Financial Planning Analyst

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.

• 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

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

• 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