Financial Planning Analyst

Chetwood Bank; United Kingdom; On-site; GBP 35,000 - 50,000; Full time

Job summary

A digital banking institution in the UK is seeking a Financial Planning Analyst. In this role, you will support the preparation of financial forecasts and reports, assisting with financial planning models and conducting analysis. Ideal candidates have a relevant degree and experience in financial services, particularly in banking or mortgage markets. This position offers professional growth opportunities and additional perks like 25 days holiday and private medical insurance.

Benefits

25 days holiday plus your birthday off

Pension contribution with Royal London

Life Assurance

Private medical, dental and optical insurance

Free breakfast available

Qualifications

• Degree in Finance, Accounting, Economics, Mathematics, Risk or Business required.
• Strong numerical, analytical skills with high attention to detail.
• Interest in learning Anaplan or other financial planning software.

Responsibilities

• Support the preparation of financial forecasts and performance reports.
• Assist with financial planning models and scenario analysis using Anaplan.
• Analyze asset portfolio performance to provide actionable insights.
• Prepare variance analyses comparing actual results against forecasts.

Skills

Numerical and analytical skills

Attention to detail

Interest in financial planning software (Anaplan)

Proactive learning

Experience in financial services

Education

Relevant degree in Finance, Accounting, Economics, Mathematics, Risk or Business

Professional accountancy qualification (CIMA, ACA, ACCA)

Tools

Anaplan

Job description

We’re a UK-based digital bank dedicated to getting the basics right and offering straightforward savings and mortgages

As a Financial Planning Analyst you will join our Financial Planning and Analysis Team to deliver accurate financial forecasts, analysis and reports that inform critical business decisions. This role is ideal for someone with emerging experience in financial planning, especially within mortgage. You will be eager to develop your 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

• 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.
• Proactive and keen to learn about specialist banking and Commercial Finance.
• Experience working in financial services, particularly in banking, lending, or mortgage markets.
• Professional accountancy qualification (CIMA, ACA, ACCA), or desire to study towards a qualification.
• 25 days holiday PLUS your BIRTHDAY off
• Pension contribution with Royal London
• Life Assurance
• Private medical, dental and optical health insurance with Axa
• Free breakfast available

Data Protection

We anticipate that we will retain your data as part of the recruitment process for no longer than is necessary for the purpose for which it was collected unless we have sought your consent to keep your data for future suitable job vacancies.

The personal information we have collected from you will be shared with Cifas who will use it to prevent fraud, other unlawful or dishonest conduct, malpractice, and other seriously improper conduct. If any of these are detected you could be refused certain services or employment. Your personal information will also be used to verify your identity. Further details of how your information will be used by us and Cifas, and your data protection rights, can be found by [https://www.cifas.org.uk/fpn].

Recruitment Agency Policy

Chetwood Bank does not accept speculative or unsolicited CVs from Recruitment Agencies. Any unsolicited CVs received will be treated as the property of Chetwood Bank and Terms & Conditions associated with the use of such CVs will be considered null and void.