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For Companies At a Glance
- Tasks: Support financial forecasts and analysis to drive key business decisions.
- Company: Join a dynamic finance team in a fast-paced environment.
- Benefits: Competitive salary, 25 days holiday plus your birthday off, and hybrid working.
- Why this job: Develop your analytical skills while making a real impact in financial planning.
- Qualifications: Degree in Finance, strong Excel skills, and a passion for banking.
- Other info: Opportunity for professional growth and learning in financial services.
The predicted salary is between 28800 - 43200 ÂŁ per year.
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 planningâespecially within mortgagesâwho is eager to develop their analytical capabilities and grow within a dynamic, fastâpaced 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 crossâfunctional teams including Treasury, Risk, Product and Change
- Assist in process improvements to enhance planning efficiency and data quality
- Perform adâhoc analysis to support business initiatives and strategic decisionâmaking
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
Financial Planning Analyst in London employer: Chetwood Bank
Contact Detail:
Chetwood Bank Recruiting Team
StudySmarter Expert Advice đ¤Ť
We think this is how you could land Financial Planning Analyst in London
â¨Tip Number 1
Network like a pro! Reach out to people in the finance industry, especially those working in FP&A or mortgages. A friendly chat can lead to insider info about job openings and even referrals.
â¨Tip Number 2
Prepare for interviews by brushing up on your financial modelling skills. Be ready to discuss how you would approach forecasting and analysis. We want to see your analytical chops in action!
â¨Tip Number 3
Showcase your Excel skills! Bring examples of how you've used Excel for financial analysis or reporting. If youâve worked with Anaplan or similar software, make sure to highlight that too!
â¨Tip Number 4
Donât forget to apply through our website! Itâs the best way to ensure your application gets seen. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Financial Planning Analyst in London
Some tips for your application đŤĄ
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Financial Planning Analyst role. Highlight any relevant experience in financial planning, especially within mortgages, and donât forget to showcase your analytical capabilities!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why youâre excited about the role and how your background makes you a great fit. Be sure to mention your interest in learning Anaplan or other financial planning software.
Show Off Your Skills: We love seeing strong numerical and analytical skills! In your application, provide examples of how you've used these skills in past roles. If youâve worked with Excel or performed variance analyses, make sure to include that!
Apply Through Our Website: Donât forget to apply through our website! Itâs the best way for us to receive your application and ensures youâre considered for the role. Plus, it shows youâre keen on joining our team at StudySmarter!
How to prepare for a job interview at Chetwood Bank
â¨Know Your Numbers
As a Financial Planning Analyst, you'll be dealing with numbers all day. Brush up on your financial concepts and be ready to discuss key metrics relevant to the role, especially in mortgages. Familiarise yourself with common financial forecasting techniques and be prepared to explain how you would apply them.
â¨Master Anaplan Basics
If youâre not already familiar with Anaplan, take some time to learn the basics. Even if you donât have extensive experience, showing that youâve taken the initiative to understand the software will impress your interviewers. Theyâll appreciate your eagerness to learn and adapt to their tools.
â¨Prepare for Scenario Questions
Expect to face scenario-based questions during your interview. Think about how you would approach various financial situations, such as preparing variance analyses or conducting sensitivity analysis. Practising these scenarios can help you articulate your thought process clearly.
â¨Show Your Collaborative Spirit
This role involves working with cross-functional teams, so be ready to discuss your teamwork experiences. Share examples of how you've collaborated with others in past roles, particularly in finance or analytical settings. Highlighting your interpersonal skills will demonstrate that you can thrive in a dynamic environment.
