Portfolio Management Analyst

AXA UK plc; Bournemouth; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leader in financial services based in the UK is seeking individuals for a pricing management role. The successful candidate will be involved in rolling out retention initiatives, making underwriting decisions, and building relationships within teams. Candidates should possess strong analytical and communication skills, with experience in pricing and claims. The role offers a competitive salary, annual bonus, and various employee benefits including a contributory pension scheme and private medical cover. A hybrid work model is also promoted.

Benefits

Competitive annual salary dependent on experience

Annual company & performance-based bonus

Contributory pension scheme (up to 12% employer contributions)

Private medical cover

25 days annual leave plus Bank Holidays

Qualifications

• Experience of pricing, underwriting, claims and other key drivers of performance.
• Understanding of the regulatory environment in which AXA Health operates.
• Appreciation of the dynamics of large organisations.

Responsibilities

• Rolling out retention initiatives into front line teams, implementing changes as needed.
• Delivering new business initiatives into Sales and Operational teams, making changes as needed.
• Making sound risk underwriting decisions for non-complex individual and SME referrals.

Skills

Analytical skills using Microsoft Excel

Outstanding communication skills

Self-motivated

Job description

We're making a significant investment in pricing capability with a comprehensive pricing transformation programme. This includes the implementation of new pricing software, market‑leading modelling, and performance monitoring approaches. Our pricing structure is more aligned to focus on the key disciplines of technical pricing, market pricing and pricing governance. As a result, several vacancies have arisen, with a need for strong data science, actuarial and governance skills. Do you have an interest in pricing portfolio management? If you have knowledge of pricing, underwriting, claims and other drivers of performance, this could be the role for you. You’ll roll out initiatives to front‑line and servicing teams, ensuring they operate as intended. You’ll make sound case‑by‑case risk underwriting decisions for individual and SME referrals, in line with relevant underwriting guides to further optimise performance. 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 either our Tunbridge Wells or Bournemouth offices, visiting clients or attending industry events.

What you’ll be doing:

• Rolling out retention initiatives into front line teams, implementing changes as needed.
• Delivering new business initiatives into Sales and Operational teams, making changes as needed.
• Making sound risk underwriting decisions for non‑complex individual and SME referrals in line with relevant underwriting guides and agreed timelines.
• Building strong relationships with other Pricing teams, Distribution and Servicing colleagues.
• Ensuring the customer impact is considered in all risk underwriting decisions, ensuring fair treatment of customers.

We acknowledge and appreciate the exceptional efforts of our people in protecting what matters most to our customers. In exchange we offer a series of core and supporting benefits designed to empower our people to thrive both professionally and personally. We believe in hiring people who possess the appropriate skills and values that align with our vision. Our selection process is fair and equitable, ensuring that all candidates have an equal opportunity to join us. We are dedicated to promoting diversity and inclusion, and we actively encourage applications from individuals of all backgrounds. As an Equal Opportunities Employer, we take pride in treating our employees and potential hires with respect and without discrimination based on any Protected Characteristics. AXA UK are recognised as a Disability Confident Leader. We actively encourage applications from people who face barriers in the workplace due to a disability or long‑term health condition. We participate in the Disability Confident “Offer of Interview” scheme.

Experience & Qualifications:

• Experience of pricing, underwriting, claims and other key drivers of performance.
• Understanding of the regulatory environment in which AXA Health operates.
• Appreciation of the dynamics of large organisations.
• Strong analytical skills using Microsoft Excel preferred.
• Outstanding communication skills.
• Self‑motivated.
• You 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.

What we offer:

• Competitive annual salary dependent on experience.
• Annual company & performance‑based bonus.
• Contributory pension scheme (up to 12% employer contributions).
• Life Assurance (up to 10 × annual salary).
• Private medical cover.
• 25 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.

Pre‑employment 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.

Screening & Conduct: This depends on the location of the role, and what works best for you and the interviewer. We’ll give you all the information you need to prepare for whichever format’s used for your interview.

We’ll send a candidate preparation pack before the interview to help you prepare.

Interview support & feedback:

For interview setup issues, please contact the Talent Acquisition contact or the interviewer. We aim to provide feedback as soon as the interview process allows.

Pre‑employment checks – Who is screened?

• Identity and address; qualifications; employment history; credit check; criminal record; directorships.
• If you think anything may affect these checks, please tell us.

Accessibility & accommodation:

As part of your application, you’ll be asked if you would like to “opt in”. To ensure ease of access, every job advert lists a responsible Talent Acquisition contact, who’ll be able to connect you with our Accessibility Concierge if you require any support.

Contact and reporting:

Should you wish to report any concerns, you can do this through: speak‑[e-mail]. This service is managed by an independent investigation team. Please note that this email address is not for dealing with job or application related queries.