Financial Planning Specialist
1 week ago
This is a technical and varied role at the heart of the Financial Planning & Stress Testing Team at Nationwide. As an accountant within the balance sheet and margin modelling team, you will be working as part of a team to run and manage scenario modelling, utilising the Society's key financial planning tool (QRM).
Key deliverables for the team include the Group Financial Plan and Stress Testing activities which run throughout the year, Interest Rate Risk in the Banking Book (IRRBB) risk metrics which form part of our board risk appetite and several regulatory returns made on a quarterly basis. These activities will require collaborating with various key stakeholders across Finance to ensure our reporting and analysis is suitable to manage the Society's Balance Sheet and earnings risk.
At Nationwide, we offer hybrid working wherever possible. More rewarding relationships are supported through our hybrid approach, bringing colleagues together across our UK wide estate, whilst also supporting generous access to home working. We value our time in the office to solve problems, to learn, and to feel connected.
For this role, you'll spend at least two days per week, or if part-time, you'll spend 40% of your working time, based at either our Swindon or Bournemouth office. If Bournemouth, you will need to attend the Swindon office on a monthly basis.
Key Responsibilities- Deliver scenario forecasting to support the financial plan as well as internal and regulatory stress testing requirements.
- Support other BAU tasks, development of QRM and contribute to improving data transparency and MI reporting.
- Improve the efficiency of your processes and deliver insight and analysis across a range of deliverables.
We operate a flexible team structure which will also give you an opportunity to broaden your skillset and knowledge, supporting on other deliverables in the team as required, including the delivery of our ALCo, IRRBB and regulatory reporting.
Requirements- Experience of analysing financial data and discussing outcomes and opportunities.
- Strong Excel skills including Pivot Tables and Lookups.
- Drive and enthusiasm to continually deliver improvements.
- Proven experience of working in a highly controlled environment.
- A pro-active approach to managing workload and projects along with the ability to deal with and prioritise conflicting demands.
Our Customer First behaviours are all about putting customers and members at the heart of how we work together. It's also about being clear, precise, and using language that we and, importantly, our customers and members can understand.
We offer a range of benefits, including a personal pension, up to 2 days of paid volunteering a year, life assurance worth 8x your salary, and access to an annual performance-related bonus.
About NationwideNationwide is the world's largest building society. We've got the scale to compete with the big banks, but we're not a bank. As a building society, we're owned by our members – that's our customers who have their current account, mortgage or savings with us. It means we can do things differently to deliver our Purpose – Banking – but fairer, more rewarding, and for the good of society.
-
Financial Planning Specialist
1 month ago
Swindon, Swindon, United Kingdom AFH Wealth Management Full timeAbout the RoleWe are seeking a highly skilled and motivated Financial Planning Specialist to join our team at AFH Wealth Management.As a key member of our team, you will be responsible for providing expert financial planning and wealth management services to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients,...
-
Financial Planning Specialist
1 month ago
Swindon, Swindon, United Kingdom AFH Wealth Management Full timeAbout the RoleWe are seeking a highly skilled and motivated Financial Planning Specialist to join our team at AFH Wealth Management.As a key member of our team, you will be responsible for providing expert financial planning and wealth management services to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients,...
-
Financial Planning Specialist
2 months ago
Swindon, Swindon, United Kingdom AFH Wealth Management Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Planning Specialist to join our team at AFH Wealth Management. As a key member of our advisory team, you will play a vital role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesClient Relationship Management: Develop and maintain strong...
-
Financial Planning Specialist
2 months ago
Swindon, Swindon, United Kingdom AFH Wealth Management Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Planning Specialist to join our team at AFH Wealth Management. As a key member of our advisory team, you will play a vital role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesClient Relationship Management: Develop and maintain strong...
-
Financial Planning Specialist
1 month ago
Swindon, Swindon, United Kingdom AFH Wealth Management Full timeAbout the RoleWe are seeking a highly skilled and motivated Financial Planning Specialist to join our team at AFH Wealth Management.Key ResponsibilitiesDevelop and maintain long-term relationships with clients, delivering exceptional financial outcomes through the Six-Stage Advice Process.Review and respond to clients' changing needs and financial...
-
Financial Planning Specialist
1 month ago
Swindon, Swindon, United Kingdom AFH Wealth Management Full timeAbout the RoleWe are seeking a highly skilled and motivated Financial Planning Specialist to join our team at AFH Wealth Management.Key ResponsibilitiesDevelop and maintain long-term relationships with clients, delivering exceptional financial outcomes through the Six-Stage Advice Process.Review and respond to clients' changing needs and financial...
-
Financial Planning Specialist
2 months ago
Swindon, Swindon, United Kingdom AFH Wealth Management Full timeAbout the RoleAs a Financial Planning Specialist at AFH Wealth Management, you will play a key role in helping our clients achieve their financial goals. We are seeking a highly motivated and experienced individual to join our team of financial services professionals.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking...
-
Financial Planning Specialist
2 months ago
Swindon, Swindon, United Kingdom AFH Wealth Management Full timeAbout the RoleAs a Financial Planning Specialist at AFH Wealth Management, you will play a key role in helping our clients achieve their financial goals. We are seeking a highly motivated and experienced individual to join our team of financial services professionals.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking...
-
Financial Planning Specialist
2 months ago
Swindon, Swindon, United Kingdom AFH Wealth Management Full timeAbout the RoleAs a Financial Planning Specialist at AFH Wealth Management, you will play a key role in helping our clients achieve their financial goals. We are seeking a highly motivated and experienced individual to join our team of financial services professionals.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking...
-
Financial Planning Specialist
4 weeks ago
Swindon, Swindon, United Kingdom AFH Wealth Management Full timeAbout the RoleAs a Financial Planning Specialist at AFH Wealth Management, you will play a key role in helping our clients achieve their financial goals. We are seeking a highly motivated and experienced individual to join our team of financial services professionals.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking...
-
Financial Planning Systems Specialist
3 weeks ago
Swindon, Swindon, United Kingdom Calibre Candidates Full timeFinancial Planning Systems SpecialistWe are seeking a highly skilled Financial Planning Systems Specialist to join our client's Finance Team in Swindon. As a key member of the team, you will be responsible for improving, maintaining, and updating the Planning and Finance systems.Key Responsibilities:Develop and maintain robust financial planning...
-
Financial Planning Systems Specialist
3 weeks ago
Swindon, Swindon, United Kingdom Calibre Candidates Full timeFinancial Planning Systems SpecialistWe are seeking a highly skilled Financial Planning Systems Specialist to join our client's Finance Team in Swindon. As a key member of the team, you will be responsible for improving, maintaining, and updating the Planning and Finance systems.Key Responsibilities:Develop and maintain robust financial planning...
-
Financial Planning Systems Specialist
2 weeks ago
Swindon, Swindon, United Kingdom Calibre Candidates Full timeFinancial Planning Systems SpecialistWe are seeking a highly skilled Financial Planning Systems Specialist to join our team in Swindon, Wiltshire. As a key member of our Finance Team, you will be responsible for improving, maintaining, and updating our Planning and Finance systems.Key Responsibilities:Develop and implement robust financial planning...
-
Financial Planning Systems Specialist
1 month ago
Swindon, Swindon, United Kingdom Calibre Candidates Full timeFinancial Planning Systems SpecialistWe are seeking a highly skilled Financial Planning Systems Specialist to join our client in Swindon. As a key member of the Finance Team, you will be responsible for improving, maintaining, and updating the Planning and Finance systems.Key Responsibilities:Develop and implement robust financial planning systemsEnhance...
-
Financial Planning Systems Specialist
3 weeks ago
Swindon, Swindon, United Kingdom Calibre Candidates Full timeFinancial Planning Systems SpecialistWe are seeking a highly skilled Financial Planning Systems Specialist to join our client's Finance Team in Swindon. As a key member of the team, you will be responsible for improving, maintaining, and updating the Planning and Finance systems.Key Responsibilities:Develop and implement robust financial planning...
-
Financial Planning Systems Specialist
3 weeks ago
Swindon, Swindon, United Kingdom Calibre Candidates Full timeFinancial Planning Systems SpecialistWe are seeking a highly skilled Financial Planning Systems Specialist to join our client's Finance Team in Swindon. As a key member of the team, you will be responsible for improving, maintaining, and updating the Planning and Finance systems.Key Responsibilities:Develop and implement robust financial planning...
-
Financial Planning Systems Specialist
2 weeks ago
Swindon, Swindon, United Kingdom Calibre Candidates Full timeFinancial Planning Systems SpecialistWe are seeking a highly skilled Financial Planning Systems Specialist to join our client in Swindon, Wiltshire. The successful candidate will be responsible for improving, maintaining, and updating the Planning and Finance systems as a key member of a fast-paced Finance Team.Key Responsibilities:Creating, managing, and...
-
Financial Planning Systems Specialist
2 weeks ago
Swindon, Swindon, United Kingdom Calibre Candidates Full timeFinancial Planning Systems SpecialistWe are seeking a skilled Financial Planning Systems Specialist to join our client in Swindon, Wiltshire. The successful candidate will be responsible for improving, maintaining, and updating the Planning and Finance systems as a key member of a fast-paced Finance Team.Key Responsibilities:Creating, managing, and...
-
Financial Planning Systems Specialist
4 weeks ago
Swindon, Swindon, United Kingdom Calibre Candidates Full timeFinancial Planning Systems SpecialistWe are seeking a highly skilled Financial Planning Systems Specialist to join our client's Finance Team in Swindon. As a key member of the team, you will be responsible for improving, maintaining, and updating the Planning and Finance systems.Key Responsibilities:Develop and implement robust financial planning...
-
Financial Planning Systems Specialist
1 month ago
Swindon, Swindon, United Kingdom Calibre Candidates Full timeFinancial Planning Systems SpecialistWe are seeking a highly skilled Financial Planning Systems Specialist to join our client in Swindon. As a key member of the Finance Team, you will be responsible for improving, maintaining, and updating the Planning and Finance systems.Key Responsibilities:Develop and implement robust financial planning systemsEnhance...