Planning & Reporting Manager

Management Level

F

EQ Retirement Solutions is transforming the retirement and pensions markets with leading administration and technology solutions. With over 1200 employees globally, 189 years of knowledge and 11 million pension scheme members and policyholders, we are here to help people plan for a confident financial future by delivering innovative, reliable and customer-focused retirement services. Our teams are driven by a shared commitment to excellence, collaboration and making a real impact to the lives of our clients and customers.

 

Role Summary

EQ Retirement Solutions is seeking a Planning & Reporting Manager within the Planning, Reporting & Operational Excellence team.

The role is responsible for leading UK and India based planning and reporting teams, delivering operational reporting, workforce planning, forecasting and resource optimisation capabilities across Retirement Solutions. The role will establish and continuously develop a centralised planning function, providing insight and analysis to support operational performance, strategic decision making and future growth.

 

Core Duties/Responsibilities

The successful candidate will be responsible for the following

• Leading and developing Planning and Reporting teams across the UK and India (10-15 colleagues).
• Establishing and embedding a centralised Planning capability across Retirement Solutions.
• Delivering workforce planning, capacity modelling, forecasting and resource optimisation solutions.
• Managing operational, management and client reporting services.
• Developing and maintaining planning and reporting roadmaps, priorities and delivery schedules.
• Driving the adoption of automated reporting and visualisation solutions using Microsoft Fabric and Power BI.
• Working with the Chief Technology Office to maximise the use of enterprise data and reporting platforms.
• Producing insights and recommendations to improve operational performance, productivity and governance.
• Monitoring utilisation, workload demand, capacity constraints and operational performance indicators.
• Identifying and managing resource risks and workforce challenges to support effective business planning.
• Building strong relationships with senior stakeholders across Retirement Solutions.
• Ensuring all reporting and data management activities comply with GDPR and information security requirements.
• Supporting continuous improvement initiatives across reporting, planning and operational excellence activities.

 

The duties and responsibilities outlined above are to be regarded as broad areas of responsibility and do not necessarily detail all tasks which the post holder may be required to perform.

 

Skills, Capabilities and Attributes

The ideal candidate will have the below skills, capabilities and attributes

Essential

• Proven experience within a regulated pensions, financial services or administration environment.
• Experience leading planning, reporting, workforce management or operational insight teams.
• Strong people leadership experience across multi-location teams.
• Advanced Power BI capability.
• Experience of Microsoft Fabric, SQL and data reporting technologies.
• Experience developing forecasting, capacity planning and resource optimisation models.
• Strong stakeholder management and influencing skills.
• Ability to translate complex data into meaningful business insights.
• Strong analytical and problem-solving capability.
• Experience delivering business change and process improvement initiatives.
• Excellent communication and presentation skills.
• Understanding of GDPR and data governance requirements.

Desirable

• Professional qualification in Data Analytics, Data Engineering or related discipline.
• Experience establishing new functions or operating models.
• Experience working in offshore or global team structures.
• Experience using Jira or similar work management tools.

 

What We Offer

• Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10%
• Health and Wellbeing – Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhance cover.
• Employee discounts – Discounts and cashback at your favourite high street stores through our EQ Wins Platform.
• Flexible Benefits – The ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more.
• Time Off – Typically 29 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing.
• Winning together – Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed.
• Learning & Development – Investment in LinkedIn Learning for all colleagues. 

Equal Opportunity Statement

We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.

Please note any offer of employment is subject to satisfactory pre-employment screening checks.