Advanced Resource & Planning Analyst

You will be responsible for designing, maintaining, and delivering workforce planning and budget models across multiple products, brands and channels that effectively translate business drivers into precise workload and Full-Time Equivalent (FTE) requirements. You will actively monitor actual performance against the plan, identifying key variances and recommending actions to optimize resources and plans, ensuring exceptional customer service is delivered within agreed costs. Your models will incorporate and manage occupancy and shrinkage at agreed levels, supporting our commitment to making Allianz a great place to work.

Location and Salary

This is a hybrid role, with options to work from either our Bournemouth, Leeds, or Birmingham office, with a requirement to be in the office for two days each month.

Pay: Circa £46,000-£48,000. Dependant on skills and experience.

Key Responsibilities

1. 5-Year Budget Model

• Collaborate with Finance, Operations, and other key business areas to build / maintain resource models aligned with strategic business drivers (e.g., OIF, quotes, renewals, claims).

Develop models that:

• Calculate future workloads based on business trends and external intelligence.
• Incorporate shrinkage allowances to maintain a balanced working environment.
• Apply occupancy calculations to prevent employee overwork.
• Provide monthly FTE requirements and high-level recruitment forecasts.
  
  

2. Variance Reporting

• Deliver detailed analysis of performance against planned metrics, highlighting trends and variances.
  
  

Produce reports that:

• Track key business drivers and identify performance-impacting trends.
• Review assumptions on volumes and handle times, providing additional insights where needed (e.g., site-based performance).
• Compare shrinkage levels against plan at overall and team levels.
• Present FTE position versus plan for visibility and decision-making.
  
  

3. 12-Month Plan

• Use signed-off plans and variance trend data to project future performance impacts.

Maintain models that:

• Highlight variances against workload trends and forecast future impacts.
• Use “what-if” scenario modelling to assess metric changes.
• Provide clear views of attrition, headcount, and recruitment needs versus budget.
• Track capacity and identify actions to optimize plans.
• Monitor non-budgeted shrinkages and assess their impact on capacity.
• Closely monitor actual FTE to ensure alignment to Finance plan

Skills & Competencies

• Strong analytical and modelling skills with advanced Excel or similar tools.
• Ability to interpret complex data and present actionable insights.
• Collaborative approach to working with Finance, Operations, and other stakeholders.
• Excellent communication skills for reporting and influencing decisions up to Director/Executive level.
• Knowledge of workforce planning principles and resource optimization.
• Knowledge of Anaplan is preferable.
• Experience with Avaya WFM would be an advantage.

Experience & Qualifications

• Proven experience in workforce planning and financial modelling.
• Strong understanding of operational metrics and capacity planning.
• Experience in variance analysis and forecasting.
• Familiarity with budgeting cycles and recruitment planning.

Key Performance Indicators (KPIs)

• Accuracy of FTE forecasts versus actuals.
• Timeliness and quality of variance reports.
• Effectiveness of 12-month and 5-year planning models in supporting recruitment and budget decisions.
• Stakeholder satisfaction with insights and recommendations

We support the government scheme “Access to Work” please feel free to ask us about the access to work scheme.

What We Will Offer You

Recognised and rewarded for a job well done, we have a range of flexible benefits for you to choose from- so you can pick a package that’s perfect for you. We also offer flexible working options, global career opportunities across the wider Allianz Group, and fantastic career development and training. That’s on top of enjoying all the benefits you’d expect from the world’s number one insurance brand, including:

• Flexible buy/sell holiday options
• Hybrid working
• Annual performance related bonus
• Contributory pension scheme
• Development days
• A discount up to 50% on a range of insurance products including car, home and pet
• Retail discounts
• Volunteering days

Our Ways of Working

Do you need flexibility with the hours you work? Let us know as part of your application and if it’s right for our customers, our business and for you, then we’ll do everything we can to make it happen. Here at Allianz, we are signatories of the ABIs flexible working charter. We believe in supporting hybrid work patterns, which balance the needs of our customers, with your personal circumstances and our business requirements. Our aim with this is to help innovation, creativity, and you to thrive - Your work life balance is important to us.

Diversity & Inclusion

At Allianz, we prioritize diversity and inclusion, demonstrated by our numerous accreditations: EDGE certified for gender inclusion, Women in Finance Charter members, Disability Confident employer, Stonewall Diversity Champion, Business in the Community’s Race at Work Charter signatories, and Armed Forces Covenant gold standard employer.

We embrace neurodiversity and welcome applications from neurodivergent and disabled candidates, offering tailored adjustments to ensure your success.

We encourage our employees to advocate for their needs, whether it’s assistive technology, ergonomic equipment, mentoring, coaching, or flexible work arrangements.

Accessible Application for All

As part of the Disability Confident Scheme, we support candidates with disabilities or long-term health conditions through the Offer an Interview Scheme, for those meeting the essential skills for the role.

Contact our Resourcing team to opt into this scheme or for assistance with your application, including larger text, hard copies, or spoken applications.

Hr-recruitment@allianz.co.uk

For any inquiries or to submit your application, please contact: Georgie Hill

If you are an at-risk candidate facing potential redeployment, please include this information in your CV.

Closing date: 30/01/2026

We reserve the right to close the advert early if we reach enough applications.

Join us - Let’s Care for Tomorrow.