Financial Planning Analyst

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

We’re a UK-based digital bank dedicated to getting the basics right and offering straightforward savings and mortgages

Data Protection

We anticipate that we will retain your data as part of the recruitment process for no longer than is necessary for the purpose for which it was collected unless we have sought your consent to keep your data for future suitable job vacancies.Cifas The personal information we have collected from you will be shared with Cifas who will use it to prevent fraud, other unlawful or dishonest conduct, malpractice, and other seriously improper conduct.

If any of these are detected you could be refused certain services or employment. Your personal information will also be used to verify your identity. Further details of how your information will be used by us and Cifas, and your data protection rights, can be found by Bank does not accept speculative or unsolicited CVs from Recruitment Agencies. Any unsolicited CVs received will be treated as the property of Chetwood Bank and Terms & Conditions associated with the use of such CVs will be considered null and void.