Lloyds Wealth
Workforce Planning Manager
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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.
About the Role
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.
Key Responsibilities
- Lead the development of workforce plans across Lloyds Wealth, ensuring the right number of advisers and client services colleagues with the right skills to meet changing client and business needs.
- Analyse workforce trends, forecast future staffing requirements, and turn complex data into clear, actionable insight.
- Work closely with the Client Office Leadership Team, the People function, Finance, and other key stakeholders to align workforce strategy with the wider direction of the business.
- Help identify gaps between current capability and future demand, then develop practical plans to address them.
- Lead the ongoing development of workforce planning tools, reporting, and performance measures, ensuring systems and forecasting approaches remain effective, relevant, and fit for the future.
- Use workforce analytics and forecasting to identify challenges, highlight opportunities, and develop practical solutions.
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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.
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.
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Benefits
- 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.
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.
Regulatory Requirements
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.
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