Current jobs related to Financial Planning and Analysis Specialist - Wokingham, Wokingham - CitNOW Group


  • Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd is seeking a skilled Financial Planning Assistant to support their team in Wokingham. The ideal candidate will have a strong understanding of financial services and be able to provide research and analysis of investment funds and financial products.Key Responsibilities:Provide research and analysis of investment funds and...


  • Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd is seeking a skilled Financial Planning Assistant to support their team. The ideal candidate will have a strong understanding of financial planning principles and be able to provide research and analysis of investment funds and financial products. Key responsibilities include reviewing asset allocation, completing...


  • Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd is seeking a skilled Financial Planning Assistant to support their team. The ideal candidate will have a strong understanding of financial planning principles and be able to provide research and analysis of investment funds and financial products. Key responsibilities include reviewing asset allocation, completing...


  • Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd is seeking a skilled and detail-oriented individual to fill the role of Junior Paraplanner. The successful candidate will be responsible for providing research and analysis of investment funds and financial products, while considering the client's objectives. Key responsibilities include reviewing asset allocation for...


  • Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Junior Paraplanner - WokinghamArtemis Recruitment Consultants Ltd is seeking a highly motivated and detail-oriented Junior Paraplanner to join their team in Wokingham. As a Junior Paraplanner, you will play a crucial role in providing research and analysis of investment funds and financial products, while considering client objectives.Key...


  • Wokingham, Wokingham, United Kingdom CitNOW Group Full time

    About UsCitNOW Group is a leading provider of innovative software solutions for the automotive industry. Founded in 2008, we have established ourselves as a trusted partner for dealerships globally, helping them to sell more vehicles and parts more profitably.Our mission is to provide market-leading automotive solutions that drive efficiencies and transform...


  • Wokingham, Wokingham, United Kingdom CitNOW Group Full time

    About UsCitNOW Group is a leading provider of innovative software solutions for the automotive industry. Founded in 2008, we have established ourselves as a trusted partner for dealerships globally, helping them to sell more vehicles and parts more profitably.Our mission is to provide market-leading automotive solutions that drive efficiencies and transform...


  • Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Junior Paraplanner - WokinghamArtemis Recruitment Consultants Ltd is seeking a highly motivated and detail-oriented Junior Paraplanner to join their team in Wokingham. As a Junior Paraplanner, you will play a crucial role in providing research and analysis of investment funds and financial products, while considering client objectives.Key...


  • Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Junior Paraplanner - WokinghamArtemis Recruitment Consultants Ltd is seeking a highly motivated and detail-oriented Junior Paraplanner to join their team in Wokingham. As a Junior Paraplanner, you will play a crucial role in providing research and analysis of investment funds and financial products, while considering client objectives.Key...


  • Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Junior Paraplanner - WokinghamArtemis Recruitment Consultants Ltd is seeking a highly motivated and detail-oriented Junior Paraplanner to join their team in Wokingham. As a Junior Paraplanner, you will play a crucial role in supporting the financial planning process and providing exceptional client service.Key Responsibilities:Conduct thorough research and...


  • Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Junior Paraplanner - WokinghamArtemis Recruitment Consultants Ltd is seeking a highly motivated and detail-oriented Junior Paraplanner to join their team in Wokingham. As a Junior Paraplanner, you will play a crucial role in supporting the financial planning process and providing exceptional client service.Key Responsibilities:Conduct thorough research and...


  • Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Junior Paraplanner - WokinghamArtemis Recruitment Consultants Ltd is seeking a highly motivated and detail-oriented Junior Paraplanner to join their team in Wokingham. As a Junior Paraplanner, you will play a crucial role in supporting the financial planning process and providing exceptional client service.Key Responsibilities:Conduct thorough research and...


  • Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Junior Paraplanner - WokinghamArtemis Recruitment Consultants Ltd is seeking a highly motivated and detail-oriented Junior Paraplanner to join their team in Wokingham. As a Junior Paraplanner, you will play a crucial role in supporting the financial planning process and providing exceptional client service.Key Responsibilities:Conduct thorough research and...


  • Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd is seeking a skilled Financial Paraplanner to join their team. The ideal candidate will have a strong background in financial services, with a minimum of 5 years of experience in paraplanning. The role will involve preparing suitability reports for approval by financial advisers, as well as assisting in identifying...


  • Wokingham, Wokingham, United Kingdom Berkshire IFA Full time

    About UsBerkshire IFA is a dynamic and growing company dedicated to delivering exceptional financial services to our clients. Our team is committed to providing personalized support and guidance to help our clients achieve their financial goals.Job SummaryWe are seeking a skilled Paraplanner to join our team. As a Paraplanner, you will play a critical role...


  • Wokingham, Wokingham, United Kingdom Berkshire IFA Full time

    About UsBerkshire IFA is a dynamic and growing company dedicated to delivering exceptional financial services to our clients. Our team is committed to providing personalized support and guidance to help our clients achieve their financial goals.Job SummaryWe are seeking a skilled Paraplanner to join our team. As a Paraplanner, you will play a critical role...


  • Wokingham, Wokingham, United Kingdom Berkshire IFA Full time

    About UsBerkshire IFA is a dynamic and growing company dedicated to delivering exceptional financial services to our clients. Our team is committed to providing personalized support and guidance to help our clients achieve their financial goals.Job SummaryWe are seeking a skilled Paraplanner to join our team. As a Paraplanner, you will play a critical role...


  • Wokingham, Wokingham, United Kingdom Berkshire IFA Full time

    About UsBerkshire IFA is a dynamic and growing company dedicated to delivering exceptional financial services to our clients. Our team is committed to providing personalized support and guidance to help our clients achieve their financial goals.Job SummaryWe are seeking a skilled Paraplanner to join our team. As a Paraplanner, you will play a critical role...


  • Wokingham, Wokingham, United Kingdom Berkshire IFA Full time

    About UsBerkshire IFA is a dynamic and growing company committed to delivering exceptional client outcomes and supporting the professional development of our team members. We foster a culture of collaboration, innovation, and continuous learning, ensuring that our clients receive tailored financial solutions that meet their unique needs and goals.Our...


  • Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Junior Paraplanner - WokinghamArtemis Recruitment Consultants Ltd is seeking a highly motivated and detail-oriented Junior Paraplanner to join their team in Wokingham. As a Junior Paraplanner, you will play a crucial role in supporting the financial planning process and providing exceptional client service.Key Responsibilities:Conduct thorough research and...

Financial Planning and Analysis Specialist

2 months ago


Wokingham, Wokingham, United Kingdom CitNOW Group Full time
About Us

CitNOW Group is a leading provider of innovative software solutions for the automotive industry. Our mission is to deliver market-leading solutions that drive efficiencies and transform customer experiences.

Job Summary

We are seeking a highly skilled Financial Planning and Analysis Specialist to join our Finance Team on a 12-month fixed term contract. The successful candidate will play a pivotal role in driving informed decision-making, financial strategy, and performance analysis across the organization.

Key Responsibilities
  • Administer the implementation of the annual budgeting and forecasting processes, working closely with department heads to gather relevant inputs and assumptions.
  • Build a deep understanding of the metrics used to build any forecasts/budgets across all entities.
  • Analyse and interpret financial data to provide meaningful insights to senior management, highlighting trends, risks, and opportunities that impact the organization's revenue and gross margin.
  • Prepare and present comprehensive financial reports, including variance analyses against budgets, forecasts, and prior periods, to assist senior leaders in making informed decisions.
  • Collaborate with business partners to develop key performance indicators (KPIs) that align with strategic objectives and track and report on these metrics regularly.
  • Monitor financial health by identifying potential areas of concern and recommending corrective actions to ensure financial targets are met.
  • Provide decision support through financial modelling and scenario analysis for various strategic initiatives, acquisitions, investments, and other business opportunities.
  • Investor relations support, responding to ad hoc requests and managing expectations of the shareholders.
  • Establish strong cross-functional relationships with departments such as Sales, Marketing, Operations, and HR to facilitate seamless information exchange and collaboration.
  • Liaise with Treasury to inform cashflow forecasts.
  • Continuously improve financial processes, reporting systems, and analytical tools to enhance the accuracy and efficiency of financial planning and analysis activities.
Requirements
  • Proven experience in financial planning and analysis.
  • Strong analytical and quantitative skills with the ability to interpret complex financial data and distil into actionable insights.
  • Proficiency in financial modelling, forecasting techniques, and budgeting processes.
  • Exceptional attention to detail and accuracy, along with the ability to prioritize and manage multiple tasks in a dynamic environment.
  • Excellent communication and presentation skills, with the ability to convey financial information to both financial and non-financial stakeholders.
  • Skilled in organising tasks and establishing priorities to meet deadlines.
  • Strong technical experience with Excel is a necessity.
What We Offer

In addition to a competitive salary, our benefits package is second to none. Employee wellbeing is at the heart of our people strategy, with a number of innovative wellness initiatives such as flexi-time, where employees can vary their start and finish times within our core business hours and/or extend their lunch break by up to 2 hours per day. Employees also benefit from an additional two half days paid leave per year to focus on their personal wellbeing.

We recognise the development of our people is vital to the ongoing success of the business and proudly promote a culture of continuous learning and improvement, along with opportunities to develop and progress a successful career with us.

The CitNOW Group is an equal opportunities employer that celebrates diversity across our international teams. We are passionate about creating an inclusive workplace where everyone's individuality is valued.