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For Companies At a Glance
- Tasks: Lead financial planning and analysis, manage reporting, and support strategic decision-making.
- Company: Join PRIMIS Mortgage Network, the UK's largest mortgage and protection network.
- Benefits: Competitive salary, bonus potential, enhanced pension, and hybrid working options.
- Why this job: Make a real impact in a dynamic finance team at an industry leader.
- Qualifications: Degree level education and professional accountancy qualification required.
- Other info: Diverse and inclusive workplace with excellent career growth opportunities.
The predicted salary is between 60000 - 84000 £ per year.
Hybrid role based in West Midlands, part of LSL Property Services plc Financial Services division. PRIMIS Mortgage Network is the largest Mortgage and Protection Network in the UK with circa 1000 Mortgage & Insurance firms as business partners and approaching 3000 advisors.
Role Purpose
Oversee and manage all aspects of financial planning and analysis group reporting, monthly consolidation & board packs. Coordinate the business plan & forecast cycles. Provide top‑down view, long‑range business plan, and distill the story for CFO / Board Level.
Main Accountabilities
- Budget / Forecast coordination & consolidation
- Primary contact for group queries
- Production of packs & decks for FS / LSL board presentations
- CFO support & high‑level modelling
- Production of 3 Year plans
- Monthly accounts consolidation & telling the story
- Scenario modelling
- Risks & opportunities
- CFO state of the nation report
- Top‑down business planning
- Support on investment opportunities
- Group reporting cashflow forecast
- Support CFO on all Corporate Governance
- Distribute board minutes to CFO DRs
Knowledge and Expertise required
- Educated to degree level or equivalent
- Professional accountancy qualification (ACCA, ACA, CIMA or equivalent)
- Experience of working in financial services industry preferable
- Working at Executive level and preferably experience at board level in terms of report writing and presentations
- Co‑ordination of professional finance teams
- Building detailed models and forecasts in a complex environment
- Excellent interpersonal skills
- Organised and able to influence other teams to achieve deadlines
- Understand, interpret and apply information
- Strong modelling and analytic skills
- Excellent analytical skills with ability to think independently and draw conclusions
- Able to pull the story out from the detail to an exec level summary
Essential requirements
- 3 years post qualification
- AAT qualified / Studying for ACCA / ACA / CIMA
- 3 years in similar roles
Salary and Benefits
Salary: £70,000 - £80,000 DOE, negotiable plus bonus. Enhanced pension alongside access to plc linked share‑based incentives when available. Full time hybrid with home and our Solihull HQ. Car allowance payable with this role is included in the base salary advertised.
Application
Applications in confidence with a CV and covering note to PRIMIS / LSL's internal recruitment function. Internal LSL group applicants must discuss your intentions to apply with your immediate line manager prior to your application being submitted.
EEO Statement
We are an equal opportunity and Disability Confident employer dedicated to building a diverse and inclusive workplace. We welcome applications from people of all abilities and backgrounds and we do not discriminate based on disability or individual needs. If you require any reasonable adjustments during the recruitment process please let us know.
LSL Property Services are dedicated to protecting your data. Our Recruitment Privacy Notice can be viewed on the LSL Careers website.
Financial Planning & Analysis Manager employer: LSL Property Services
Contact Detail:
LSL Property Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning & Analysis Manager
✨Network Like a Pro
Get out there and connect with people in the financial services industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Financial Planning & Analysis Manager role!
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your experience in financial modelling and analysis. Share specific examples of how you've influenced decisions at an executive level. We want to see you shine!
✨Prepare for the Interview
Do your homework on the company and its financial strategies. Be ready to discuss how you can contribute to their goals. Practise answering common interview questions related to budgeting, forecasting, and reporting – we want you to be confident!
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team at PRIMIS and making an impact in the financial services sector.
We think you need these skills to ace Financial Planning & Analysis Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Financial Planning & Analysis Manager role. Highlight your financial services experience and any relevant qualifications to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to tell us why you're the perfect fit for this role. Share your passion for financial planning and analysis, and don’t forget to mention how you can contribute to our team at PRIMIS.
Showcase Your Achievements: When detailing your past roles, focus on specific achievements that demonstrate your analytical skills and ability to influence teams. We love seeing how you've made an impact in previous positions!
Apply Through Our Website: We encourage you to submit your application through our website. It’s the easiest way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at LSL Property Services
✨Know Your Numbers
As a Financial Planning & Analysis Manager, you’ll need to demonstrate your expertise in financial metrics. Brush up on key financial ratios, forecasting techniques, and consolidation processes. Be ready to discuss how you've applied these in previous roles.
✨Master the Art of Storytelling
You’ll be expected to distill complex financial data into clear narratives for the CFO and board. Prepare examples of how you've successfully communicated financial insights in the past. Practice summarising detailed reports into concise executive-level presentations.
✨Showcase Your Team Coordination Skills
This role involves working with various finance teams. Think of specific instances where you’ve led or coordinated projects across departments. Highlight your ability to influence others and meet deadlines, as this will be crucial for success.
✨Prepare for Scenario Modelling Questions
Expect questions around scenario modelling and risk assessment. Familiarise yourself with different scenarios you’ve encountered and how you approached them. Be ready to discuss how you identify opportunities and mitigate risks in financial planning.
