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For Companies At a Glance
- Tasks: Analyze financial data to support home ownership initiatives and member savings.
- Company: Join a legacy company dedicated to helping members achieve their dreams since 1845.
- Benefits: Enjoy competitive pay, flexible work options, and a supportive team culture.
- Why this job: Make a real impact on people's lives while growing your finance skills in a meaningful way.
- Qualifications: Seeking motivated individuals with a passion for finance and a desire to help others.
- Other info: Be part of a purpose-driven team focused on generational change in home ownership.
The predicted salary is between 28800 - 42000 £ per year.
How you’ll help us live our purpose
We’ve been helping our members save for their future and buy a home of their own since 1845. By joining us, you’ll play a big role in helping us to put home ownership within reach of more people, generation after generation.
It’s a purpose that drives everything we do and one we’re proud of. And you can play your part too – join our Finance division as a Financial Planning Analyst.
How you’ll make a difference You will be responsible for the production of regular financial forecasts using the Society’s financial modelling system and for the analysis of monthly financial results to drive insight into the Society’s performance against forecast.
This will involve:
- Production of monthly and annual forecast balance sheet, income statement and cash flows using the Society’s financial modelling system, QRM.
- Operation and maintenance of robust financial controls around the forecasting process to minimise the risk of errors.
- Critical review of QRM inputs and outputs to provide assurance to stakeholders over the accuracy of the Plan / forecast.
- Analysis of forecast outputs to provide explanations for changes from previous forecasts.
- Analysis of monthly financial results to understand and explain variances to Corporate Plan / forecasts and monthly movements in financial results. Support the Financial Planning Accountant with the production of monthly reports for BSOG and the SLT.
What you’ll bring to the role:
- Ideally a part qualified accountant (ACA, ACCA, CIMA) or qualified with relevant experience in an accounting or FP&A role
- Highly numerate with good analytical and Microsoft Excel skills. Experience of handling, manipulating and interpreting data
- Able to work to tight deadlines
- Able to build strong relationships with stakeholders
- Strong communication skills
And in return, you’ll get the best from us:
- An annual colleague bonus of up to 12%
- Hybrid working with 60% of your time at home
- Matched pension contributions of up to 10%
- 26 days holiday, plus bank holidays and holiday purchase scheme of up to 5 days each year
- Colleague Mortgage and Saver products
- Electric vehicle scheme/ Cycle to Work scheme
- 2 days’ volunteering per year
We’ll give you a place to belong with the support to learn, develop and shape a meaningful career.
Why choose Leeds Building Society?
Our business is centred around our people. Our colleagues are at the heart of everything we do and we’re extremely proud of our Inclusive Employers Gold accreditation in 2023. We’re committed to equal opportunities regardless of race, colour, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity.
You’ll be joining a truly purpose-focused culture which helped us win the Leading with Purpose award at the 2023 Business Culture Awards. This recognises the progress we’re making to embed our purpose with our colleagues, and the actions we’ve taken to put home ownership within reach of more people, generation after generation.
Why wait? Apply now
We’d love to hear from you. But don’t wait around – we may close the advert early and we’d hate for you to miss out.
Leeds Building Society is devoted to creating a culture and workplace that is representative of the communities we serve. If you’d like to work with us but are unsure if you meet the full criteria for a role, please contact the recruiter as we’d like to find out more about the skills and experience that you could bring to the Society. We’re committed to supporting you to be at your best and if you’d like to discuss any reasonable adjustments, please reach out to us on #J-18808-Ljbffr
Financial Planning Analyst employer: Leeds Building Society
Contact Detail:
Leeds Building Society Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Analyst
✨Tip Number 1
Familiarize yourself with the financial services industry, especially in relation to home ownership. Understanding current trends and challenges can help you demonstrate your knowledge during discussions.
✨Tip Number 2
Network with professionals in the finance sector, particularly those focused on financial planning and home ownership. Engaging with them can provide insights and potentially lead to referrals.
✨Tip Number 3
Prepare to discuss how your skills can directly contribute to our mission of making home ownership accessible. Think of specific examples from your past experiences that align with this goal.
✨Tip Number 4
Stay updated on relevant financial regulations and policies that impact home ownership. This knowledge will not only impress us but also show your commitment to the role.
We think you need these skills to ace Financial Planning Analyst
Some tips for your application 🫡
Understand the Purpose: Take some time to understand the company's mission of helping members save for their future and achieve home ownership. Reflect this understanding in your application to show that you align with their values.
Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience in financial planning or analysis. Use specific examples that demonstrate your skills and how they can contribute to the company's goals.
Tailor Your Application: Customize your application materials to reflect the job description. Use keywords from the job posting to ensure your application stands out and shows that you are a perfect fit for the role.
Proofread Your Documents: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial for a Financial Planning Analyst.
How to prepare for a job interview at Leeds Building Society
✨Understand the Company’s Purpose
Make sure you familiarize yourself with the company's mission of helping members save for their future and achieve home ownership. Be prepared to discuss how your values align with this purpose during the interview.
✨Showcase Your Financial Acumen
As a Financial Planning Analyst, you'll need to demonstrate your expertise in financial analysis and planning. Prepare examples from your past experiences where you've successfully analyzed financial data or contributed to financial strategies.
✨Prepare Questions About the Role
Think of insightful questions to ask about the role and the Finance division. This shows your genuine interest in the position and helps you understand how you can contribute to the team’s goals.
✨Highlight Your Teamwork Skills
Collaboration is key in finance roles. Be ready to share examples of how you've worked effectively in teams, especially in situations that required cross-departmental cooperation to achieve financial objectives.
