Resource Planner in Bolton

Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. Forvis Mazars in the UK spans 14 offices across the nation and has over 3,400 professionals, with 190 partners. We have a clear purpose and a shared commitment to shape a better future. You will join a collaborative and inclusive team where you are supported to grow your skills, explore new opportunities, and contribute from day one. You will work with a diverse client base, develop meaningful connections, and gain experience that extends beyond your local team. Together, we grow, belong and impact.

About the Role

As a Resource Planner within our National Resourcing Team, you will support the effective deployment of people across the Audit service line. You will manage a defined portfolio, coordinate day-to-day resourcing activity, and work closely with engagement teams and client managers to ensure work is allocated appropriately and in line with business priorities. This role is well suited to individuals with experience in resourcing, scheduling, workforce planning, or operational roles who are looking to develop their skills in a supportive and collaborative environment.

Key Responsibilities

• Resource Coordination & Planning
  • Manage and action resourcing requests using the scheduling system, Retain, ensuring accuracy and timely updates.
  • Take ownership of your inbox, responding to queries and progressing actions from stakeholders.
  • Support planning cycles by coordinating data updates, performing checks, and assisting in resolving scheduling issues.
  • Help identify and resolve portfolio conflicts through clear communication, simple scenario analysis, and 1:1 conversations with stakeholders, seeking support from senior team members where appropriate.
• Stakeholder Engagement
  • Build positive, professional relationships with your stakeholders and engagement teams.
  • Act as a reliable point of contact for queries relating to resource availability, allocations, and scheduling.
  • Provide clear and timely updates to stakeholders, ensuring expectations are managed throughout.
• Problem Solving & Operational Support
  • Support the team in managing competing priorities using a practical, solutions-focused approach.
  • Work through resourcing challenges with guidance where needed, demonstrating good judgement and attention to detail.
  • Maintain a calm and organised approach during busy periods or when priorities shift.
• Onboarding Support
  • Assist with onboarding new joiners across onshore and offshore teams.
  • Help ensure new starters are allocated People Managers, Buddies, and suitable early-stage work to support a smooth transition into the business.
• Data, Reporting & Insight
  • Maintain accurate, up-to-date information in Retain through regular checks and updates.
  • Produce weekly MI reports and highlight any emerging trends, issues, or capacity concerns to the Resource Manager.
  • Escalate risks or utilisation concerns in a timely and clear manner.
• Continuous Improvement
  • Identify small process improvements that support consistency and efficiency across the resourcing team.
  • Contribute to team initiatives aimed at strengthening operational processes and ways of working.

About You

• Excellent attention to detail and accuracy
• Clear, confident communication and strong relationship-building skills
• Strong organisational ability and effective workload management
• Collaborative mindset with a willingness to learn
• Experience in resourcing, workforce planning, scheduling or similar operational environments
• Confidence using data and sound judgement to support decisions
• Ability to prioritise and adapt in a fast-paced environment
• Proactive, solutions-focused approach with a drive for continuous improvement

Diversity, Equity, and Inclusion

At Forvis Mazars inclusion and diversity are central to our values. We recognise that being an inclusive and diverse organisation makes us stronger as a business. We seek to attract and recruit people who reflect the diverse nature of our clients and communities, regardless of sexual orientation, gender identity, ethnicity, nationality, faith or belief, social background, age, and disability. Forvis Mazars selects candidates based on skills, knowledge, qualifications and experience. We welcome applicants who will contribute to our diverse, equitable, and inclusive culture. We know that a variety of perspectives creates stronger outcomes for our clients and our people. All candidates are selected based on skills, knowledge and experience.