HM Revenue & Customs
Planning Logistics & Administration Planning Officer

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About The Job
Job Summary
Discover a career in your hands at HMRC. Whether you're seeking purpose, growth, or a workplace that gives you a true sense of belonging, hear from some of our employees as they share their story about what it's really like to work at HMRC.
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Planning Officers are responsible, collectively as part of the planning team, to organise and create Learning Events, as well as maintaining and managing ongoing events. The role involves working closely with Tax Customs & Compliance Academy (TCCA) stakeholders, to ensure that Commissions for Learning events are prioritised, arranged, and managed. Planning Officers are also responsible for planning delivery of Learning Routeway Events that follow a specific timetable.
Job Description
- Create learning events using Planning Tools; Including Integrate Planning Tool (IPT)
- When allocating trainers consider the wider delivery requirements, priorities and wellbeing of trainers.
- Allocate role players to events and update spreadsheet. Update the IPT events
- Work collaboratively with Learning Delivery managers (LDMs) across TCCA
- Issue planning/delivery invitations to relevant parties - trainers, LDMs, and the relevant business stakeholders.
- Maintain an audit trail using planning spreadsheets, templates, and mailboxes.
- Alert Planning managers of risks to learning delivery.
- Undertake rework - trainer unavailable/replacement, Business cancellation of events or rescheduling events.
- Update all planning records on receipt of relevant information.
- Provide end of commission/event reports.
- Participate in Stakeholder calls and meetings.
- Collate statistical information as required by Senior Planning manager.
- Participate in forecasting meetings to provide clarity on availability of resource.
- Support the wider P, L&A team by flexing/sharing resources and best practice.
- Upskill colleagues into new planning areas.
- Create and update Standard Operating Procedures to provide support and ensure quality.
- Support admin colleagues.
- Monitor Mailboxes.
- Engage in Team meetings/calls.
- Be responsible for own development by proactively seeking opportunity for development.
- Actively participate with Performance & Development Conversations.
Person Specification
- A working understanding of Excel and O365 applications.
- Able to operate effectively under own initiative and within a team.
- Is highly organised with the ability to plan, organise and prioritise workloads to meet deadlines.
- Experienced in making confident decisions, demonstrating an understanding of the wider impacts.
- Strong attention to detail.
- Versatile with the ability to become multi-skilled across a variety of tasks within the team.
- Ability to work at pace, completing tasks accurately within agreed timescales.
- Is a confident communicator- you will need to engage effectively with a range of colleagues and stakeholders.
Essential Criteria
You will be asked to provide evidence of the following in your application (listed in priority order):
- Experience of event planning and event management.
- Experience of using event planning systems, databases or other event management applications.
- Ability to build and maintain effective relationships with stakeholders.
- Good communication and organisational skills.
- Good level of digital skills (a large proportion of role requires working with Excel sheets, mailbox management and SharePoint sites).
- Proactive problem solver, ability to work through issues collaboratively.
- Ability to work flexibly between competing requirements
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Desirable Criteria
It would be beneficial, but not essential, if you have:
- Experience of working within the Planning functions of IPT (Integrated Planning Tool)
Further Location Information
Please ensure that you only apply for a location that you are willing and able to work from, as we will only make one offer of employment. Any additional notes included in a 'Further Location Preferences (optional)' field within the application form, will not be considered. Please be aware that you cannot change your location preference after submitting your application.
Office Closures
For more information on where you might be working, review this information on our locations.
If your location preference is for one of the following sites, it's important to note that these are not long-term sites for HMRC and we will require you to move to a new building in the future, subject to our location strategy and the applicable employee policies at that time.
These Sites Are
- Benton Park View, Newcastle - moving to Pilgrims Quarter, Newcastle
- Trinity Bridge House, Salford - moving to an alternative office in Manchester/ Salford
You will be given more information about what this means at the job offer stage.
Leeds Locations
Moves Adjustment Payment will be available for this role, provided the successful applicant is a current HMRC colleague in Bradford and meets the eligibility requirements outlined in the HMRC's Moves Adjustment Payment guidance.
Behaviours
We'll assess you against these behaviours during the selection process:
- Managing a Quality Service
- Delivering at Pace
Benefits
Alongside your salary of £31,096, HM Revenue and Customs contributes £9,008 towards you being a member of the Civil Service Defined Benefit Pension scheme. Find out what benefits a Civil Service Pension provides (opens in a new window).
HMRC operates both Flexible and Hybrid Working policies, allowing you to balance your work and personal commitments. We welcome applications from those who need to work a more flexible arrangement and will agree to requests where possible, considering our operational and customer service needs.
We offer a generous leave allowance, starting at 25 days and increasing by a day for every year of qualifying service up to a maximum of 30 days.
- Pension - We make contributions to our colleagues' Alpha pension equal to at least 28.97% of their salary.
- Family friendly policies.
- Personal support.
- Coaching and development.
To find out more about HMRC benefits and find out what it's really like to work for HMRC hear from our insiders or visit Thinking of joining the Civil Service
Things you need to know
Artificial intelligence
Artificial intelligence can be a useful tool to support your application, however, all examples and statements provided must be truthful, factually accurate and taken directly from your own experience. Where plagiarism has been identified (presenting the ideas and experiences of others, or generated by artificial intelligence, as your own) applications may be withdrawn and internal candidates may be subject to disciplinary action. Please see our candidate guidance (opens in a new window) for more information on appropriate and inappropriate use.
Selection process details
This vacancy is using Success Profiles (opens in a new window), and will assess your Behaviours and Experience.


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How To Apply
As part of the application process, you will be asked to provide the following:
- A name-blind CV including your job history. 100 words restriction per role for past 5 roles maximum.
- A 750-word Personal Statement. Your Personal Statement should be used to describe how your skills and experience would be suitable for the advertised role, making reference to the essential criteria and person specification outlined in the advert.
- Two separate 250-word statements on the Behaviours - Managing a Quality Service (Lead Behaviour), and Delivering at Pace.
Please complete a separate statement (Max 250 words) for the Desirable Criteria where applicable. This is not essential for the role but may be considered by the vacancy-holder where candidates have the same scores at interview.
Further details around what this will entail are listed on the application form.
Sift
In the event of a large number of applications being received, an initial sift may be held on your CV.
At full sift your CV, and your Personal Statement and the two behaviour statements will be assessed, with the successful candidates being invited to interview.
We may also raise the score required at any stage of the process if we receive a high number of applications.
Interview
During the panel interview, your experience will be assessed, and you will be asked behaviour-based questions to explore in detail what you are capable of.
Behaviours
- Managing a Quality Service
- Delivering at Pace.
Interviews will take place via video link. Sift and interview dates to be confirmed. Please note that circumstances may arise that require the planned interview format to change. We will endeavour to provide you with as much notice of any change as possible.
Eligibility
Please take extra care to tick the correct boxes in the eligibility sections of your application form . Mistakes sometimes happen but if you contact us later than two working days (Monday-Friday) before the vacancy closes, we may not be able to reopen your application for you. If you do make a mistake with your eligibility form, or have withdrawn yourself in error and need your application reinstated whilst the campaign is still live, please contact us via: unitybusinessservicesrecruitmentresults@hmrc.gov.uk - Use the subject line to insert appropriate wording for example - 'Please re-open my application - [insert vacancy ref] & vacancy closing date [insert date]'.
To check that you are eligible to apply for this role, please review the eligibility information before submitting your application.
Exceptionally, candidates who are not successful at this grade may be considered for appointment to similar roles at a lower grade where the eligibility criteria are met. If this applies, we will contact you directly.
Sponsorship
We have assessed this role against both Home Office and HMRC criteria and we are unable to offer sponsorship for a Skilled Worker Visa. This means the vacancy is not open to applicants who require visa sponsorship.
The HMRC app can help you with your application
The HMRC app can provide you with your past 5 years' employment history, making the process of filling in your application quicker and easier.
If successful in your application, you will need your National Insurance number for the onboarding process.
Download the HMRC app now and save your National Insurance number to your digital phone wallet.
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