Financial Partnering, Planning and Analysis Assistant

Employer: Alzheimer's Society

Location: Home Based

Working hours: 35 hours per week

Salary: £24,651 - £26,650 Per Annum  

Closing date: Sunday 5th April

  • What if you could launch your finance career at one of the UK's leading charities, gaining hands-on experience across financial planning, analysis and business partnering, all while working towards a professional qualification? As part of our Finance & Assurance team, you'll provide the financial insight that drives smarter decisions and helps maximise our impact for people affected by dementia.

    About the opportunity

    As a Financial Partnering, Planning and Analysis (FPPA) Assistant, you'll join our Finance & Assurance directorate in a developmental, rotational role. Through structured rotations across financial partnering, financial planning and financial analysis, you'll build a broad foundation of skills and experience that few early-career finance roles can offer.

    Day to day, you'll support the delivery of financial reports, forecasts and insight, working alongside Finance Business Partners and analysts. You'll help colleagues across the organisation make sense of financial information, turning numbers into clear, actionable stories that support confident decision-making.

    This is an entry-level role designed for recent graduates, those with early career experience, and career changers. We're looking for people who are ambitious to grow. The expectation is that successful candidates will undertake relevant training and professional qualifications (such as AAT, CIMA or ACCA), with protected study time, and progress within the finance function over time.

    We're looking for someone who exemplifies our values: Determined to make a difference when and where it matters most, a Trusted Expert who believes in working Better Together and demonstrates true Compassion.

    About you

    You enjoy working with data, solving problems and picking up new skills. You're organised, proactive and just as comfortable working independently as you are collaborating with others. Most importantly, you're motivated to build a career in finance and genuinely curious about how financial insight drives better decisions and outcomes.

    You'll have

    • 3 x A Levels or equivalent (a degree, apprenticeship or equivalent experience would be advantageous).

    • A strong interest in developing a career in finance.

    • Good written and verbal communication skills, with the ability to explain information clearly to different audiences.

    • Effective organisational skills and attention to detail.

    • Confidence working with data, numbers or spreadsheets.

    • A proactive mindset and willingness to learn new systems, tools and processes.

    • The ability to work collaboratively with colleagues across teams.

    Desirable:

    • Level 2 AAT qualification (or equivalent).

    • Some work experience in a finance function.

    What you'll focus on

    • Supporting the preparation of financial reports, forecasts and analysis for directorates and teams.

    • Assisting with budgeting and forecasting cycles, including data collection and validation.

    • Analysing financial data to identify trends, insights and areas for improvement.

    • Supporting financial modelling and scenario analysis to inform decision-making.

    • Translating financial information into clear, accessible formats for non-finance colleagues.

    • Maintaining accurate financial records, files and documentation.

    • Contributing to clear, engaging finance communications, including guidance, templates and internal materials.

    • Contributing to improvements in financial processes and ways of working.

    Important Dates

    • Advert closes: Sunday 5th April

    • Task issued to shortlisted candidates: Wednesday 16th April

    • Interview invitations issued by: Wednesday 23rd April

    • Interviews take place: Week commencing 27th April

    Please note that this post be subject to a satisfactory Basic Criminal Records Check, from either the Disclosure and Barring Service (England & Wales), Disclosure Scotland Check (Scotland) or AccessNI (Northern Ireland). If you require further information regarding Criminal Records Check, then please contact: careers@alzheimers.org.uk.

    About Alzheimer's Society

    Dementia is the UK's biggest killer. One in three people born in the UK today will develop dementia in their lifetime.

    At Alzheimer's Society, we're the UK's leading dementia charity and the only one to tackle all aspects of dementia by giving help and hope to people living with dementia today and in the future. We give vital support to people facing the most frightening times of their lives, while also funding groundbreaking research and campaigning to make dementia the priority it should be.

    Tog
    ether with our supporters, we're working towards a world where dementia no longer devastates lives.

    Our values make sure that our focus is clear for the challenges and opportunities ahead and remind us of what we all stand for.

    Our commitment to Equity, Diversity, Inclusion & Belonging

    We need to ensure the voices around our table better reflect and understand the communities we exist to serve. We strongly encourage individuals to apply who have a disability, impairment or health condition or individuals who identify as Black, Asian or from another minority ethnic background, as these groups are currently under-represented at Alzheimer's Society.  

    We
    want everyone we work with, as a colleague, volunteer, supporter, or someone we support, to feel included and that they belong at Alzheimer's Society. 

    Our Equity, Diversity and Inclusion Strategy here along with our internal employee forum and Employee Lived Experience network groups help us promote inclusion and belonging, becoming an engaged and inclusive organisation for all our people.

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