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For Companies At a Glance
- Tasks: Support financial forecasts and analysis to drive key business decisions.
- Company: Join Chetwood, a dynamic financial services company in Wrexham.
- Benefits: Enjoy competitive salary, 25 days holiday plus your birthday off, and hybrid working.
- Why this job: Develop your analytical skills in a fast-paced environment with real impact.
- Qualifications: Relevant degree and strong numerical skills; interest in financial planning software.
- Other info: Collaborative culture with opportunities for professional growth and learning.
The predicted salary is between 28800 - 43200 £ 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 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 and 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
- 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
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 Wrexham employer: Chetwood Bank
Contact Detail:
Chetwood Bank Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Analyst in Wrexham
✨Tip Number 1
Network like a pro! Reach out to people in the financial planning field, especially those who work with Anaplan or in retail banking. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for interviews by brushing up on your analytical skills. Be ready to discuss how you would approach financial forecasts and variance analyses. Show us your passion for numbers and your eagerness to learn!
✨Tip Number 3
Don’t just apply anywhere—apply through our website! We love seeing candidates who are genuinely interested in joining our team. Tailor your application to highlight your experience with financial planning and your desire to grow.
✨Tip Number 4
Stay updated on industry trends and tools. Familiarise yourself with the latest in financial planning software and retail banking metrics. This knowledge will not only impress us but also help you stand out in interviews.
We think you need these skills to ace Financial Planning Analyst in Wrexham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Analyst role. Highlight any relevant experience, especially in financial planning or mortgages, and don’t forget to showcase your analytical skills. We want to see how you can contribute to our FP&A team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your background aligns with our needs. Be sure to mention your interest in tools like Anaplan and your eagerness to learn and grow with us.
Showcase Your Skills: When filling out your application, make sure to highlight your strong numerical and analytical skills. Mention your proficiency in Excel and any experience with financial datasets. We love detail-oriented candidates who are proactive and ready to dive into the world of banking!
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to submit all your documents in one go. Plus, it shows us you’re serious about joining our team at Chetwood!
How to prepare for a job interview at Chetwood Bank
✨Know Your Numbers
As a Financial Planning Analyst, you'll be dealing with a lot of data. Brush up on your numerical skills and be ready to discuss financial forecasts and performance metrics. Familiarise yourself with key concepts in financial planning, especially related to mortgages, so you can speak confidently about them.
✨Master Anaplan Basics
If you’re not already familiar with Anaplan, take some time to learn the basics. Understanding how to navigate this software will give you an edge during the interview. Be prepared to discuss how you would use it for scenario sensitivity analysis and financial modelling.
✨Showcase Your Analytical Skills
Prepare examples from your past experiences where you've used your analytical skills to solve problems or provide insights. Whether it's through variance analysis or performance reporting, having concrete examples will demonstrate your capability and readiness for the role.
✨Communicate Effectively
Strong interpersonal skills are crucial in this role. Practice articulating your thoughts clearly and concisely. During the interview, make sure to engage with your interviewers, ask questions, and show that you can collaborate well with cross-functional teams.
