We know that sometimes people can be put off applying for a job if they don't tick every box. If you're excited about working for us and have most of the skills or experience we're looking for, please go ahead and apply. We’d love to hear from you!
About the role
The Workforce Planning Manager leads a team of Scheduling and Real Time Analysts supporting the end-to-end scheduling and intraday performance activity for a c.300 FTE multi-channel Helpdesk.The role optimizes workforce utilization, service levels and operational efficiency through effective scheduling, real-time management and digital-first initiatives that reduce contact demand, supporting consistent client outcomes in a regulated financial services environment.
What you’ll be doing
- Lead end-to-end scheduling and workforce planning for Core Helpdesk, ensuring shift patterns, capacity and shrinkage planning are aligned to forecast demand, service requirements, regulatory expectations and colleague fairness.
- Lead the RTA/RTM team to proactively manage intraday performance across voice and email channels, maintaining queue health and service levels through dynamic resource allocation, informed routing, overtime/under-time decisions and effective off-phone activity management.
- Partner with Operations Managers to improve adherence, schedule compliance, productivity and utilization, using intraday and post-day reviews to identify root causes, strengthen planning-to-live execution and reduce reactive firefighting.
- Define and embed governance frameworks, standards and controls across Scheduling and RTM, covering adherence, occupancy, productivity, interval-level service performance, schedule efficiency and compliance.
- Create standardized dashboards, reporting packs and KPIs that improve operational visibility, accountability and workforce management maturity, while ensuring alignment with FCA/PRA expectations and internal risk, audit and compliance requirements.
- Partner with Platform Services, Digital, Transformation and Client teams to use contact-driver, queue and repeat-volume insights to identify automation and improvement process opportunities.
- Implement digital-first and self-service solutions, such as chatbots, IVR deflection and knowledge bases, to reduce avoidable demand and improve client journey efficiency and satisfaction.
- Act as the key WFM interface for senior operations leadership, providing insight into workforce performance, risks and opportunities, influencing data-led decisions and collaborating cross-functionally to improve operational outcomes.
- Lead, coach and develop a high-performing Scheduling and RTM team, building advanced WFM, analytics and decision-making capability while embedding accountability, continuous improvement, operational excellence, engagement and retention.
About you
Essential:
- Extensive experience in Workforce Management (Scheduling, RTA/RTM) within a contact centre environment (300+ FTE preferred)
- Strong understanding of multi-channel operations (voice & email essential; chat/digital
- advantageous)
- Proven leadership experience managing WFM or RTA teams
- Deep knowledge of workforce planning tools (e.g., NICE, Verint, Calabrio)
- Strong analytical and problem-solving skills with the ability to interpret operational data
- Experience working in a regulated environment (financial services preferred)
- Ability to influence senior stakeholders and drive operational change
Desirable:
- Experience driving digital-first or automation initiatives within Helpdesk operations
- Knowledge of forecasting and capacity planning methodologies
- Six Sigma / Lean or continuous improvement qualifications
- Experience with advanced analytics or WFM optimisation tools
Interview process
The interview process for this role will be a 1 stage interview consisting of competency and technical questions and a presentation.
Working Schedule
The Workforce Planning Manager role is a permanent, full time, 37.5 hours per week, Monday to Friday. Our office is based in Bristol, BS2 0TR. Hybrid working is available where only 3 days a week is required in the office.
Why us?
Here at HL, we’re the UK’s number 1 investment platform for private investors, based in Bristol. For more than 40 years we’ve helped investors save time, tax and money on their investments.
To achieve our mission, we believe we have a workplace like no other, with constant learning, dynamic teams, and a great ethos. We're steered by core values that promote service, quality, innovation, and opportunity in everything we do.
What's on offer?
- Discretionary annual bonus* and annual pay review
- 25 days* holiday plus bank holidays and 1-day additional Christmas closure
- Option to purchase an additional 5 days holiday**
- Flexible working options available, including hybrid working
- Enhanced parental leave
- Pension scheme up to 11% employer contribution
- Income Protection and Life insurance (4 x salary core level of cover)
- Private medical insurance*
- Health care cash plans - including optical, dental, and outpatient care
- Health screening programme
- Help@hand - confidential support including mental health counselling and remote GP
- Wellhub - unlimited access to fitness providers and wellness coach sessions
- Variety of travel to work schemes with bike storage and shower facilities
- Inhouse barista and deli serving subsidised coffee and sandwiches
- Two paid volunteering days per year
* dependant on role level
** only available to select during our annual benefits window, in November each year
Hargreaves Lansdown is an inclusive employer that values diversity in its workforce. We encourage applications from all individuals without regard to race, religion, gender, sexual orientation, national origin, disability or age.
This role may also be available on a flexible working or part time basis – please ask the Recruitment & Onboarding team for more information.
Please note, we are unable to provide employment sponsorship to candidates.
Skills Required
- Extensive workforce management experience covering scheduling and real-time management within a contact centre environment
- Experience supporting a contact centre of approximately 300 or more FTE
- Strong understanding of multi-channel operations, including voice and email
- Experience with chat or digital channels
- Proven leadership experience managing workforce management or real-time management teams
- Deep knowledge of workforce planning tools such as NICE, Verint, or Calabrio
- Strong analytical and problem-solving skills, including interpretation of operational data
- Experience working in a regulated environment
- Financial services experience
- Ability to influence senior stakeholders and drive operational change
- Experience driving digital-first or automation initiatives within helpdesk operations
- Knowledge of forecasting and capacity planning methodologies
- Six Sigma, Lean, or continuous improvement qualifications
- Experience with advanced analytics or workforce management optimization tools
What We Do
We’re the UK’s number 1 investment platform for private investors, based in Bristol, where we now employ over 1,700 people. For more than 40 years we’ve helped investors save time, tax and money on their investments. Today we're trusted by over 1.7 million clients. Our service allows clients to bring all their ISAs, pensions, SIPPS, and savings into one easy to manage place, allowing them to be in control.
