Financial Planning Analyst

3 weeks ago


StratfordUponAvon, United Kingdom NFU Mutual Full time

About the Role:

We are seeking a dedicated Financial Planning Analyst to contribute to our Finance department. This position offers a unique opportunity to work within a dynamic Financial Planning and Analysis team.

Key Responsibilities:

  • Assist in the preparation of monthly financial statements and claims assessments.
  • Engage in short-term projects and identify enhancements in data analysis methodologies.
  • Collaborate with various stakeholders across the Finance Division to understand the financial framework.
  • Utilize Excel for data collection, verification, and analysis.

Candidate Profile:

The ideal candidate will be a university undergraduate pursuing an honors degree in business, mathematics, statistics, economics, or a related field with substantial mathematical content. A strong affinity for numbers, analytical thinking, and problem-solving skills are essential.

Work Environment:

This role is hybrid, allowing for a blend of remote work and office presence, promoting a healthy work-life balance.

Benefits:

  • Competitive salary of £30,012 per annum.
  • Annual performance bonus potential of up to 10% of salary.
  • Generous pension scheme with contributions up to 20%.
  • 25 days of annual leave plus bank holidays, with options for holiday trading.
  • Family-friendly policies to support work-life balance.
  • Access to exclusive discounts and savings on various services.
  • Health and wellness initiatives, including cashback for medical services.
  • Life assurance coverage of 4 times the salary.

We value a culture of support and offer a comprehensive range of rewards and benefits to enhance your career experience.



  • Stratford-upon-Avon, Warwickshire, United Kingdom Wex Europe Services Full time

    About the RoleWe are seeking a highly skilled Senior Financial Analyst to join our Financial Planning and Analysis team at Wex Europe Services. As a key member of our team, you will play a critical role in supporting the business in achieving its financial targets.Key ResponsibilitiesAct as a commercial business partner to the International Payments team,...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Wex Europe Services Full time

    About the RoleWe are seeking a highly skilled Senior Financial Analyst to join our Financial Planning and Analysis team at Wex Europe Services. As a key member of our team, you will play a critical role in supporting the business in achieving its financial targets.Key ResponsibilitiesCommercial Business Partner: Act as a commercial business partner to the...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Wex Europe Services Full time

    Senior Financial Analyst / Manchester (Hybrid) / Competitive Salary and Great Benefits Are you an experienced Financial Analyst looking for a challenging role in a dynamic company? If so, this Senior Financial Analyst position could be perfect for you. Wex Europe Services is currently seeking an experienced, self-driven Senior Financial Analyst, in our...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Recruitment Solutions (NW) Ltd Full time £54,000 - £60,000

    Job Description**About the Role**We are seeking a highly skilled Senior Financial Analyst to join our team at Recruitment Solutions (NW) Ltd. As a Senior Financial Analyst, you will play a key role in providing financial reporting, support, and guidance to our local management teams.Key Responsibilities:Ensure financial controls are robustly maintained and...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Recruitment Solutions (NW) Ltd Full time

    Job Description**Job Title:** Senior Financial Analyst**Job Type:** Full-time**Company:** Recruitment Solutions (NW) Ltd**Location:** Remote (with occasional office visits)**Job Summary:** We are seeking a highly skilled Senior Financial Analyst to join our team. The successful candidate will be responsible for driving performance throughout the product...

  • Financial Analyst

    3 hours ago


    Stratford-upon-Avon, Warwickshire, United Kingdom Resourcery Group Full time

    Financial Analyst | Resourcery Group We are seeking a highly motivated and detail-oriented Financial Analyst to join our team at Resourcery Group. As a key member of our finance department, you will play a crucial role in supporting our financial operations and contributing to the company's growth and success. Main Responsibilities: Assist in the...

  • Financial Analyst

    18 hours ago


    Stratford-upon-Avon, Warwickshire, United Kingdom Resourcery Group Full time

    Financial Analyst | Resourcery Group We are seeking a highly motivated and detail-oriented Financial Analyst to join our team at Resourcery Group. As a key member of our finance department, you will play a crucial role in supporting our financial operations and contributing to the company's growth and success. Main Responsibilities: Assist in the...


  • Stratford-upon-Avon, Warwickshire, United Kingdom NFU Mutual Full time

    Position OverviewLocation: Stratford Upon AvonEmployment Type: Full-time, Fixed Term ContractCompensation: Salary of £30,012 per annum + annual bonus (up to 10% of salary pro rata)Role Summary:Be part of a recognized organization, celebrated as Which? Insurance Brand of the Year 2024 and Gallup's Exceptional Place to Work 2023.This hybrid position allows...


  • Stratford-upon-Avon, Warwickshire, United Kingdom NFU Mutual Full time

    Position OverviewLocation: Stratford Upon AvonEmployment Type: Full-time, Fixed Term ContractCompensation: £30,012 per annum + potential annual bonus (up to 10% of salary pro rata)Role Summary:Be part of a recognized organization, awarded Which? Insurance Brand of the Year 2024 and Gallup's Exceptional Place to Work 2023.This hybrid position allows for a...


  • Stratford-upon-Avon, Warwickshire, United Kingdom NFU Mutual Full time

    Position OverviewLocation: Stratford Upon AvonEmployment Type: Full-time, Fixed Term ContractCompensation: £30,012 per annum + potential annual bonus (up to 10% of salary pro rata)Role Summary:Be part of a recognized organization, awarded as Which? Insurance Brand of the Year 2024 and Gallup's Exceptional Place to Work 2023.This is a hybrid position,...


  • Stratford-upon-Avon, Warwickshire, United Kingdom NFU Mutual Full time

    Position OverviewLocation: Stratford Upon AvonEmployment Type: Full-time, Fixed Term ContractCompensation: £30,012 per annum + potential annual bonus (up to 10% of salary pro rata)Role Summary:Become part of a recognized organization, awarded Which? Insurance Brand of the Year 2024 and Gallup's Exceptional Place to Work 2023.This hybrid position allows for...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Recruitment Solutions (NW) Ltd Full time

    Job Description**Role Summary:**We are seeking a highly skilled Financial Analyst to join our team at Recruitment Solutions (NW) Ltd. As a key member of our finance department, you will play a critical role in driving business performance and providing strategic insights to support our growth.Key Responsibilities:Financial Planning and Analysis: Support the...

  • Financial Analyst

    2 days ago


    Stratford-upon-Avon, Warwickshire, United Kingdom Resourcery Group Full time

    Job Summary:We are seeking a highly motivated and detail-oriented Financial Analyst to join our team at Resourcery Group. As an Assistant Accountant, you will play a key role in assisting the Financial Controller with a broad range of responsibilities, including financial reporting, budgeting, and forecasting.Main Responsibilities:Financial Reporting: Assist...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Pinstripe Personnel Full time

    Job Opportunity: Financial Planner About Pinstripe Personnel Pinstripe Personnel is a leading recruitment agency specializing in the placement of experienced professionals in the financial services sector. Job Summary We are seeking a highly skilled and ambitious Financial Planner to join our client's award-winning Wealth Planning firm. As a Financial...


  • Stratford-upon-Avon, Warwickshire, United Kingdom In2 Consult Full time

    Job Title: Financial Planning Manager Location: Hybrid Salary: Up to £31,000 per annum Contract: Fixed Term Contract - 12 months Job Description: We are seeking a detail-oriented and motivated Financial Planning Manager to join our team on a 12-month fixed-term contract. This role offers a hybrid working environment, providing a balance of remote and...


  • Stratford-upon-Avon, Warwickshire, United Kingdom In2 Consult Full time

    Job Title: Financial Planning Manager Location: Hybrid Salary: Up to £31,000 per annum Contract: Fixed Term Contract - 12 months Job Description: We are seeking a detail-oriented and motivated Financial Planning Manager to join our team on a 12-month fixed-term contract. This role offers a hybrid working environment, providing a balance of remote and...


  • Stratford-upon-Avon, Warwickshire, United Kingdom mbf. Full time

    About the RoleWe are seeking an experienced Financial Planning Administrator to join our team at mbf. as an IFA Support Administrator. This is an exciting opportunity to work with a highly reputable Financial Planning organisation with offices across the UK.Key ResponsibilitiesClient Relationship Management: Build and maintain strong relationships with...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Vitae Financial Recruitment Limited Full time

    **Job Summary**Vitae Financial Recruitment Limited is seeking a highly skilled and experienced Site Accountant to join their team. As a key member of the organization, the successful candidate will be responsible for ensuring the financial performance of the site is aligned with the company's overall strategy.**Key Responsibilities:**Develop and implement...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Axon Moore Group Ltd Full time

    Job DescriptionAxon Moore Group Ltd is seeking a highly skilled Financial Business Partner to join our team. As a key member of our finance department, you will play a critical role in driving business growth and improving financial performance.Key Responsibilities:Financial Planning and Analysis: Prepare and review the company budget, forecast, and 3-year...


  • Stratford-upon-Avon, Warwickshire, United Kingdom NJR Recruitment Full time

    Job Summary:A Financial Services Administrator is required to work for our Clients, a respected and growing firm of Financial Advisers. With a strong focus on providing first-class support and ongoing career development, our Client offers a dynamic and challenging environment for the right candidate.Key Responsibilities:Send letters of authority to clients...