Financial Planning Analyst

Financial Planning Analyst

Salary: £35,853 to £42,181 (dependent on experience)

Contract Type: Permanent

Hours: Full-time

Location: 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

Our client’s purpose is simple: lifesaving. 24 hours a day, every day, they are ready to launch to the rescue. Our client is looking to recruit a Financial Planning Analyst to join their Financial Planning and Analysis (FP&A) team on a permanent basis. The Financial Planning Analyst will provide accurate financial analysis, reporting and insight to help the organisation make informed decisions, use funding effectively and plan confidently for the future.

Working closely with the Senior FP&A Analyst, FP&A Manager and Finance Business Partners, you will help maintain the integrity of financial models, planning processes and management information used to support organisational decision-making.

• 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

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

To be our client’s next Financial Planning Analyst, 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 (Power Query, 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

Our client is committed to safeguarding; protecting a person’s health, wellbeing, and human rights, enabling them to live free from harm, abuse, and neglect. They 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.

Our client respects and values diversity of background, skills and perspectives within their teams, and consider it essential to help them deliver a world‑class lifesaving service. They are an inclusive organisation and welcome applications from everyone.