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- Tasks: Support financial forecasts and analysis to drive key business decisions.
- Company: Join Chetwood Bank, a forward-thinking digital bank in Wrexham.
- Benefits: Enjoy competitive salary, 25 days holiday, and your birthday off!
- Why this job: Develop your analytical skills in a dynamic, fast-paced environment.
- Qualifications: Degree in Finance, Economics, or related field; strong Excel skills.
- Other info: Hybrid working options and opportunities for professional growth.
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 Required
- 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
About Chetwood Bank: We’re a UK-based digital bank dedicated to getting the basics right and offering straightforward savings and mortgages.
Financial Planning Analyst - Wrexham employer: Chetwood Bank
Contact Detail:
Chetwood Bank Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Analyst - Wrexham
✨Tip Number 1
Network like a pro! Reach out to people in the financial sector, especially those working in FP&A or related roles. A casual chat can lead to valuable insights and even job leads.
✨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, especially using tools like Anaplan. Show them you mean business!
✨Tip Number 3
Don’t just apply anywhere—apply through our website! It shows you're genuinely interested in joining us at Chetwood Bank and helps us keep track of your application more efficiently.
✨Tip Number 4
Follow up after interviews with a thank-you email. It’s a simple gesture that keeps you fresh in their minds and shows your enthusiasm for the role. Plus, it’s a great chance to reiterate why you’re the perfect fit!
We think you need these skills to ace Financial Planning Analyst - Wrexham
Some tips for your application 🫡
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, to catch our eye!
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 you can contribute to our team. Keep it concise but engaging—show us your personality!
Show Off Your Analytical Skills: Since this role involves a lot of analysis, be sure to mention any specific tools or software you've used, like Anaplan or Excel. Share examples of how you've used these skills in past roles to provide actionable insights.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and you’ll be one step closer to joining our dynamic team at Chetwood Bank!
How to prepare for a job interview at Chetwood Bank
✨Know Your Numbers
As a Financial Planning Analyst, you'll be dealing with numbers all day long. Brush up on your financial concepts and be ready to discuss how you would approach forecasting and variance analysis. Familiarise yourself with key metrics in the banking sector, especially those related to mortgages.
✨Master Anaplan Basics
If you have experience with Anaplan or similar financial planning software, make sure to highlight it. If not, take some time to learn the basics before your interview. Being able to discuss how you would use such tools to enhance financial planning will show your eagerness to learn and adapt.
✨Showcase Your Analytical Skills
Prepare to demonstrate your analytical capabilities during the interview. Think of examples where you've used data to inform decisions or improve processes. Be ready to explain how you would analyse asset portfolio performance and provide actionable insights.
✨Communicate Effectively
Strong interpersonal and communication skills are crucial for this role. Practice articulating your thoughts clearly and concisely. You might be asked to explain complex financial concepts to non-financial stakeholders, so being able to simplify your explanations will set you apart.
