Hybrid Workforce Planning Manager — Data-Driven Capacity

Lloyds Wealth; Leeds; On-site; GBP 56,000 - 62,000; Full time

Benefits offered by this job

Generous holiday entitlement

Private medical insurance

Life insurance

Company pension contribution

Cash allowance

Bonus opportunity

Financial advice access

Job summary

Lloyds Wealth is recruiting a Workforce Planning Manager to lead the development of workforce plans across the organisation, ensuring we have the right advisers and client services colleagues with the right skills to meet evolving client and business needs.

You will analyse workforce trends, forecast future staffing requirements and turn complex data into clear, actionable insights to support decisions around capacity, productivity, recruitment, role design and resource allocation, helping

Qualifications

• Proven experience in workforce planning, capacity planning, resource management or a closely related role.
• Experience developing workforce plans, performance measures and management information.
• Strong analytical capability, with experience interpreting workforce data, identifying trends and forecasting future resource requirements.
• The ability to translate complex information into clear recommendations, reports and presentations for different audiences.
• Excellent communication and stakeholder management skills, with the confidence to guide, influence and constructively challenge senior colleagues.
• Strong project management and organisational change experience.
• A practical, solutions-focused approach to identifying and resolving workforce challenges.
• An understanding of budgeting and financial planning in relation to staffing and resource allocation.
• Experience in wealth management, financial advice or client services would be highly desirable.

Responsibilities

• Monitor, control, forecast, and inform business resourcing.
• Analyse workforce trends and forecast staffing requirements.
• Develop practical workforce plans and data-driven strategies.
• Collaborate with cross-functional teams and senior stakeholders.
• Develop workforce planning tools, reporting and performance measures.
• Support capacity and productivity decision-making across multiple roles.
• Align workforce strategy with business direction.

Skills

Workforce planning

Capacity planning

Resource management

Data analytics

Forecasting

Stakeholder management

Project management

Organisational change

Budgeting

Wealth management

Job description

Lloyds Wealth is recruiting a Workforce Planning Manager to lead the development of workforce plans across the organisation, ensuring we have the right advisers and client services colleagues with the right skills to meet evolving client and business needs.

You will analyse workforce trends, forecast future staffing requirements and turn complex data into clear, actionable insights to support decisions around capacity, productivity, recruitment, role design and resource allocation, helping