Financial Planning Assistant

Main Tasks and Responsibilities

Based in our Bradford on Avon office and supporting the Finance Planning Analyst and Finance Manager (FM), your tasks shall include but will not be limited to:

Budgets / MTR process:

  • Setting up the document management system (DMS) structure for each budget / MTR cycle.
  • Managing / policing the DMS process, from ‘cradle to grave’
  • Taking appropriate minutes for each review meeting
  • Responsibility for maintaining the Excel integrity of the cost centre input workbooks (data / formulas)
  • Ad hoc tasks requested by the Financial Planning Analyst/FM
  • Supporting improvements, including efficiency, auditability, documentation, single point of failure

Cost management:

  • Key concept here is “if you can measure it, you can manage it”
  • Reporting to cost centre managers on their costs
  • Working with Financial Accounts to correct miscodes, agree line-by-line GL detail, align cost understanding
  • Supporting monthly cost centre meetings to discuss costs, variances, and action plans
  • Supporting cost reduction exercises, including reporting to management
  • Supporting improvements, including efficiency, auditability, documentation, single point of failure

Achieving success in the role will be indicated by performance on tasks such as:

Adherence to HICSE Business Management System


Key Skills and Experience
Good knowledge of budgeting and cost control experience
AAT part qualified / qualified
Good knowledge of Sage 50
Advanced Excel user
Very good attention to detail with strong organisation skills
Ability to work under pressure and deliver outputs in tight timescales
Excellent communication skills
Experience in maintaining safeguards / validation checks in Excel
Able to work independently and as part of a team
Work closely with cost centre managers, whilst maintaining the independence of a Finance Professional
Ability to clearly explain financial concepts to non-financial people
Experience of using and / or creating Excel models


Benefits Package
Company Funded Benefits

  • Market competitive salary and discretionary bonus scheme
  • Generous holiday entitlement – with the option to buy up to an additional 37.5 hours per year
  • A Holiday Banking scheme allowing you to bank untaken holiday to use another year
  • Group Personal Pension
  • Private Medical Insurance with self-funded option to increase cover to include family members
  • Employee Assistance Programme available to all employees
  • Personal Accident Insurance

Voluntary Benefits (funded by employee)

  • Cycle To Work
  • Gym Membership
  • Dental Insurance with option to include dependent children
  • Health screening


To apply for this role, please click here