering, bringing together expert portfolio management and financial planning within a single focused enterprise. We look after the needs of individual private clients and their families, financial advisers, trusts, charities and not-for-profit organisations. Our business has been built on personal service, clear communication and strong investment performance. James Hambro & Partners currently has over £8 billion of assets under management. Our head office is in Pall Mall London. We opened an office in Leeds in January 2020, an office in Edinburgh in February 2021 and an office in Bristol in May 2023.  

Role:

Project Manager  

Contract:

Fixed-Term Contract (14 months)  

Location:

London or UK Regional Offices; Leeds, Edinburgh, or Bristol - with regular travel to the London office required.  

Department:

Project Team  

Reporting to:

Head of Project Management

Summary:

JH&P is seeking a highly organised and proactive Project Manager to join our Projects Team. This is a fixed-term contract for 14 months, based in London or at one of our UK regional offices — Leeds, Edinburgh, or Bristol — with regular travel to the London office required. As Project Manager, you will be responsible for the co-ordination and management of key strategic projects across the business. You will ensure that projects are delivered on time, within budget, and to the agreed scope. You will also undertake Business Analyst responsibilities to support business needs and the project lifecycle. Ideally, you will have at least 5 years' relevant experience within financial services, along with strong project management capabilities.  

Project Management Responsibilities:

Project Delivery
  • Responsible for the end-to-end delivery (initiation to closure) of Regulatory, Strategic and Discretionary projects, typically involving the introduction of new/improved processes, new products, or systems, with the aim of enhancing internal efficiencies or delivering value add solutions to clients.
  • Formally defining scope at the outset of the project and baselining this for its duration. Ensure dependencies have been identified and agreed by stakeholders, alongside milestones and a success criteria, to set a measurable standard for project closure.
  • Create a detailed project plan and RAID log at the outset of the project and ensure this is maintained throughout. Produce the Terms of Reference and share this with the Sponsor and Steering Committee, obtaining formal sign off from all members.
  • Continuing to supervise the project closely, so that it is delivered on time, within budget and to the agreed quality, escalating any deviations from the fundamental elements to the Steering Committee or Change Group (should the change process need to be initiated). Risks should be continuously assessed and mitigating actions identified. Where issues arise, suitable remedial action should be agreed with the appropriate stakeholders.
  • Ensure that where relevant, before delivery to Production, that the appropriate testing standards have been met. This should be inclusion of a sufficient testing approach and detailed testing plans, that refer back to the success criteria confirmed at the outset of the project.
  • Once the scope has been achieved, ensure business readiness for go-live, including the training of the necessary business units/SMEs and a clear adoption strategy that has been agreed by all necessary stakeholders.
  • Produce Project Closure Form once the scope has been achieved and ensure lessons learnt are formally recorded, to support with the development of the project management framework.
Stakeholder Management
  • Chair working groups so that action points can be discussed and tracked with SMEs/Stakeholders. Motivate the team members and encourage a collaborative environment. Escalate resource constraints should they arise.
  • Provide biweekly updates to the COO and Head of Project Management, ensuring that the latter is made aware of any ongoing issues or risks to the project as soon as they arise.
  • Prepare reports and present these to the Project Sponsor and Steering Committee on a biweekly/monthly basis, guaranteeing a fair and accurate update has been provided.
  • Manage relationships with third-party suppliers, escalating any concerns to the Head of Project Management.

Additional Responsibilities:

Business Analyst Support
  • Where requested by the Head of Project Management and COO, support with the gathering and documentation of requirements and the definition of a clear solution that is aligned to the business needs. This may be within the project lifecycle, or when analysing a new project request that has been approved for analysis by the Change Group Committee.

Qualifications:

  • APM PFQ/PMQ or PRINCE2 (in progress/completed)

Knowledge and Experience:

  • 5+ years’ relevant experience within the Financial Services industry.

Skills and Behaviours:

  • Excellent verbal communication skills with the ability to summarise complex issues clearly and succinctly.
  • Strong written communication skills.
  • Ability to communicate on a technical level equivalent to your audience, including explaining features, benefits and risks associated with any suggested course of action.
  • Confident to engage in debate about the conclusions drawn, resilient in sustaining a logical argument under pressure, and to adjust or hold position as seems fit.
  • Confident with numbers, and able to convert them into meaningful words.
  • IT literate.
  • Organised with attention to detail.

Apply now