Operational Planning & Performance Manager

Alexander Lloyd are looking for a strategic and analytically driven leader to design and deliver high-quality management information, forecasting, and performance insight. This role plays a critical part in supporting operational delivery and long-term planning, ensuring services are resourced effectively and aligned to a strong member-first vision.

You will develop and embed a robust framework for capacity planning, performance insight, and trend analysis across Member Services, enabling evidence-based decision-making and continuous improvement.

Key Accountabilities

Reporting & Forecasting

• Design and deliver operational reporting and forecasting that provides clear performance insight and informs future planning.
• Establish and maintain a baseline set of planning assumptions, regularly reviewed to support effective capacity management.
• Continuously refine reporting and forecasting frameworks to reflect evolving operational and strategic needs.

Insight & Challenge

• Provide actionable insight and constructive challenge to senior management, embedding a culture of evidence-based decision-making.
• Support change prioritisation through impact analysis and performance forecasting.
• Contribute to client and stakeholder reporting with clear, data-driven insights.

Innovation & Problem Solving

• Develop innovative and pragmatic solutions to management information challenges, including working effectively in data-constrained environments.
• Demonstrate curiosity and rigour in understanding data sources, partnering closely with Member Services teams to improve data integrity and reliability.
• Design and deliver productivity impact assessments to support change initiatives, including business case development and benefit realisation.

Governance & Collaboration

• Establish and lead governance routines and planning forums to ensure insights are reviewed, understood, and embedded in operational decision-making.
• Collaborate with Member Services leadership and MI teams to align forecasting, planning, and resourcing with business priorities.
• Influence recruitment and resourcing decisions to balance capacity and demand, taking account of strategic, industry, and legislative change.

Platform Coverage

• Ensure reporting and forecasting reflect end-to-end operational realities across the full pension administration platform.

Experience Required

• Proven experience designing and delivering operational reporting and forecasting within a complex service environment
• Track record of leading performance insight functions and translating data into strategic and operational decisions
• Experience applying operating models to improve service delivery and resource planning
• Experience supporting change initiatives through impact analysis, productivity modelling, and benefit realisation

Please quote 52058 when calling Aaron at Alexander Lloyd. This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc.

Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role.