Senior Planning & Insight Lead
| Posting date: | 30 January 2026 |
|---|---|
| Salary: | £60,000 per year |
| Additional salary information: | Competitive |
| Hours: | Full time |
| Closing date: | 28 February 2026 |
| Location: | Skipton, BD23 1DN |
| Company: | Skipton Building Society |
| Job type: | Permanent |
| Job reference: | jr3554 |
Summary
Hours:
35 hours per week, Monday to Friday, this role requires a minimum of 3 days per week to be worked from our Head Office in SkiptonSalary:
£54,900 Per AnnumClosing Date:
Fri, 13 Feb 2026The salary for this role is up to £60,000 per annum dependent on skills and experience.
Are you a strategic thinker with a passion for turning data into actionable insight? Do you thrive on influencing business decision and driving performance through evidence-based planning?
We’re looking for a dynamic and experienced Senior Planning and Insight Lead to join our team and play a pivotal role in shaping how we plan, measure and grow. As a business, we’re on an exciting journey to strengthen how resource planning is embedded across the Society, making it an even more integral part of how we shape decisions that support both the organisation and our members – particularly within our Homes Business.
This role is all about leading through influence, bringing teams with you, and building confidence in new ways of working. You’ll connect with stakeholders across the organisation, and shape how we use data-driven insights to make informed, strategic decisions.
This is your opportunity to embed best practice, integrate effective planning models, and helpthe business unlock it’s full potential.
Who Are We?
Not just another building society. Not just another job.
We're the fourth biggest building society in the UK and what makes us a bit different is that we're a mutual organisation. We don't have shareholders; we're owned by our members.
Our colleagues say Skipton's a great place to work, and you could be one of them, bringing with you new ideas on how we can keep customers at the heart of what we do.
Whatever your background, and whatever your goals, we'll help you take the next step towards a better future.
You’ll be joining our Resource Planning Team, an established group of 12 talented specialists including strategic forecasters, short‑term forecasters, schedulers and real‑time analysts. As part of this collaborative and high‑impact team, you’ll work closely with senior leaders and operational managers to deliver robust resource solutions, underpinned by data‑led insights that shape key decisions and drive continuous improvement.
Together, we optimise performance across our Money and Homes businesses, supporting both customer‑facing telephony operations and essential back‑office functions such as Complaints, Mortgages and Financial Advice. This is a unique opportunity to influence outcomes across a diverse and critical set of services.
What’s In It For You?
Skipton values work/life balance and we are proud to support hybrid and flexible working, where possible. We have a newly refurbished head office which offers a vibrant and collaborative working space.
We have a range of other benefits available to you including;
Annual discretionary bonus scheme
25 days standard annual leave + bank holidays + rising 1 day per year of service to a maximum of 30 days
Holiday trading scheme allowing the ability to buy and sell additional annual leave days
Matching employer pension contribution (up to 10% per annum)
Colleague mortgage (conditions apply)
Salary sacrifice scheme for hybrid & electric car
A commitment to training and development
Private medical insurance for all our colleagues
3 paid volunteering days per annum
Diverse and inclusive colleague networks available for you to join including our Carers and Pride Alliance groups
We care about your health and wellbeing – we provide a range of benefits that support this including cycle to work initiative and discounted gym membership
What Will You Be Doing?
You’ll be responsible for developing and delivering long and short term capacity plans, while owning key data, governance and insight processes that ensure accuracy, mitigate risks and enable smarter choices.
By transforming insight into meaningful action, optimising our approach and fostering a culture of collaborative that keeps our members at the centre of everything that we do. This is a hands‑on, high‑impact role where you’ll influence how our teams work every single day.
Leading forecasting, scheduling and absence planning for both telephony and back‑office teams
Building and maintaining effective schedules and tactical plans
Getting the best out of our systems, tools and processes to support great operational outcomes
Using Workforce Optimisation technology to drive service levels across calls and digital messaging
Creating practical, insightful models that strengthen back‑office performance
Using data to spot opportunities, drive change and improve everything from service levels to sales effectiveness
Maximising resource efficiency and supporting cost‑effective performance
Keeping ahead of industry trends and technology to evolve how we plan
What Do We Need From You?
Knowledge and experience
Strong understanding of customer contact environments, work types, demand drivers and planning methodologies
Previous experience in contact centre technology and planning cycle e.g. ACD systems, routing, multi skilling, Workforce management systems e.g. NICE IEX or similar
Previous experience of change methodologies including agile and lean techniques
Skills
High level of data literacy, with the ability to interpret multiple data sources and create insight that drives confident, data‑led decisions
Advanced Power BI skills, with the ability to build meaningful visualisations and reporting
Ability to collate information and produce robust business cases, presenting clearly and concisely to support the future vision of the planning team
Ability to think strategically, creatively and foster a culture of innovation
Clear problem solving skills, addressing complex strategic problems, leading and driving progress and delivery
Building and maintaining effective relationships with key stakeholders, up to Senior Management level, across different areas of the business by utilising influencing and collaboration skills
Proud member of the Disability Confident employer scheme