Clinical Resource and Planning Analyst

People First; United Kingdom; Remote; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Competitive salary

Contributory pension scheme (up to 6%)

Life assurance

25 days annual leave + bank holidays

Birthday day off (non-contractual)

Discounted gym membership

Job summary

Health Partners is seeking a Resource Planning and Forecasting Analyst to forecast demand for occupational health services and optimise clinician resource allocation. You will build models, analyse data, and provide strategic insights to senior stakeholders while balancing patient care and workforce wellbeing.

The role offers remote UK-based work, 37.5 hours per week, and a supportive environment with a strong focus on continuous improvement and collaboration across Operations, Clinical,

Qualifications

• Advanced Microsoft Excel proficiency with complex models, pivots and scenario analyses.
• Experience in time-series forecasting, demand modelling or capacity planning.
• Strong numerical ability to interpret large datasets and provide actionable insights.

Responsibilities

• Produce short-, medium- and long-term forecasts for services such as health surveillance, management referrals, vaccinations, and physiotherapy.
• Analyse historical activity, client volumes, seasonality, and attendance patterns to improve forecast accuracy.
• Build and maintain demand and capacity models to determine clinical hours and headcount.
• Run scenario analyses for new contracts and service changes and present resource impact findings.
• Present findings clearly to non-technical stakeholders and support capacity planning discussions.

Skills

Advanced Excel

Forecasting & Modelling

Data Analysis

Reporting

Communication

Attention to Detail

Tools

Power BI

SQL

Job description

At Health Partners, we pride ourselves on being one of the UK’s leading providers of occupational health and wellbeing solutions. We partner with organisations across diverse industries, helping them to support the physical and mental health of their employees.

Please note that the closing date for this vacancy is subject to change and the advert may close earlier if sufficient applications are received. We encourage early applications to avoid disappointment.

JOB7369

About the Role:

We are seeking a highly analytical and proactive Resource Planning and Forecasting Analyst to join our team. In this role, you will play a critical part in forecasting demand for Occupational Health services and ensuring that clinical resources are optimally planned and utilised. Your work will help us deliver efficient and effective services to our clients while balancing clinician wellbeing and operational priorities.

As a Resource Planning and Forecasting Analyst, you will produce accurate demand and capacity forecasts, build and maintain detailed models, and provide actionable insights to senior stakeholders. This is an exciting opportunity for a data-driven individual who thrives on solving complex problems and communicating their findings to a diverse audience.

What’s In It for You?

We value the people who work with us and our rewards package is reviewed regularly to reflect this. It currently includes:

• Competitive salary, dependent on qualifications and experience.
• Contributory pension scheme(up to 6%).
• Life assurance.
• 25 days of annual leaveplus bank holidays, increasing with length of service.
• A day off for your birthday(non-contractual).
• Discounted gym membership.

What You’ll Be Doing:

Forecasting and Modelling:

• Produce short-, medium- and long-term forecasts for services such as health surveillance, management referrals, vaccinations, and physiotherapy.
• Analyse historical activity, client volumes, seasonality, and attendance patterns to improve forecast accuracy.
• Build and maintain demand and capacity models to determine clinical hours, headcount, and skill mix requirements.
• Run scenario analyses for new contracts, service changes, and seasonal peaks, and present resource impact findings

Capacity Planning and Resource Allocation:

• Track forecasted vs actual demand, explain variances, and refine methodologies.
• Document key assumptions for models, such as appointment durations, productivity, and shrinkage, and review these with clinical and operational leads.
• Recommend clinician allocations across sites, clinics, and remote services to match demand.
• Proactively manage capacity gaps and surpluses, advising on commercially sensitive approaches.

Reporting and Data Management:

• Produce regular reports on clinician utilisation, capacity, appointment fill rates, and lead times.
• Identify under- and over-utilisation by site, role, and service, and recommend corrective actions.
• Maintain accurate data sources, conduct data quality checks, and ensure trust in reporting outputs.
• Continuously improve reporting processes, automating manual tasks where possible.

Stakeholder Engagement and Support:

• Present findings and recommendations clearly to non-technical audiences, including senior managers and operational leads.
• Support tender and bid capacity assumptions, BAU capacity analysis, and recruitment plans.
• Collaborate with Scheduling, Operations, Clinical, and HR teams to support rota planning and leave management.

What We’re Looking For:

• Advanced Microsoft Excel: Proficient in building and maintaining complex models and reports, including PivotTables, nested logic, dynamic arrays, and scenario analysis.
• Forecasting and Modelling: Demonstrable experience in time-series forecasting, demand modelling, or capacity planning, with an understanding of seasonality and trend analysis.
• Data Analysis: Strong numerical ability to interpret large datasets, identify trends, and deliver actionable insights.
• Reporting Experience: Proven ability to produce regular management information and KPI reporting.
• Communication Skills: Capable of explaining complex analysis to non-technical stakeholders in a clear and concise manner.
• Attention to Detail: Rigorous approach to data accuracy, version control, and documentation.
• Relevant Experience: Previous experience in resource planning, workforce planning, forecasting, or an analyst role, ideally in a service-based or healthcare environment.

If you have some or all of the below, that would be a bonus!

• Experience in occupational health, healthcare, or other appointment-driven service environments.
• Working knowledge of Power BI or similar data visualisation tools.
• Basic SQL skills for data extraction and querying.
• Familiarity with workforce scheduling, rostering, or practice management systems.
• Understanding of occupational health service lines, clinical skill mix, and regulatory requirements.
• Experience supporting tenders, bids, or contract-level capacity modelling.

Key Attributes:

• Commercially Curious: Understands how resource decisions impact margin, client service, and clinician wellbeing.
• Proactive: Identifies capacity risks early and provides actionable options.
• Collaborative: Builds strong relationships with colleagues across Operations, Clinical, and Scheduling teams.
• Resilient and Adaptable: Thrives in a dynamic environment with changing priorities.
• Discreet: Handles sensitive workforce and client information with integrity.
• Improvement Minded: Continuously seeks ways to automate and simplify processes.

Location: Remote (UK Based Only)

Whilst our team operates remotely, we maintain a cohesive and friendly work environment through constant use of Teams chat and video meetings. This way of working is crucial for sustaining our open culture and warm dynamics of our team and require this role to be a part of that.

Hours: 37.5 hours

About Health Partners

Health Partners are committed to transforming the way health and wellbeing services are delivered in the UK. As one of the UK’s leading providers of occupational health and wellbeing solutions, we work with organisations across a wide range of industries to support the physical and mental health of their employees. Our mission is simple: to empower people to lead healthier, happier, and more productive lives.

With a strong focus on innovation and excellence, Health Partners combines clinical expertise with a personal, compassionate approach. Our multidisciplinary team of healthcare professionals, including occupational health advisors, physicians, physiotherapists, and counsellors, delivers tailored, evidence-based solutions designed to meet the unique needs of our clients and their workforce.

We pride ourselves on fostering long-term partnerships built on trust, professionalism, and results. Whether it’s through workplace health assessments, proactive wellbeing initiatives, or mental health support, Health Partners is dedicated to making a real difference.

At the heart of Health Partners is a culture of collaboration and continuous improvement. We believe in investing in our people and providing opportunities for growth, ensuring that our employees feel valued and inspired to deliver their best. By joining Health Partners, you’ll become part of a dynamic team that’s passionate about driving positive change in the workplace and beyond.

If you’re ready to make a meaningful impact in the field of health and wellbeing, we’d love to hear from you. Together, we can build healthier futures.

Diversity & Inclusion Statement

Health Partners are a proud member of the Disability Confident employer scheme

Health Partners are extremely proud to support the needs of our employees and as such understands everyone has individual work and home life responsibilities. We're happy to discuss flexible working arrangements for this role, should this be a requirement for you.

We aim to become one of the most inspiring companies to work for and to achieve this ambition, we need the best talent to come and work for us. We look for candidates with the right skills and values to join us and selection is based on a fair and equal process. We're proud to be committed to equal opportunities and welcome applications from all backgrounds.

Diversity and Inclusion forms an integral part of everything that we do, bringing together the best talent, helping people to realise their full potential by being yourself at work and delivering an outstanding service to everyone - regardless of difference.