Portfolio Planner and Insights Manager

Aviva; Greater London; Hybrid; GBP 40,000 - 45,000; Full time

Job summary

A major financial services company seeks a Portfolio Planner and Insights Manager to turn data into actionable insights that influence strategic decisions. Responsibilities include shaping digital portfolio strategies and aligning with organisational goals while collaborating with senior stakeholders. The ideal candidate should possess advanced analytical skills, stakeholder engagement ability, and proficiency in planning methodologies. This role is based in Greater London with competitive salaries and numerous benefits provided to employees.

Benefits

Bonus opportunity - 10% of annual salary

Generous pension scheme up to 14%

29 days holiday plus bank holidays

Aviva-funded Private Medical Benefit

Up to 40% discount on Aviva products

Up to £1,200 of free Aviva shares per year

Flexible working arrangements

29 days holiday plus bank holidays

Wellbeing support and tools

Qualifications

• Advanced analytical skills are essential.
• Experience in planning methodologies and performance data interpretation is required.
• Strong stakeholder engagement abilities are important.

Responsibilities

• Shape strategic decisions through robust planning and analysis.
• Ensure digital portfolios align with organisational goals.
• Work closely with senior stakeholders to drive improvements.

Skills

Advanced analytical and problem-solving skills

Expertise in planning methodologies and performance data interpretation

Strong stakeholder engagement and influencing abilities

Ability to build dashboards and scenario models

Proficiency with digital tools and portfolio management systems

Job description

Portfolio Planner and Insights Manager

Salary: National £40000 - £45000, London: £50000 - £55000

Location: Norwich, Sheffield, York or London

Contract: 12 Months Fixed Term

This is a great job for someone who loves turning data into actionable insights and influencing strategic decisions.

Are you someone who thrives in a complex, regulated environment and enjoys collaborating across teams to drive meaningful change?

Do you love combining analytical expertise with strategic thinking to shape business direction

A bit about the job

You’ll play a pivotal role in shaping Aviva’s strategic decisions through robust planning and insightful analysis.

This role exists to make sure our digital portfolios align with organisational goals and regulatory requirements, helping us prioritise effectively and allocate resources where they matter most.

You’ll work closely with senior stakeholders and cross-functional teams, providing clear recommendations and driving continuous improvement in planning and reporting processes.

Skills and experience we’re looking for

• Advanced analytical and problem‑solving skills.
• Expertise in planning methodologies and interpreting performance data.
• Strong stakeholder engagement and influencing abilities.
• Ability to build dashboards and scenario models to inform prioritisation, define outcome metrics/OKRs, and track value realisation.
• Proficiency with digital tools and portfolio management systems; familiarity with agile ways of working.

Whatyou’llget for this role:

Our purpose – with you today, for a better tomorrow – is a promise we make to our colleagues too. And one of the ways we live up to that promise is by investing in you. We have so much to offer when it comes to being an Aviva colleague:

• Starting Salary: National £40000 - £45000, London: £50000 - £55000(depending on location, skills, experience, and qualifications).
• Bonus opportunity - 10% of annual salary Actual amount depends on your performance and Aviva’s.
• Generous pension scheme - Aviva will contribute up to 14%, depending on what you put in.
• 29 days holiday plus bank holidays, and you can choose to buy or sell up to 5 days
• Aviva-funded Private Medical Benefit to help you get expert support when you need it
• Make your money go further - Up to 40% discount on Aviva products, and other retailer discounts
• Up to £1,200 of free Aviva shares per year through our Matching Share Plan and share in the success of Aviva with our Save As You Earn scheme
• Brilliantly supportive policies including parental and carer’s leave
• Flexible benefits to suit you, including sustainability options such as cycle to work · Make a difference, be part of our Aviva Communities and use your 3 paid volunteering days to help others
• We take your wellbeing seriously with lots of support and tools
• Take a look to learn more. Put a salary into this calculator to see what your total Aviva Reward could be.

Aviva is for everyone:

• We’reinclusive and welcome everyone – we want applications from all backgrounds and experiences. Excited but not sure you tick every box? Even if youdon’t, we would still encourage you to apply. We also consider all forms of flexible working, including part time and job shares.
• We flex locations, hours and working patterns to suit our customers, business, and you. Most of our people are smart working – spending at least 50% of their time in our offices every week - combining the benefits of flexibility, with time together with colleagues.
• To find out more about working at Aviva take a look here

We’dlove it if you couldsubmityour application online.

If yourequirean alternative method of applying, please give Kirthi Kanikireddy a call on+447387534297or send an email to [e-mail]