AP-PM-3518: Project Manager - Insurance/Financial Services
  • Stephen Pimm
  • 12 Jan 2021
  • Location:
    London - Remote + London Office Based
  • Sector:
    Banking and Finance and Accountancy
  • Type:
  • Offering:
    Up to £65K dependent on experience + benefits
  • Start Date:
    ASAP - Post Multistage Interview Process
Job Description:

We have a great opportunity for a Project Manager to join our insurance/mutual services client on a permanent basis. This role is currently remote working with movement to office based (London) when able.



Our client delivers a complete outsourced management service covering every aspect of mutual insurance company management. They are demerging an arm of their business to become a separate entity which will conclude in the second half of 2021.

They require an experienced project manager to join their team to help deliver a wide variety of projects including data projects, a document management system upgrade, finance related projects, compliance, regulatory and change. Some are demerger related and others are legal requirements.


Reporting to the Head of Portfolio Management, you will work within a small team to lead on the delivery of projects. There is no line management for this role with resources coming from internal departments or supplier organisations. Excellent stakeholder management and communication skills are required to operate across all levels of the organisation.

This is a business focussed role which requires an understanding of the IT environment. A strong understanding of MS Excel is required.



  • To manage project proficiently (execute industry standard project management methodologies).
  • To plan and define scope of projects (demonstrate mastery of detail, able to gather, structure and track information across multiple workstreams with precision).
  • To prepare, document and maintain definitions of the requirements of projects (run workshops to investigate user requirements and complex problems or issues).
  • To plan and sequence project activities and resources (manage and coordinate multiple complex activities simultaneously and provide accurate and reliable reporting to key stakeholders as required).
  • To develop and estimate time and budgets (demonstrate knowledge of managing projects to budget, schedule and quality; liaise with the technical teams to ensure that the deliverables are met in accordance with project timescales).
  • To establish and maintain governance arrangements for the delivery of projects, defining clear roles, responsibilities and accountabilities, that align with organisational practice.
  • To produce all project related documentation, monitoring and reporting progress and all the administrative tasks that are required.
  • To produce and maintain Lessons learned logs and RAID logs (Manage and mitigate project risks).
  • To report on benefits realisation and initiatives (coordinate with business analysts and trainers to ensure that the appropriate level of training is offered when required).
  • To manage the integration of project outputs into business-as-usual, addressing the readiness of users, compatibility of work systems and the realisation of benefits.
  • Responsible for the closure phase of the projects (outputs, lessons learned, handover and benefits realisation review plan, KPIs).
  • Maintain a close relationship with end users and build a comprehensive understanding of business processes and business terminology.


Essential skills and experience:

  • Demonstrable project management experience within regulated environments.
  • An understanding of insurance/financial services environments and their compliance and regulatory requirements.
  • Excellent stakeholder management across all levels including senior leadership.
  • Strong communication skills – verbal, written and reporting.
  • Change management experience.
  • Business analysis skills – desirable.
  • Excellent experience and proficient user of MS Excel.
  • A formal project qualification: PRINCE2, APM, PMI etc.
  • Degree level education or equivalent experience.
  • Highly organised and methodical.
  • Self-driven and able to take responsibility for project delivery.
  • Flexible in approach and outlook.
  • Attention to detail.
  • Strong interpersonal skills.
  • Open, honest and action orientated.
  • Problem solving skills.


Our client has a great opportunity for progression and learning. This role is highly visible across a small team with a strong support structure in place and flexibility to lead the direction of the role moving forward.


Applications are open – multistage interview process.

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Person Specification:
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