Job Description
Compensation
· Salary: £65,000 – £120,000 (dependent on experience and demonstrated capability)
· Annual Bonus: Up to 10% annual bonus, linked to company performance and individual contribution (discretionary / non-contractual)
Location
Home worker based, with travel expected on an ad-hoc basis in line with client requirements.
Job Overview
Planning Specialists at Plan Assist are trusted advisors who help organisations improve how they plan, forecast, and make decisions.
The role combines business planning expertise, delivery leadership, and sound judgement. You will work closely with senior client stakeholders, helping them shape planning approaches that balance accuracy, usability, adoption, and long-term ownership.
Planning Specialists are expected to think critically, challenge assumptions constructively, and take responsibility for outcomes. This is a role for someone who enjoys complexity, cares about quality, and wants to be known for doing the right thing, for the client and for the firm.
You will operate with a high degree of autonomy, supported by a small, experienced team, and will be trusted to represent Plan Assist professionally in client-facing situations.
Why Join Plan Assist
· You’ll work in a small, elite team with high trust and high standards
· You’ll be expected to think, lead, and take responsibility
· You’ll develop depth of craft that compounds over your career
· You’ll be part of a firm that wants to be known for excellence, not noise
How Success Is Measured
Success in this role is defined by:
· Client adoption and long-term ownership of what you help deliver
· Quality and robustness of planning solutions
· Strength and durability of client relationships
· Judgement shown under ambiguity or pressure
· Contribution to the team’s overall standard and reputation
What We’re Looking For
We’re looking for planning specialists who share our values and bring real, applied experience.
You are likely someone who:
· Has an accounting background, either qualified, part-qualified, or qualified by experience
· Has hands-on FP&A experience, ideally within complex or fast-moving organisations
· Has worked with modern planning platforms (e.g. Workday Adaptive Planning, Pigment, or similar) and is comfortable designing and working with real-world planning models
· Is confident advising clients and challenging assumptions constructively; not a wallflower, but not abrasive
· Builds trust and strong relationships through clarity, empathy, and professionalism
· Thinks beyond tasks to outcomes; asking what does this mean for the client, the project, and the long term?
· Is commercially aware, with a clear understanding of how decisions impact delivery, client trust, and reputation
· Communicates clearly, builds rapport naturally, and handles pressure well
· Is proactive, accountable, and comfortable operating in a small, senior, high-trust team
Strong product (EPM) experience is important.
While we invest in development, we’re looking for people who already have solid, practical experience with planning technology, as it underpins everything else we do; from advisory conversations to delivery confidence.
What You’ll Be Responsible For
Business Planning & Client Advisory
· Advising clients on how they should plan, not just asking what they want us to do
· Applying and combining planning approaches (top-down, bottom-up, driver-based, scenario planning, forecasting cadence) based on context and maturity
· Leading or contributing to workshops, design sessions, and delivery workstreams
· Balancing planning quality, usability, adoption, and commercial reality
· Building strong, long-term client relationships through sound judgement and clear communication
Solution Design & Product Application
· Designing and applying robust, scalable planning solutions using platforms such as Workday Adaptive Planning and Pigment
· Translating business questions into effective model structures and solution designs
· Applying best-practice architecture while avoiding unnecessary complexity
· Contributing to peer review and continuous improvement of solution quality
Sales & Commercial Contribution (Optional)
· Participating in sales activity in a planning-led, delivery-protective way
· Supporting discovery, solution shaping, demos, and proposals
· Helping ensure the work we sell is work we are proud to deliver
· Building credibility with prospects through clarity, honesty, and confidence
Demo & Storytelling (Optional)
· Contributing to or delivering demos that focus on business problems and outcomes, not feature walkthroughs
· Using the product to support a compelling narrative, not replace it
· Building rapport, trust, and confidence through clear communication
Integration Awareness
· Understanding common integration patterns within planning ecosystems
· Communicating data requirements, ownership, and limitations clearly
· Recognising when integration complexity or risk requires escalation
Compensation & Benefits
At Plan Assist, we believe that the success of our company is directly tied to the wellbeing, growth, and satisfaction of our people. We’re not just building financial models and planning solutions, we’re building a business that reflects the values we care about: ownership, trust, curiosity, and continuous improvement.
Since our founding, we’ve been intentional about doing things differently. We don’t believe in offering generic, one-size-fits-all benefits or ticking boxes just to appear competitive. Instead, we aim to design meaningful, high-impact perks that genuinely enhance the lives of our team; both inside and outside of work. Our benefits are a direct extension of who we are as a company, what we believe in, and how we work together.
We are a small but ambitious team, growing fast and taking on significant challenges and doing it with heart. Every member of our team plays a key role in our success, and we want to create an environment where people feel empowered, supported, and excited to contribute. That means investing not only in your career development, but also in your health, your personal goals, your learning, your relationships, and your sense of purpose.
Compensation
· Salary: £65,000 – £120,000 (dependent on experience and demonstrated capability)
· Annual Bonus: Up to 10% annual bonus, linked to company performance and individual contribution (discretionary / non-contractual)
Benefits & Support
· Private medical insurance, fully funded by the company for you + family
· Electric vehicle leasing scheme, available through salary sacrifice
· Competitive pension scheme with employer contribution
· Enhanced sick pay, with additional long-term income protection
· Health & wellbeing allowance, supporting ongoing physical and mental wellbeing
· Home office setup allowance, reflecting our remote-first model
· Personal skills allowance, encouraging learning and development beyond work
· Business and learning fund, supporting curiosity, judgement, and long-term thinking
· Family & friends appreciation allowance, recognising the importance of life and support networks outside work
· Flexible working, built on trust, autonomy, and outcomes rather than presenteeism
As a small team, our benefits are shaped deliberately by us, individually and collectively, based on what genuinely supports our work and our lives. They’re designed to evolve as we do, rather than remain static or generic.
About Plan Assist
Plan Assist is a UK-based specialist consulting firm focused on business planning excellence. We help organisations improve how they plan, forecast, and make decisions across financial, workforce, operational, and commercial planning.
We work with complex, fast-moving businesses where planning quality genuinely matters, including elite motorsport environments and other “failure-is-not-an-option” organisations. In these settings, planning is not an academic exercise; it directly impacts performance, outcomes, and reputation.
We are certified partners of Workday (Adaptive Planning) and Pigment, and we were awarded Pigment Partner of the Year (EMEA) 2026. This recognition reflects not just technical capability, but the consistency and quality of the outcomes we deliver for our clients.
That said, technology is not our differentiator.
Our differentiation is our people and the way we work.
We lead with planning insight first; how an organisation should plan, govern, forecast, and make decisions, and then apply technology pragmatically to support that. We optimise for adoption, ownership, and long-term success, not just go-live milestones.
How We Work
Plan Assist is intentionally a small, elite team.
Every team member is trusted, expected to be proactive, and held to a high standard. We don’t rely on hierarchy, titles, or rigid process to create quality. Instead, we expect people to apply judgement, take responsibility, and act in the best interests of the client and the firm.
This means:
· Owning outcomes, not just tasks
· Protecting delivery quality and reputation
· Building long-term client relationships, not transactional wins
· Continuously raising the bar in our individual and collective craft
This is not an environment for passengers.
It is an environment for people who want autonomy, responsibility, and to be known for excellence.
Our Company Values:
- Humanity – We are human first.
- Reliability – Reliable in all our actions and words.
- Authenticity – Act purely and sincerely within our customers business and our own.
- Delivery Results – Client satisfaction is our highest aim.
- Accountability – We always act comprehensively and verifiably.
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