Job Detail

Financial Planning and Reporting Analyst

Others Full–time
ID: #8003
Posted: 2026-02-25
Salary

Description

About the Role Hours per Week: 37.5 Work Pattern: 8.30am – 5.00pm (Monday – Friday) Salary: £45,000 - £50,000 per annum Hybrid Working: Available after 2 months (up to 2 days WFH per week) It is an exciting time to join us at Redmayne Bentley. After recently celebrating our 150th year in business, we are embarking on the next stage of our firm-wide strategy to build, improve and develop upon our strong, historic foundations. Our Finance team is already playing a critical role in this, and we are looking for an experienced Financial Planning & Reporting Analyst to join this dynamic team and add their valuable knowledge and experience to the mix. Providing essential and valued support to our Finance Manager, you will be at the forefront of delivering robust financial insights and analysis for our Directors and Senior Managers. Your key responsibilities would be: • Production and Reporting of all aspects of our Financial Planning and Forecasting. • Development of dashboards and reporting packs to translate financial data into clear, actionable insights for decision‑makers across the business. • Conducting strategic and ad-hoc analysis into key strategic areas. • Analysis of financial results and variances, including the underlying drivers and their implications for the business. • Acting as a finance partner to senior management, helping them understand performance, cost drivers and financial implications of their decisions. • Supporting the production of business cases, including cost-benefit analysis and return-on-investment modelling. • Contributing to initiatives to improve the accuracy and efficiency of financial processes, including automation and system enhancements. This is not a client-facing role, your main communications will be with your departmental colleagues and other stakeholders from across the firm. We are looking for someone with both the qualifications and the ability to delivery valuable insights, who is keen to get stuck in and join a well-established and welcoming team. Further specific details about the role can be found in the job description attached to this advert. What we’re looking for Qualifications and Experience Essential • Passed ACCA or CIMA or actively working towards qualification. • Experience working within a Finance team and understanding of cost and revenue analysis. • Previous successful experience providing financial analysis. Desirable • Previous Finance experience within investment management or financial services. Skills & Behaviours • Sound knowledge of FCA and HMRC regulations. • Excellent verbal and written communication skills, using data and insight to support any analysis. • Advanced Microsoft office skills, specifically Excel and PowerPoint • Strong communication and influencing abilities, with the flexibility to adapt style and build strong rapport across diverse stakeholders. • Resilient under pressure, able to prioritise effectively and deliver high-quality outputs within critical deadlines. • Meticulous attention to detail, ensuring accuracy and reliability in all reporting and analytical work. • Collaborative team player, fostering a supportive environment and encouraging collective success. • Adaptable and resourceful, applying sound judgement and initiative to solve problems and drive continuous improvement. Candidate Guidance It is recommended that candidates use the supporting statement section of the application to tell us more about how they meet the criteria for this opportunity. The statement does not have to be overly long, but they are a valuable tool for the hiring panel to fully understand your abilities when shortlisting. Who We Are At Redmayne Bentley, our goal is to provide excellent personal investment services that enhance clients’ wealth. It is an exciting time to be part of our firm, having recently launched our new five-year business plan to improve, grow and accelerate. We will achieve this through seeking operational and productivity improvements, growing the investment management and financial planning services, leveraging and protecting existing income lines and considering new acquisition opportunities. As one of the UK’s largest independent investment management and stockbroking firms, we are committed to building a modern and diverse workplace where our people are offered unique opportunities to learn, grow and develop across the financial sector. Our friendly, inclusive and collaborative environment rewards hard work with generous perks and benefits, and we are genuinely committed to your wellbeing through our industry commended &You wellbeing framework. Our future looks more exciting than ever, come and share it with us.

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API Logs for this Job
Query Country Status Response ms Created
Financial Planning and Reporting Analyst fallback 402 2026-03-21 20:33
junior reporting analyst in Leeds gb duplicate 6617 2026-03-21 16:30
junior reporting analyst in United Kingdom gb processed 23303 2026-03-21 16:29
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  "job_description": "About the Role\n\nHours per Week: 37.5\n\nWork Pattern: 8.30am – 5.00pm (Monday – Friday)\n\nSalary: £45,000 - £50,000 per annum\n\nHybrid Working: Available after 2 months (up to 2 days WFH per week)\n\nIt is an exciting time to join us at Redmayne Bentley. After recently celebrating our 150th year in business, we are embarking on the next stage of our firm-wide strategy to build, improve and develop upon our strong, historic foundations.\n\nOur Finance team is already playing a critical role in this, and we are looking for an experienced Financial Planning & Reporting Analyst to join this dynamic team and add their valuable knowledge and experience to the mix.\n\nProviding essential and valued support to our Finance Manager, you will be at the forefront of delivering robust financial insights and analysis for our Directors and Senior Managers.\n\nYour key responsibilities would be:\n• Production and Reporting of all aspects of our Financial Planning and Forecasting.\n• Development of dashboards and reporting packs to translate financial data into clear, actionable insights for decision‑makers across the business.\n• Conducting strategic and ad-hoc analysis into key strategic areas.\n• Analysis of financial results and variances, including the underlying drivers and their implications for the business.\n• Acting as a finance partner to senior management, helping them understand performance, cost drivers and financial implications of their decisions.\n• Supporting the production of business cases, including cost-benefit analysis and return-on-investment modelling.\n• Contributing to initiatives to improve the accuracy and efficiency of financial processes, including automation and system enhancements.\n\nThis is not a client-facing role, your main communications will be with your departmental colleagues and other stakeholders from across the firm.\n\nWe are looking for someone with both the qualifications and the ability to delivery valuable insights, who is keen to get stuck in and join a well-established and welcoming team.\n\nFurther specific details about the role can be found in the job description attached to this advert.\n\nWhat we’re looking for\n\nQualifications and Experience\n\nEssential\n• Passed ACCA or CIMA or actively working towards qualification.\n• Experience working within a Finance team and understanding of cost and revenue analysis.\n• Previous successful experience providing financial analysis.\n\nDesirable\n• Previous Finance experience within investment management or financial services.\n\nSkills & Behaviours\n• Sound knowledge of FCA and HMRC regulations.\n• Excellent verbal and written communication skills, using data and insight to support any analysis.\n• Advanced Microsoft office skills, specifically Excel and PowerPoint\n• Strong communication and influencing abilities, with the flexibility to adapt style and build strong rapport across diverse stakeholders.\n• Resilient under pressure, able to prioritise effectively and deliver high-quality outputs within critical deadlines.\n• Meticulous attention to detail, ensuring accuracy and reliability in all reporting and analytical work.\n• Collaborative team player, fostering a supportive environment and encouraging collective success.\n• Adaptable and resourceful, applying sound judgement and initiative to solve problems and drive continuous improvement.\n\nCandidate Guidance\n\nIt is recommended that candidates use the supporting statement section of the application to tell us more about how they meet the criteria for this opportunity.\n\nThe statement does not have to be overly long, but they are a valuable tool for the hiring panel to fully understand your abilities when shortlisting.\n\nWho We Are\n\nAt Redmayne Bentley, our goal is to provide excellent personal investment services that enhance clients’ wealth.\n\nIt is an exciting time to be part of our firm, having recently launched our new five-year business plan to improve, grow and accelerate. We will achieve this through seeking operational and productivity improvements, growing the investment management and financial planning services, leveraging and protecting existing income lines and considering new acquisition opportunities.\n\nAs one of the UK’s largest independent investment management and stockbroking firms, we are committed to building a modern and diverse workplace where our people are offered unique opportunities to learn, grow and develop across the financial sector.\n\nOur friendly, inclusive and collaborative environment rewards hard work with generous perks and benefits, and we are genuinely committed to your wellbeing through our industry commended &You wellbeing framework.\n\nOur future looks more exciting than ever, come and share it with us.",
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