Financial Planning Analyst

Financial Planning Analyst Department: Finance Employment Type: Full Time Location: Wrexham Reporting To: Christian Pratt-Jones Description 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