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- Tasks: Support financial modelling, forecasting, and strategic planning for a growing care home management group.
- Company: Join a dynamic care home management group with a focus on growth and innovation.
- Benefits: Competitive salary, hybrid working, and opportunities for professional development.
- Why this job: Make a real impact in finance while supporting essential healthcare services.
- Qualifications: Degree in finance or related field; strong Excel and analytical skills required.
- Other info: Perfect for recent graduates or early-career professionals looking to grow.
The predicted salary is between 24000 - 33600 £ per year.
Our client, a growing care home management group, is seeking a Financial Planner & Analyst to support the business with financial modelling, forecasting, investment analysis and strategic planning. This role is well suited to a graduate, junior analyst or someone early in their finance career who has strong analytical ability and excellent Excel skills. Experience in healthcare or property is a bonus but not required.
Working closely with the directors, you will help prepare financial models, forecasts and reports used for investment decisions, acquisitions, lender discussions and business planning. This is a hybrid role, with a new office being established in North / North West London.
Key Responsibilities- Build, update and maintain financial models for new and existing care home projects
- Prepare cash flow forecasts, scenario analysis and investment appraisals
- Support directors with preparing financial presentations for banks, lenders and investors
- Analyse operational and financial data to identify trends, opportunities and risks
- Assist with budgeting and longer-term business planning
- Help evaluate potential acquisitions and produce supporting financial documentation
- Liaise with bookkeepers and external accountants to ensure the accuracy of source data
- Contribute to ad-hoc analytical work as required by senior leadership
- Strong financial modelling and analytical skills
- Excellent Excel skills (including formulas, lookups, pivot tables and building structured models)
- Degree in finance, economics, mathematics, accounting or a related field
- Strong communication skills and ability to present financial information clearly
- Proactive mindset, attention to detail and willingness to learn
- Some experience in a finance, FP&A, analyst or modelling role
- Familiarity with property, healthcare, or multi-site businesses
- Basic understanding of financial statements
Salary & Working Arrangements: £30,000 – £40,000 per annum, Hybrid role, Office location: North London, Full-time position.
Financial Planner & Analyst employer: Spencers Recruitment
Contact Detail:
Spencers Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner & Analyst
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those in healthcare or property. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Show off your Excel skills! Create a mini financial model or analysis and share it during interviews. It’s a great way to demonstrate your analytical ability and proactive mindset.
✨Tip Number 3
Prepare for interviews by brushing up on common financial concepts and modelling techniques. We recommend practising how to present financial information clearly, as communication is key in this role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are genuinely interested in joining our team.
We think you need these skills to ace Financial Planner & Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Financial Planner & Analyst role. Highlight your analytical abilities and Excel skills, as these are key for us!
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're passionate about finance and how you can contribute to our team. Be specific about your interest in financial modelling and strategic planning.
Showcase Relevant Experience: Even if you’re early in your career, include any relevant projects or coursework that demonstrate your financial modelling and analytical skills. We love seeing initiative!
Apply Through Our Website: For the best chance of getting noticed, apply directly through our website. It helps us keep track of applications and ensures you’re considered for this exciting opportunity!
How to prepare for a job interview at Spencers Recruitment
✨Master Your Financial Modelling Skills
Before the interview, brush up on your financial modelling skills. Be prepared to discuss specific models you've built or worked on, and how they contributed to decision-making. Practising with Excel can help you feel more confident when discussing your technical abilities.
✨Know Your Numbers
Familiarise yourself with key financial metrics and concepts relevant to the role. Understand cash flow forecasts, investment appraisals, and scenario analysis. Being able to speak fluently about these topics will show that you're ready to hit the ground running.
✨Prepare for Scenario Questions
Expect questions that ask you to analyse hypothetical financial situations. Practice articulating your thought process clearly and logically. This will demonstrate your analytical ability and how you approach problem-solving in a finance context.
✨Show Enthusiasm for Learning
Since this role is suited for someone early in their finance career, express your eagerness to learn and grow. Share examples of how you've proactively sought out new knowledge or skills in the past, especially in areas like healthcare or property if applicable.
