Financial Planning and Analysis Manager

AXA; Redhill; On-site; GBP 45,000 - 60,000; Full time

Job summary

A leading insurance and asset management firm in the UK is seeking a Financial Planning and Analysis Manager. This role involves developing financial forecasts, analyzing data to support decision-making, and collaborating across departments. Ideal candidates will have a Bachelor's degree in Finance or a related field, 1-3 years of financial analysis experience, and strong Excel proficiency. The position offers competitive salary and performance-based bonuses, along with opportunities for career development in a supportive environment.

Benefits

Competitive annual salary

Annual company & performance-based bonus

Group Personal Pension Plan

Life Assurance (4x Annual Salary)

Private Healthcare Benefit

Qualifications

• 1-3 years of experience in financial analysis or a similar role.
• Ability to work collaboratively in a team environment.
• A proactive mindset and willingness to learn in a fast-paced setting.

Responsibilities

• Assist in the development and preparation of financial forecasts and budgets.
• Analyze financial data, identify trends, and provide insights.
• Collaborate with various departments to gather financial information.

Skills

Financial analysis

Proficiency in Microsoft Excel

Strong analytical skills

Excellent communication

Education

Bachelor's degree in Finance, Accounting, Business Administration

Tools

Financial planning software

ERP systems

Job description

Overview

We're seeking a motivated and detail-oriented Financial Planning and Analysis Manager to join our dynamic team. If you're passionate about financial strategy and analysis, and you're looking for a role that encourages growth and collaboration, we want to hear from you. Our ambition is to become one of the most inspiring companies to work for, as such we're committed to supporting employee needs, providing meaningful career development and celebrating differences. We understand that everyone has individual work and home life responsibilities, therefore we're happy to discuss flexible working arrangements for this role, should this be a requirement for you.

Responsibilities

• Assist in the development and preparation of financial forecasts and budgets
• Analyze financial data, identify trends, and provide insights to support decision‑making
• Collaborate with various departments to gather relevant financial information and ensure alignment with organizational goals
• Prepare regular financial reports for management, highlighting key performance indicators and actionable recommendations
• Support month‑end and year‑end closing processes, ensuring accuracy and timely reporting
• Participate in financial modeling and scenario analysis to evaluate potential business opportunities
• Help streamline financial processes and contribute to continuous improvement initiatives
• Provide support during audits and ensure compliance with financial regulations

Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field
• 1-3 years of experience in financial analysis or a similar role
• Proficiency in Microsoft Excel and financial modeling techniques
• Strong analytical skills with a keen attention to detail
• Excellent communication skills – both written and verbal
• Ability to work collaboratively in a team environment and build relationships across departments
• A proactive mindset and a willingness to learn and adapt in a fast‑paced setting
• Experience with financial planning software or ERP systems is a plus

Company Background

AXA Group is the world‑leader in insurance and asset management. We protect and advise our clients at every step in their lives, by offering products and services which satisfy their needs in the areas of insurance, personal protection, saving and asset management. AXA is the leading insurance brand worldwide, with over 100 million clients. We are transforming from payer to partner for our client, with a strong focus on risk prevention. AXA Partners is an AXA transversal business unit offering a wide range of solutions in assistance services, travel insurance and credit protection. AXA Partners' role is also to implement innovative solutions emerging from the AXA Innovation unit. Combining passion with advanced expertise, we design and deliver worldwide solutions for partners and communities. We protect what matters, when it matters.

Benefits

• Competitive annual salary
• Annual company & performance‑based bonus
• Group Personal Pension Plan
• Life Assurance (4x Annual Salary)
• Private Healthcare Benefit