Financial Planning Analyst - Mortgage & Banking Forecasts

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

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.