Financial Planner & Analyst

Spencers Recruitment; Greater London; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A growing care home management group in Greater London is seeking a Financial Planner & Analyst. This role is ideal for graduates or junior analysts early in their finance careers. You will build financial models, prepare forecasts, and support investment decisions. The position requires strong analytical and Excel skills, with the opportunity to work in a hybrid environment. Candidates should have a finance-related degree and a proactive mindset. Salary is between £30,000 and £40,000 per annum.

Qualifications

• Strong financial modelling and analytical skills.
• Excellent Excel skills including formulas and pivot tables.
• Degree in finance, economics, mathematics, accounting or a related field.
• Strong communication skills for presenting financial information.
• Proactive mindset and attention to detail.

Responsibilities

• Build, update and maintain financial models for care home projects.
• Prepare cash flow forecasts and investment appraisals.
• Support directors with financial presentations for lenders.
• Analyse operational and financial data to identify trends.
• Assist with budgeting and long-term business planning.
• Help evaluate potential acquisitions and produce documentation.
• Liaise with bookkeepers to ensure accuracy of source data.
• Contribute to ad-hoc analytical work as required.

Job description

Financial Planner & Analyst

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.

Overview

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

Skills & Experience

Essential

• 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

Desirable

• 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