Executive Financial Planner
1 day ago
About The Role
The Financial Planning & Analysis Executive will be responsible for supporting the delivery and execution of the firm's financial planning activities, including strategic planning, annual budgeting, quarterly forecasting, business performance reporting, and other business support activities.
The ideal candidate will have a degree in Finance, Accounting, Economics, or a related field, with recently qualified accountant (ACA/ACCA) status. Experience in asset management or banking as a financial analyst or FP&A professional is also essential.
Key Responsibilities
- Support the development of the firm's financial plans and strategies
- Prepare and manage the annual budget and quarterly forecasts
- Provide business performance reports and analytics
- Assist with other business support activities as required
Requirements
- Bachelor's degree in Finance, Accounting, Economics, or a related field
- Recently qualified accountant (ACA/ACCA) status
- Experience in asset management or banking as a financial analyst or FP&A professional
- Advanced Excel skills and knowledge of financial planning and analysis concepts
What We Offer
We offer a competitive salary of £60,000 - £80,000 per annum and a range of benefits, including pension, health cash plan, and more.
In addition, we provide a supportive, approachable, and friendly working environment, along with flexible working options and ongoing professional development and training opportunities.
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