Financial Planning Analyst (Insurance Sector)

JR United Kingdom; London; On-site; GBP 79,000; Full time

Job summary

A leading global financial services organization is seeking a Financial Planning Analyst to join their finance team in London. This key role will support financial planning, forecasting, and contribute to strategic decision-making across multiple regions and legal entities. Ideal candidates will have strong analytical skills, experience in the insurance sector, and be proficient in financial planning tools.

Qualifications

• Experience in financial planning and analysis within the insurance sector.
• Proficiency in handling large data sets and model building.
• Attention to detail and commitment to data accuracy.

Responsibilities

• Support financial planning and forecasting across multiple units.
• Collaborate with finance partners for plan submissions.
• Monitor planning timelines and ensure adherence to milestones.

Skills

Analytical skills

Data interpretation

Communication

Interpersonal skills

Education

ACA, ACCA, or CIMA qualified

Tools

Excel

SAP

Anaplan

Power BI

Job description

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Financial Planning Analyst (Insurance Sector), London

Client:

Lorien

Location:

London, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

Job Views:

5

Posted:

16.06.2025

Expiry Date:

31.07.2025

Job Description:

Salary: Up to £79,000 + 15% Bonus

Permanent

Overview:

We’re working with a global financial services organisation looking for a Planning Analyst to join their high-performing finance team. This role plays a key part in supporting financial planning and forecasting across multiple regions and legal entities, contributing to strategic decision-making and performance management.

This is a great opportunity for a commercially minded finance professional with strong analytical skills and a collaborative approach to join a dynamic, international business.

Key Responsibilities:

• Support the delivery of financial planning and forecasting processes across multiple business units and regions.
• Develop core planning outputs and templates to support internal reporting and executive presentations.
• Collaborate with finance business partners and regional teams to ensure timely and accurate plan submissions.
• Assist in the development and maintenance of planning tools and systems.
• Monitor planning timelines and ensure adherence to key milestones.
• Provide analysis and insights to support ad hoc projects and strategic initiatives.
• Help document planning assumptions and maintain a clear audit trail of key decisions and drivers.
• Champion data quality and integrity throughout the planning cycle.
• Contribute to continuous improvement of planning processes and tools.

What We’re Looking For:

• ACA, ACCA, or CIMA qualified
• Experience in financial planning and analysis within the insurance sector.
• Strong understanding of the Insurance Sector.
• Strong analytical skills and a structured approach to data interpretation and reporting.
• Able to handle large sets of data, model building, and able to present effectively to non-technical stakeholders.
• Excellent communication and interpersonal skills, with the ability to work across functions and levels.
• Proficiency in Excel and familiarity with planning/reporting tools (e.g., SAP, Anaplan, Power BI).
• A proactive, self-starting mindset with the ability to manage multiple priorities and deadlines.
• Strong attention to detail and a commitment to data accuracy and process integrity.