FP&A Partner

Canada Life; Greater London; Hybrid; GBP 70,000 - 80,000; Full time

Job summary

An established industry player is seeking a skilled FP&A Partner to join their dynamic team. This role is pivotal in supporting financial planning and analysis functions, ensuring the business meets its financial targets while fostering collaborative relationships across various departments. The ideal candidate will possess a deep understanding of the financial services industry, bringing strong analytical skills and the ability to communicate effectively with stakeholders. Join a forward-thinking organization that values diversity and offers a comprehensive benefits package, including flexible working arrangements and professional development opportunities.

Benefits

Generous Pension Scheme

Private Medical Insurance

Life Assurance

Income Protection

Flexible Working Arrangements

Professional Development Opportunities

Qualifications

• Experience in financial planning and analysis within the insurance sector.
• Ability to build collaborative relationships across functions.

Responsibilities

• Support the Head of FP&A in delivering effective financial planning.
• Oversee forecasting, planning, and management reporting processes.

Skills

Part Qualified or Qualified Actuary/Accountant

Financial Services Industry Experience

Quantitative Business Analytical Skills

Risk and Financial Planning Skills

Stakeholder Management Skills

Education

Actuarial/Finance Qualification

Job description

Join to apply for the FP&A Partner role at Canada Life

Join to apply for the FP&A Partner role at Canada Life

Get AI-powered advice on this job and more exclusive features.

Location: London, Potters Bar, Bristol or Isle of Man (Hybrid working options available)

12 Month Fixed Term Contract

Canada Life UK looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcoming organisation.

Part of our parent company Great-West Lifeco, Canada Life UK has operated in the United Kingdom since 1903. We have hundreds of respected and supported employees committed to doing the right thing for our customers and colleagues.

Canada Life UK is transforming to create a more customer-focused business by providing our customers with expertise on financial and tax planning, offering home finance and annuities propositions, and providing collective fund solutions to third party customers.

Job Purpose

The FP&A Partner role supports a number of the core FP&A functions, namely:

• The production of the business plan and forecasting,
• Management of the P&L for the respective business,
• Acting as a point of liaison for the CFO and their Finance function with the business units and,
• d) providing insightful analysis of financial and commercial performance against Plan and forecast to both the UK management team and our parent company in Canada.

The FP&A Partner works closely with the Pricing and Distribution teams in each business to understand trading and commercial performance. In doing so, the Partner works with the Business Unit to ensure that the new business we are writing meets our return-on-investment targets and is aligned with our risk appetite.

The FP&A Partner also provides independent review and challenge of business performance – including how business initiatives and the benefits associated with them will support the competitive positioning and financial outlook for the business.

Duties/Responsibilities

Supports the Head of FP&A and Financial Performance Director to deliver an effective and credible FP&A function to the business. This requires the role holder to possess sufficient relevant expertise, experience and insight to manage the P&L and partner the relevant line of business.

Oversees the provision of smooth running and efficient forecasting, planning, analysis and management reporting process providing consistent and high quality information to support the respective business in making sound, strategic business decisions in respect of its operations including providing effective expense discipline (both BAU and projects).

Key outputs include:

• Management Information
• Annual budgeting and forecasting (including quarterly reforecasting)
• Commentary on Canadian earnings including analysis versus plan
• UK local entity reporting including UK GAAP /IFRS financial statements (as applicable) and Solvency II (if applicable)

Skills, Knowledge and Experience

• Part Qualified or Qualified Actuary/Accountant with good financial services industry experience including proven understanding of the marketplace and competitor environment in which the respective business unit operates.
• Ability to build collaborative relationships across functions and business to facilitate cooperation and information exchanges that improve customer and business outcomes
• Demonstrates strategic understanding of the life insurance industry
• Excellent quantitative business analytical skills
• Excellent risk, balance sheet and financial planning skills
• Ability to interpret and apply actuarial/finance techniques to business problems
• Strong communication and stakeholder management skills – able to address both technical and non-technical audiences in formal and informal setting
• Able to work successfully in a collaborative manner within a matrix organisational structure and framework.

Benefits of working at Canada Life

We believe in recognising and rewarding our people, so we offer a competitive salary and benefits package that’s regularly reviewed. As a Canada Life UK colleague, you’ll receive a competitive salary and comprehensive reward package including a generous pension and bonus scheme, along with, income protection, private medical insurance and life assurance. We have a fantastic number of other benefits and support services as well as regular personal and professional development.

How we work at Canada Life

Our culture is unique and incredibly important to us. We care about doing the right thing for our people, customers and community and helping others to build better futures. Our blueprint behaviours shape and influence how we work, and are central to the relationships we have with others. Every day we are encouraged to be more curious, own the outcome, face into things together and find a way forward.

We want colleagues to have rewarding careers with us so we invest in the development of our people, technology and workplaces. That’s why we offer a range of training, flexible working and opportunities to grow and develop.

Diversity and inclusion

Building an inclusive workplace with a diverse workforce where everyone can feel they belong and achieve their potential regardless of gender, ethnicity or any other characteristic is a key commitment for us. We are proud of the progress we’re making in DEI, and we continue for it to be a significant focus.

“At Canada Life we believe in the power of great people from different backgrounds, experiences and perspectives coming together to build better futures. Emerging talent is crucial to our growth and creating an environment that continues to inspire us all.” Nick Harding, Chief People Officer, Canada Life UK

We appreciate that everyone has different work and life responsibilities. We’re happy to discuss flexible working arrangements, including part time, for any of our roles should this be a requirement for you.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Insurance

Referrals increase your chances of interviewing at Canada Life by 2x

Sign in to set job alerts for “Financial Planning and Analysis Specialist” roles.

City Of London, England, United Kingdom 1 week ago

London, England, United Kingdom 3 weeks ago

London, England, United Kingdom 5 days ago

City Of London, England, United Kingdom £70,000.00-£80,000.00 6 days ago

Interim Head of Financial Planning & Analysis

London, England, United Kingdom £70,000.00-£70,000.00 1 month ago

Senior Associate, Financial Planning & Analysis - Workday Adaptive Planning

London, England, United Kingdom 1 day ago

Financial Planning and Analysis Process & Technology Expert (Remote EMEA, Remote Canada)

London, England, United Kingdom 1 day ago

London, England, United Kingdom 1 week ago

Woking, England, United Kingdom 2 weeks ago

London, England, United Kingdom 1 week ago

London, England, United Kingdom 2 months ago

Head of Financial Planning and Analysis (FP&A), Private Wealth Management

London, England, United Kingdom 6 days ago

Compliance Contract - Financial Planning

City Of London, England, United Kingdom 4 weeks ago

Senior FP&A Analyst (Bangkok based, relocation provided)

London, England, United Kingdom 1 week ago

London, England, United Kingdom 2 months ago

London, England, United Kingdom 2 months ago

London, England, United Kingdom 2 months ago

London, England, United Kingdom 2 months ago

London, England, United Kingdom 2 days ago

London, England, United Kingdom 2 months ago

London, England, United Kingdom 1 week ago

Senior FP&A analyst £90k London plus bonus

London, England, United Kingdom 1 month ago

London, England, United Kingdom 2 weeks ago

Sr. Finance Analyst – International FP&A

London, England, United Kingdom 1 week ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.