Workforce Planning Manager

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

Job Type

Permanent

Closing Date

05/09/2026

Lloyds Wealth aims to improve the way financial advice is offered by making it more affordable, accessible and impactful for more people

The Workforce Planning Manager plays a crucial role in driving the organisation’s operational excellence and strategic initiatives. This individual is tasked with monitoring, controlling, forecasting, and informing business resourcing, ensuring alignment with the company’s core values and behaviours.

This role will be crucial in ensuring that the organisation has the right number of colleagues with the necessary skills to meet its current and future business objectives. It will be essential to have a strategic mindset, strong leadership qualities, and the ability to work collaboratively across different functions of the business.

You and your team will leverage advanced data analytics to drive effective capacity and productivity decision-making across multiple roles within SPW. Your responsibilities will include collecting, analysing, and interpreting datasets to provide actionable insights that optimise resource allocation, streamline processes, and enhance overall operational efficiency. By co-ordinating the collaboration of cross-functional teams, you will develop and implement data-driven strategies that support informed decision-making.

Location | National
Type | Permanent
Salary | £56,060 to £61,666

As Workforce Planning Manager , you’ll lead the development of workforce plans across Lloyds Wealth, ensuring we have the right number of advisers and client services colleagues, with the right skills, to meet changing client and business needs.

You’ll analyse workforce trends, forecast future staffing requirements and turn complex data into clear, actionable insight. Your work will support decisions around capacity, productivity, recruitment, role design and resource allocation, helping the business maintain high standards of client service while operating efficiently.

Working closely with the Client Office Leadership Team, the People function, Finance and other key stakeholders, you’ll align workforce strategy with the wider direction of the business. You’ll help identify gaps between current capability and future demand, then develop practical plans to address them.

You’ll also lead the ongoing development of workforce planning tools, reporting and performance measures. This will include working with internal teams and external providers to ensure our systems and forecasting approaches remain effective, relevant and fit for the future. This is a highly collaborative role requiring the confidence to challenge constructively, influence senior stakeholders and coordinate activity across different teams.

Why join us?

• Shape our future workforce. Play a central role in ensuring Lloyds Wealth has the people, skills and capacity needed to support its future ambitions.

• Make an organisation-wide impact. Provide insight that directly informs strategic decisions around resourcing, productivity and client service.

• Turn data into action. Use workforce analytics and forecasting to identify challenges, highlight opportunities and develop practical solutions.

• Work with senior stakeholders. Partner with leaders across the Client Office, People, Finance and other areas of Lloyds Wealth.

• Drive continuous improvement. Help develop workforce planning tools, reporting and processes that improve decision-making and operational effectiveness.

• Put clients first. Support a culture focused on delivering excellent service, positive experiences and good client outcomes.

What you’ll bring

• 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.

We understand not everyone will meet 100% of the requirements, however we encourage you to apply if you think your skills are a good fit for this role.

This job vacancy may close earlier than the advertised date if a suitable candidate is found. We encourage interested applicants to submit their applications as soon as possible.

Some fantastic benefits our colleagues enjoy:

• Generous Holiday Entitlement: 30 days of annual leave plus bank holidays, with the option to buy or sell 5 days.

• Health & Wellbeing: Company-paid Private Medical Insurance, Life Insurance, and Health Screening.

• Company Pension Contribution: A matched pension contribution of up to 15% of your base pay.

• Cash Allowance: Flexible allowance to spend on additional benefits personal to you, including: dental cover, paid sabbatical leave, gym membership, menopause support.

• Bonus Opportunity: Dependent on individual/company performance (eligible after 3 months’ service)

• Financial Advice : Access to free financial advice to help secure your financial future.

To find out more, please visit the Rewards and Benefits section of our Careers website.

We support flexible working:

We know how important it is to be able to achieve a balance. We want to support your lifestyle as well as meeting our business needs, so will always aim to be flexible. As well as traditional working patterns, we have colleagues who work informal flexible hours, reduced working hours, and have job-sharing arrangements. Many colleagues work from home, or in a hybrid way.

Ready to restart your career?

We warmly welcome applications from those returning to work after a period of leave, providing appropriate support and training where required.

You belong here:

We embrace individuality and diversity of identity, experience, and thought. We actively strive for inclusive behaviours and actions, making appropriate adjustments for disabilities, health conditions and neurodiversities. We ensure equal opportunities for all and transparently report on gender pay to promote fairness.

We operate under the Senior Managers and Certification Regime as a solo-regulated firm and if this role is classed as a Certified Role under that regime you will be subject to enhanced vetting and will have a number of additional conduct and regulatory duties to adhere to, as well as certifying at least annually that you are fit and proper to perform this role.