Leeds, England, United Kingdom · Hybrid
$56k–$62k/yr
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 A brilliant opportunity to shape how Llo…
Skills: Workforce planning, Capacity planning, Resource management, Data analytics, Forecasting
Newcastle upon Tyne, England, United Kingdom · Hybrid
$65k–$80k/yr
Your role is to help clients establish their future goals and long-term aspirations and create a financial plan to achieve them. You will play a vital role in helping clients make informed financial decisions through pro…
Skills: Financial planning, Cash flow modelling, Technical analysis, Client relationship management, Business development
Manchester, England, United Kingdom · Hybrid
$65k–$80k/yr
Your role is to help clients establish their future goals and long-term aspirations and create a financial plan to achieve them. You will play a vital role in helping clients make informed financial decisions through pro…
Skills: Financial planning, Holistic financial advice, Cash flow modelling, Client relationship management, Business development
Leeds, England, United Kingdom · Hybrid
$52k–$62k/yr
Job Type Fixed Term (Fixed Term) Closing Date 05/07/2026 Lloyds Wealth aims to improve the way financial advice is offered by making it more affordable, accessible and impactful for more people As a Data Quality Assuranc…
Skills: SQL, Data Testing, Data Validation, ETL/ELT Processes, Data Mapping
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The Workforce Planning Manager is responsible for forecasting and managing resource allocation to ensure the organization meets its business objectives. They will lead the development of workforce plans and leverage data analytics to drive productivity and operational efficiency across the company.
Candidates should have proven experience in workforce or capacity planning and strong analytical skills to interpret complex datasets. Excellent communication and stakeholder management abilities are required to influence senior leadership and drive strategic initiatives.
Lloyds Wealth aims to improve the way financial advice is offered by making it more affordable, accessible and impactful for more people
A brilliant opportunity to shape how Lloyds Wealth plans, develops and deploys its workforce, using data-driven insight to ensure we have the right people, skills and capacity to deliver outstanding client outcomes.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.
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.
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.
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 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.
We warmly welcome applications from those returning to work after a period of leave, providing appropriate support and training where required.
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.
Lloyds Wealth is a fully owned subsidiary of Lloyds Banking Group, bringing together a long‑established banking heritage with specialist wealth planning expertise. Our nationwide team of over 300 advisers provides personalised advice, supported by digital tools that help clients understand their finances, track progress and make informed decisions over time. Our purpose is simple: to help people build clear, practical financial plans that support their goals and give them confidence about the future. We work with clients at all stages of life - whether you’re beginning to save, reviewing existing investments, thinking about financial protection, planning for retirement, or considering how best to pass on your wealth. Every plan we create is tailored to the individual. We take the time to understand what matters most to our clients, explain options in clear, straightforward language, and recommend solutions designed to support your long‑term financial wellbeing. Our clients are at the heart of everything we do.
Offices: 25 Gresham Street, London, GB
View all jobs at Lloyds WealthLloyds Wealth is a fully owned subsidiary of Lloyds Banking Group, bringing together a long‑established banking heritage with specialist wealth planning expertise. Our nationwide team of over 300 advisers provides personalised advice, supported by digital tools that help clients understand their finances, track progress and make informed decisions over time. Our purpose is simple: to help people build clear, practical financial plans that support their goals and give them confidence about the future. We work with clients at all stages of life - whether you’re beginning to save, reviewing existing investments, thinking about financial protection, planning for retirement, or considering how best to pass on your wealth. Every plan we create is tailored to the individual. We take the time to understand what matters most to our clients, explain options in clear, straightforward language, and recommend solutions designed to support your long‑term financial wellbeing. Our clients are at the heart of everything we do.
Offices: 25 Gresham Street, London, GB
View all jobs at Lloyds Wealth