At a Glance
- Tasks: Support financial analysis, reporting, and planning to help save lives at sea.
- Company: Join the RNLI, a dedicated organisation committed to lifesaving.
- Benefits: Competitive salary, flexible working, generous leave, and a strong pension scheme.
- Other info: Be part of a diverse team that values inclusion and collaboration.
- Why this job: Make a real impact while developing your financial skills in a meaningful role.
- Qualifications: Strong numeracy, analytical skills, and proficiency in Excel required.
Salary: £35,853 to £42,181 (dependent on experience)
Contract Type: Permanent
Hours: Full Time
Location: Poole, Dorset, England
Location Description: Hybrid with the expectation to be in the office 2 days per week
Interview Date: 1st, 2nd, 3rd September (TBC)
Closing Date: 27-08-2026
Reference: 21856
About Us
Our purpose is simple: to save lives at sea. 24 hours a day, every day, RNLI lifesavers are ready to launch to the rescue. We’re looking for a Financial Planning Analyst to join our Financial Planning and Analysis Team (FP&A). The Financial Planning Analyst supports the RNLI through providing accurate financial analysis, reporting and insight that helps the RNLI make informed decisions, use donors' money effectively and plan confidently for the future. The role will work closely with the Senior FP&A Analyst, FP&A Manager and Finance Business Partners to maintain the integrity of financial models, planning processes and management information used to support organisational decision-making.
Some of the Benefits
- Salary of £35,853 to £42,181 (dependent on experience)
- Flexible working
- 26 days’ annual leave plus Bank Holidays
- Competitive pension scheme (employer contributions of up to 10% of basic salary)
- Life assurance
- Health cashplan option
Your Role
As a Financial Planning Analyst, you will be tasked with focusing on the following areas:
- Support the preparation and coordination of monthly reporting, forecasts, budgets and longer-term planning activities
- Maintain, update and validate financial models, planning tools and reporting outputs to ensure accuracy and consistency
- Support the production of ad hoc analysis and management information that helps explain financial performance, trends, risks and opportunities
- Assist with the consolidation, reconciliation and quality assurance of financial data used in reporting and planning processes
- Support the delivery of change and transformation initiatives, including the implementation of new planning, forecasting and reporting technologies
- Maintain appropriate financial controls, documentation and governance standards within FP&A activities
About You
You’ll be a collaborative team player who is adaptable and enjoys working accurately with close attention to detail. To be considered for the role, you will need:
- Excellent level of numeracy and analytical capability (GCSE grade 5 & above or the O Level equivalent for both Maths and English) Experience analysing and interpreting financial or operational data
- Strong Excel skills (PowerQuery, XLOOKUPs, Pivots, etc) and confidence working with large volumes of information using data cubes
- The ability to communicate findings clearly to both finance and non-finance colleagues
- The ability to work independently and follow process notes accurately
So, if you are excited by the opportunity to help shape the future of FP&A at the RNLI while supporting its lifesaving mission, please apply via the button shown.
Safeguarding
The RNLI is committed to safeguarding; protecting a person’s health, wellbeing, and human rights, enabling them to live free from harm, abuse, and neglect. We expect all employees and volunteers to share this commitment and have a zero-tolerance approach. The suitability of all prospective employees and volunteers will be assessed during the recruitment process in line with this commitment. This will include relevant criminal record checks being carried out, dependent on the eligibility of the role.
Diversity at the RNLI
Our staff and volunteers have been saving lives at sea without prejudice for 200 years. We respect and value diversity of background, skills and perspectives within our teams, and consider it essential to help us deliver a world-class lifesaving service. We are an inclusive organisation and welcome applications from everyone. In addition to having the skills needed for the role, we also look for applicants who share our commitment to living our RNLI values (trustworthy, courageous, selfless, and dependable) and helping us work towards Our Vision: To save Every One.
Financial Planning Analyst in Poole employer: RNLI
The Royal National Lifeboat Institution (RNLI) is an exceptional employer, offering a unique opportunity to contribute to a life-saving mission while enjoying a supportive and collaborative work culture. With a focus on employee growth and development, RNLI provides comprehensive training and career advancement opportunities, all within a flexible hybrid working model based in the beautiful city of Perth. Join us to make a meaningful impact in your community and beyond!
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Analyst in Poole
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like RNLI. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planning Analyst in Poole
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to RNLI.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on RNLI's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at RNLI
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with RNLI.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at RNLI will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former RNLI employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
