Head of Financial Planning & Analysis

The opportunity 

We have an exciting opportunity for a Head of Financial Planning & Analysis to join us on the rewarding journey we’re taking here at Castle Trust Bank. As a fintech challenger bank, we provide specialist property mortgages, retail finance lending and savings accounts to a wide range of customers.

Reporting to the CFO, this is a senior leadership role responsible for shaping Castle Trust Bank’s financial strategy through high‑quality insight, robust planning and forward‑looking analysis. You’ll lead the Bank’s budgeting, forecasting and long‑term financial planning, delivering high‑quality insight and performance reporting to the Board and Executive Committee. Acting as a trusted advisor to the Executive team, you’ll provide commercial analysis, scenario modelling and investment appraisal to support strategic decision‑making, while driving continuous improvement in FP&A systems, reporting and automation. Over time, you’ll build and develop a high‑performing FP&A team.

Initially operating as a senior individual contributor, you’ll provide targeted insight across all areas of the organisation, with scope over time to build and lead a high‑performing FP&A team.

Working arrangements

This role is offered on a hybrid basis, with a minimum of three days per week in our Basingstoke office and the remainder worked from home. If you prefer to work more days in the office, that’s equally fine.

What we’re looking for in you…

You’ll be a commercially minded finance leader with strong analytical capability and the confidence to influence at executive level. You’ll combine deep technical expertise with the ability to communicate complex insights clearly, enabling informed strategic decision‑making in a regulated financial services environment.

Essential

• Fully qualified accountant (ACA, ACCA, CIMA or CFA)
• Proven experience in senior FP&A, commercial finance or finance business partnering roles
• Strong financial modelling, forecasting and data analysis skills
• Experience producing high‑quality management and Board‑level reporting
• Excellent stakeholder management and communication skills, with the ability to support and challenge at all levels
• Strong Excel skills and a clear understanding of best practice in financial planning and reporting

Desirable 

• Experience within financial services
• Prior experience building or leading FP&A teams

You’ll be a proactive self‑starter with a hands‑on, delivery‑focused approach, comfortable operating in a fast‑paced environment and committed to driving strong customer and commercial outcomes.

What’s in it for you…

As well as a competitive salary, we offer an annual performance‑related bonus based on individual and company performance. In addition, a generous contributory pension scheme through Hargreaves Lansdown, life assurance, 28 days annual leave (plus bank holidays on top) with the option to buy/sell up to 5 additional days (terms apply). In addition, you will receive an extra day paid annual leave for Volunteering.

Wellbeing is also high on our agenda, and we offer private healthcare through Bupa. In addition, all colleagues have free access to BHFS RISE EAP to support their health and wellbeing. We also offer free eye test vouchers and discounted gym membership, and if that’s not enough, we also offer season ticket travel loans (if applicable).

Caught your attention? If so, we’d love to talk to you and tell you more about what it’s like to work at Castle Trust Bank – The Place To Work!

Castle Trust Bank is an equal opportunity employer where we celebrate diversity and are committed to creating an inclusive environment for all our colleagues to thrive. We welcome applications from all and will not discriminate against any status or characteristic protected by law, always making hiring decisions based on merit.

We are proud to be a Disability Confident employer. If you are a person with a disability and meet the minimum criteria for the role, you will be offered an interview. If you require reasonable adjustments during the application process, please contact [email protected]