Financial Planning & Analysis Business Partner

AXA UK plc; Royal Tunbridge Wells; Hybrid; GBP 40,000 - 55,000; Full time

Job summary

A leading health insurance provider is seeking a Financial Planning and Analysis professional in Royal Tunbridge Wells. In this vital role, you'll analyse financial results, support strategic planning, and drive improvements in financial reporting. Strong commercial acumen and advanced proficiency in Excel and Access are essential. You'll work closely with stakeholders and balance your time between home and the office. Competitive salary and benefits, including a pension scheme and healthcare coverage, are offered.

Benefits

Competitive annual salary

Annual company & performance-based bonus

Contributory pension scheme (up to 12% employer contributions)

Life Assurance (up to 10 × annual salary)

Private medical cover

28 days annual leave plus Bank Holidays

Opportunity to buy up to 5 extra days leave

Qualifications

• Proven analytical skills to identify and explain financial variances.
• Excellent relationship management skills to maintain business networks.
• Ability to work under tight deadlines and handle pressure.

Responsibilities

• Prepare financial results messaging summarizing performance.
• Analyse results to identify gaps between performance and targets.
• Support the annual strategic financial planning process.
• Deliver reporting requirements for stakeholders and ExCom.

Skills

Strong commercial acumen

Analytical skills

Relationship management

Negotiation and influencing

Problem-solving

Advanced Excel proficiency

Experience with reporting databases

Tools

Anaplan

PowerBI

Excel

Access

Job description

Join AXA Health as a key part of our Financial Planning and Analysis team, where you'll play a vital role in shaping the financial success of our business. In this role, you'll apply your business acumen to produce insightful reporting on financial results and KPIs, co‑ordinate our strategic planning and rolling forecasts, and drive continuous improvements in financial management information. Working closely with stakeholders across the organisation, you'll ensure our financial insights remain relevant and support us in tracking progress against our business targets and objectives. If you're passionate about leveraging financial data to influence strategic decision‑making, this is an exciting opportunity to make a real impact at AXA Health. At AXA we work smart, empowering our people to balance their time between home and the office in a way that works best for them, their team and our customers. You'll work at least two days a week (40%) away from home, moving to three days a week (60%) in the future. Away from home means either attendance at one of our office locations, visiting clients or attending industry events.

Responsibilities

• Prepare financial results messaging and commentary summarising performance against prior results and targets, highlighting implications for business goals.
• Analyse results to identify gaps between actual performance and targets, providing insights into key performance drivers.
• Deliver all reporting requirements for Health ExCom, Group reporting, and local stakeholders.
• Support the annual strategic financial planning process by coordinating inputs from the Strategy, Pricing, and Distribution teams.
• Assist in producing in‑year forecasts (half‑year and full‑year) and ad‑hoc analysis to support business planning.
• Develop dynamic financial MI and analysis to provide clear insights into performance drivers and emerging risks or opportunities.
• Identify potential risks and opportunities to enable proactive mitigations and ensure targets are met.
• Deputise for the FP &A Manager and collaborate with the wider team to maintain efficient financial processes for results, control, reporting, and forecasting.

Application Requirements

• You’ll need to show you meet the essential criteria as detailed in the job advert or job description.
• You don’t need to share the details of your long‑term health condition or disability for your application to be considered under this scheme.

As part of your application, you will be asked if you would like to ‘opt in’. To ensure ease of access, every job advert lists a responsible Talent Acquisition contact who will be able to connect you with our Accessibility Concierge if you require any support. Screening & Conduct: As a regulated financial services company, all successful candidates will be subject to pre‑employment checks. Additionally, adherence to the Prudential Regulation Authority’s (PRA) Insurance Conduct Standards and the Financial Conduct Authority’s (FCA) Conduct Rules will be required. The format of the interview (in‑person or virtual) will depend on the location of the role and what works best for you and the interviewer; we will provide all the information you need to prepare for whichever format is used. If you’re struggling to connect to your online interview, please contact the person who arranged your interview or the Talent Acquisition contact for assistance. Feedback will be provided by phone or email, and a candidate preparation pack will be sent before the interview.

Qualifications

• Strong commercial acumen, ideally within the private health market, with proven analytical skills to identify and explain variances and trends.
• Excellent relationship management skills to maintain a robust business information network.
• Negotiation and influencing abilities to manage business MI delivery and collaborate with non‑finance colleagues on forecasts and plans.
• Strong problem‑solving skills to resolve data issues and identify drivers behind financial trends.
• Advanced proficiency in Excel and Access, with experience working with reporting databases.
• Ability to work under tight deadlines and handle pressure around key deliverables.
• Experience with Anaplan and PowerBI is advantageous.
• Understanding of the insurance sector, accounting principles, and presenting complex financial data is preferred.

As a precondition of employment for this role, you must be eligible and authorised to work in the United Kingdom.

About AXA Health

At AXA Health, we’re passionate about helping our members put their health first, whether that’s individuals and families, small businesses, or large corporates. From fast access to diagnosis and treatment to guidance and tools that help them manage health daily, our members can feel confident we’ll guide them every step of the way. Our culture fosters trust, respect and care, and we’re committed to supporting employee needs, meaningful career development, and celebrating differences. AXA is a fair and inclusive employer; we encourage applications from all backgrounds and provide a safe way to report inappropriate behaviour or processes through the speak‑up email or hotline.

Benefits

• Competitive annual salary
• Annual company & performance‑based bonus
• Contributory pension scheme (up to 12% employer contributions)
• Life Assurance (up to 10 × annual salary)
• Private medical cover
• 28 days annual leave plus Bank Holidays
• Opportunity to buy up to 5 extra days leave or sell up to 5 days leave
• Wellbeing services & resources
• AXA employee discounts

Will you hear back after your interview? We aim to provide feedback as soon as the interview process allows, though the time period will vary depending on the role. If you have questions about your offer or need to discuss your package, touch base with your Talent Acquisition contact at offer stage. Background checks will occur after the offer and include verification of identity, address, qualifications, employment history, credit, criminal record and directorships. If you believe anything could affect these checks, please let us know.