Financial Planning Analyst

Chetwood Bank; Wrexham; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A financial institution in Wrexham is seeking a highly motivated Financial Planning Analyst to join its FP&A team. The role offers the opportunity to develop analytical skills within a fast-paced environment, focusing on delivering accurate financial forecasts and insights. Key responsibilities include preparing financial reports, variance analyses, and collaborating across departments. Benefits include a competitive salary, hybrid working arrangements, and generous leave including your birthday off.

Benefits

Competitive salary

25 days holiday plus birthday off

Pension contribution

Life Assurance

Private medical, dental, and optical insurance

Free breakfast available

Qualifications

• Bachelor's degree in a relevant field.
• Interest in financial planning software like Anaplan.
• Strong attention to detail and accuracy.

Responsibilities

• Prepare financial forecasts and performance reports.
• Conduct variance analyses comparing actual results against forecasts.
• Assist in process improvements for better planning efficiency.

Skills

Numerical skills

Analytical skills

Excel skills

Interpersonal skills

Education

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

Tools

Anaplan

Job description

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