Financial Planning Analyst

Chetwood Bank; Wales; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial institution in Wrexham is seeking a motivated Financial Planning Analyst. The successful candidate will support financial forecasts, perform analyses, and assist in developing dashboards and reports. Ideally, candidates will have a degree in Finance or related fields and strong numerical skills. This full-time position offers competitive pay, a generous holiday policy including a day off for your birthday, and hybrid work arrangements.

Benefits

Competitive salary

25 days holiday plus your birthday off

Pension contribution

Life Assurance

Private medical, dental and optical health insurance

Free breakfast available

Qualifications

• Emerging experience in financial planning, especially in mortgages.
• Experience working with or interest in financial planning software.
• Proactive and keen to learn about specialist banking and Commercial Finance.

Responsibilities

• Support the preparation of financial forecasts and performance reports.
• Assist with the maintenance and execution of financial planning models.
• Analyse asset portfolio performance and provide insights.

Skills

Strong numerical and analytical skills

Strong Excel skills

Interpersonal and communication skills

Attention to detail

Education

Relevant degree in Finance, Accounting, Economics, Mathematics, Risk, or Business

Professional accountancy qualification (CIMA, ACA, ACCA) or desire to pursue

Tools

Anaplan

Job description

Financial Planning Analyst

Department: Finance

Employment Type: Full Time

Location: Wrexham

Reporting To: Christian Pratt-Jones

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 & Expertise

Required Experience:

• 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

Job 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