Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Create forecasts and optimise resource plans for customer-facing teams.
- Company: Leeds Building Society, a forward-thinking and inclusive employer.
- Benefits: Competitive salary, hybrid working, bonus, and generous holiday allowance.
- Other info: Flexible working patterns and opportunities for volunteering.
- Why this job: Make a real impact by shaping workforce strategies in a dynamic environment.
- Qualifications: Experience in resource planning and strong analytical skills required.
The predicted salary is between 38500 - 41000 £ per year.
Location: Leeds, hybrid working model with flexible working patterns considered. The role can also be based at Newcastle-upon-Tyne, Cobalt Business Park.
Salary: £38,500 to £41,000 (dependent on experience).
Closing date: 4 May 2026.
About the role
As a Planning Optimisation Analyst, you will create and maintain workload volume forecasts and model colleague resource requirements across customer-facing teams. Your role includes analysing volumes such as new mortgage and savings account openings, translating insights into practical, actionable workforce resource plans, and collaborating closely with key stakeholders to inform hiring strategies and workforce decisions.
What you'll need
- Experience working in a resource planning function in a front‑office or back‑office environment.
- Exposure to workforce management solutions, preferably Calabrio.
- Proven analytical skills and intermediate Excel proficiency.
- Confident communicator with experience presenting to senior stakeholders.
- Ability to work independently and adapt quickly to shifting priorities.
What you'll receive
- An annual colleague bonus of up to 12 %.
- Hybrid working with up to 60 % of time at home.
- Matched pension contributions of up to 10 %.
- 26 days holiday, plus bank holidays and an opportunity to purchase up to 5 additional days per year.
- Colleague mortgage and saver products.
- Electric vehicle scheme.
- 2 days of volunteering per year.
Equal opportunities
Leeds Building Society is an Inclusive Employer and is committed to equal opportunities regardless of race, colour, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity.
Planning Optimisation Analyst employer: The Forum
Contact Detail:
The Forum Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Planning Optimisation Analyst
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Leeds Building Society on LinkedIn. A friendly chat can give us insider info and might even lead to a referral.
✨Tip Number 2
Prepare for the interview by practising common questions related to resource planning and workforce management. We should also be ready to showcase our analytical skills with real-life examples.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a thank-you email to express our appreciation and reiterate our enthusiasm for the role. It keeps us fresh in their minds.
✨Tip Number 4
Apply through our website! It’s the best way to ensure our application gets seen. Plus, we can tailor our application to highlight how our skills match the job description perfectly.
We think you need these skills to ace Planning Optimisation Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Planning Optimisation Analyst role. Highlight your experience in resource planning and any relevant analytical skills. We want to see how your background fits with what we're looking for!
Show Off Your Skills: Don’t forget to showcase your intermediate Excel proficiency and any experience with workforce management solutions like Calabrio. We love seeing those skills in action, so give us examples of how you've used them in previous roles.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can contribute to our team. We appreciate a personal touch, so let your personality come through!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it makes the process smoother for both of us!
How to prepare for a job interview at The Forum
✨Know Your Numbers
As a Planning Optimisation Analyst, you'll be dealing with forecasts and resource requirements. Brush up on your analytical skills and be ready to discuss specific examples of how you've used data to inform decisions in previous roles. This will show that you understand the importance of numbers in this position.
✨Familiarise Yourself with Calabrio
Since exposure to workforce management solutions like Calabrio is preferred, take some time to learn about it if you're not already familiar. Mentioning your knowledge or experience with such tools during the interview can set you apart from other candidates.
✨Prepare for Stakeholder Conversations
You'll need to communicate effectively with senior stakeholders. Think of instances where you've successfully presented insights or recommendations. Practising how to articulate these experiences clearly will help you demonstrate your confidence and communication skills.
✨Show Your Adaptability
The job requires the ability to adapt quickly to shifting priorities. Be prepared to share examples of how you've managed changes in workload or strategy in the past. This will highlight your flexibility and readiness to thrive in a dynamic environment.