Financial Planning Analyst
Department: Finance
Employment Type: Full Time
Location: Wrexham
Reporting To: Christian Pratt-Jones
Description
We are seeking a highly motivated Financial Planning Analyst to join our Financial Planning & Analysis (FP&A) team. This role is ideal for someone with emerging experience in financial planning—especially within mortgages—who is eager to develop their analytical capabilities and grow within a dynamic, fast-paced environment. You will play a key support role in delivering accurate financial forecasts, analysis, and reports that inform critical business decisions.
Key Responsibilities
* Support the preparation of monthly, quarterly, and annual financial forecasts and performance reports
* Assist with the maintenance, development, and execution of financial planning models, and perform scenario sensitivity analysis using Anaplan
* Analyse asset portfolio performance and other key retail banking metrics to provide actionable insights
* Prepare variance analyses comparing actual results against forecasts and budgets
* Support the development of dashboards, reports, and data visualisations for senior management
* Maintain and update key financial datasets, ensuring data accuracy and integrity
* Collaborate with cross-functional teams including Treasury, Risk, Product and Change
* Assist in process improvements to enhance planning efficiency and data quality.
* Perform ad-hoc analysis to support business initiatives and strategic decision-making
Skills, Knowledge & Expertise
Required Experience:
* A relevant degree discipline such as Finance and Accounting, Economics, Mathematics, Risk or Business
* Experience working with (or strong interest in learning) Anaplan or other financial planning software
* Strong numerical and analytical skills; with high attention to detail and a commitment to accuracy
* Strong Excel skills
* Proactive and keen to learn about specialist banking and Commercial Finance
* Strong interpersonal and communication skills
* Financial services, particularly in banking, lending, or mortgage markets
* Professional accountancy qualification (CIMA, ACA, ACCA), or desire to study towards a qualification
Job Benefits
* Competitive salary
* 25 days holiday PLUS your BIRTHDAY off
* Pension contribution with Royal London
* Life Assurance
* Private medical, dental and optical health insurance with Axa
* Hybrid working – Wrexham
* Free breakfast available