Key Responsibilities

• Coordinate and monitor day-to-day project activities to ensure alignment with objectives and timelines.

• Assist in developing, maintaining, and tracking project plans, schedules, and deliverables.

• Organise and facilitate meetings, including preparing agendas, documenting minutes, and following up on action items.

• Act as a point of contact for internal and external stakeholders regarding project status and updates.

• Track and report on project performance, highlighting risks, issues, and progress to the business and clients.

• Support resource planning and allocation in collaboration with the Project Delivery Manager and senior managers.

• Maintain comprehensive and up-to-date project documentation, including plans, logs, and reports.

• Ensure adherence to internal processes, quality standards, and governance frameworks.

• Support the implementation of Moneyinfo services to new clients, including training on the application and providing guidance and support materials for rollout to their end clients.

• Build strong working relationships with clients to ensure smooth onboarding and positive project delivery.

• Help coordinate and, where required, participate in quality assurance testing of new releases before client rollout.

Required Skills

• Strong organisational skills with the ability to manage multiple tasks and deadlines across several projects.

• Excellent written and verbal communication skills to interact effectively with clients and internal teams.

• Attention to detail to ensure accuracy in scheduling, documentation, and reporting.

• Proficiency with project management tools (e.g., Zoho Projects, Jira, or equivalent tools).

• Time management skills to prioritise effectively in a fast-paced environment.

• Problem-solving abilities to proactively identify issues and support resolution.

• Team collaboration and interpersonal skills to foster productive relationships with clients and colleagues.

• Basic understanding of project lifecycles, methodologies (e.g., Agile, Waterfall), and delivery processes.

• Ability to work independently with minimal supervision, while supporting wider team objectives.

• Familiarity with documentation tools such as Microsoft Office (Excel, Word, PowerPoint), SharePoint, or Confluence.

• Adaptability and flexibility to respond to shifting project needs and priorities.

Remuneration Package

Salary DOE plus benefits package, including discretionary bonus, pension, life cover, income protection, private medical insurance, EV car scheme, and Bike to Work scheme.

Job Type: Full-time hybrid - office and home-based

Salary: DOE

To apply, please send a cover letter and copy of your current CV to us:

Apply here

About Moneyinfo

Moneyinfo is a leading provider of client portal technology for Financial Planning and Wealth Management firms, delivering best-in-class Digital Relationship Management that transforms efficiency and productivity, secures compliance confidence, and enhances client experience and engagement - so they have the power to unlock peak performance.

At Moneyinfo, our culture is at the heart of everything we do. We believe that when our team feels great, our clients feel great and that’s how we consistently deliver on our promises. We live by our values: bold, together, and trusted. These aren’t just words; they shape how we work, how we treat each other, and how we build lasting relationships with our clients. If you're someone who thrives in a collaborative environment, believes in making a real difference, and wants to be part of a company that genuinely supports your success and wellbeing, we’d love to hear from you.