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Marlborough Group is a successful investment business that manages over £10 billion for over 200,000 clients and employs some of the UK’s most respected fund managers. The Group has its headquarters in Bolton and offices in London, Lichfield, Peterborough, Bristol and Dublin.

The Group employ more than 235 people across its business lines being:

• Marlborough Limited – The Group’s investment management business
• Investment Fund Services Limited – The groups Authorised Corporate Director (ACD) Authorised Fund Manager business
• IFSL Administration – The Group’s platform business

Marlborough Group’s success has been built on a reputation for excellence in active fund management, with the Group leading the way in industry expertise, service quality, product understanding and added value for our investors.

As we continue with our ambitious growth plans, we are looking for talented people who share our values and will grow and develop as financial services professionals. That means putting our investors at the forefront of everything we do and constantly striving for excellence in the service we deliver.

In addition to receiving a comprehensive benefits package, successful candidates will join a team who are committed to collaborative working in an environment where personal and professional development are genuinely valued.

Position:

Role Purpose

• 
  We’re ambitious for the PMO to be seen as a high-performing team, supporting the Marlborough Group’s exciting plans to expand the business over the coming 3-5 years. The PMO will define, plan, prioritise assure and resource the Group’s portfolio of projects and key activities, ranging from major on-boarding of new funds to efficiency and digital transformation projects and regulatory initiatives.

• This role will own the administration activities of the PMO, supporting a high-performing team as the Group expands over the coming 3-5 years.

• This will involve consistently high quality of output; accurate storage and rapid retrieval of data; provision of timely agendas and management information packs to the group’s governance bodies; response to wide-ranging enquiries around project progress and documentation; and a pack for new starters involved with project work, explaining the processes and especially the sign-off processes that meet audit requirements.

Key Responsibilities

• 
  Management of the data on Monday.com and the team’s Sharepoint and Intranet sites

• Provision of accurate and timely project status information across the Group

• Support for major projects involving on-boarding new clients

• Agenda, papers and minutes for key governance meetings such as the Pre-Rec and Change Council and assurance stage gates

• Update and amend project templates and ensure document version control

• Management of the Change Request process

• Ownership and updating of the Projects and Change Management Risk and Issues Register

• Project Initiation and Closure processes, including project libraries, project naming and numbering conventions

• Act as the conduit to Internal Audit and other bodies (such as the Product Governance Team) to ensure documentation and processes are fit for purpose.

• Administer the time-sheeting system, addressing related queries.

Requirements:

Essential skills:

• PC literate
• Ability to prioritise and work to deadlines
• Ability to address multiple projects
• Ability to build relationships based on trust with colleagues across the Group
• Logical approach to problem solving
• Ability to anticipate the needs of colleagues, think ahead and act independently
• Strong organisation and time management skills
• Excellent verbal and written communication skills
• Strong numerical skills
Good attention to detail

Beneficial skills:

• Intermediate/Advanced MS Excel skills
• Proficiency with MS Office programme suite
• Experience with a planning tool, such as MS Project
• Knowledge of project management software

Essential Qualifications:

• 5 GCSEs Grade A-C (must include Maths and English)

Beneficial Qualifications:

• IOC qualification, or willingness to study towards it
• Completed or working towards professional qualifications in project management

Essential Experience:

• Previous experience in a similar administrative role

Beneficial Experience:

• Previous experience in a similar role within the financial services industry.

Personal Qualities:

• Ability to work as part of a cohesive and close-knit team
• Positive attitude
• Friendly, approachable and professional manner
• Flexibility and adaptability

Other information:

Benefits:

• Competitive salary with annual salary reviews
• 25 days annual leave plus statutory bank holidays
• 9% non-contributory pension
• Annual discretionary bonus scheme
• Private Healthcare Scheme
• Death in Service at 5 x annual salary
• 35 hour working week
• Training for IOC and other relevant qualifications
• Exam completion bonus £500 (IOC)
• Study leave
• Cycle 2 work scheme
• Eye test reimbursement
• Your birthday off
• Christmas party and paid for social events during the year
• 13 weeks fully paid maternity leave
• 2 weeks fully paid paternity leave