Senior Financial Planning Analyst

AXA UK; Tunbridge Wells; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading global insurance provider is looking for a Senior Financial Planning Analyst in Tunbridge Wells. The role involves leading financial performance reporting, collaborating across teams, and ensuring governance in financial reporting processes. Ideal candidates will have a financial analysis background, strong numeracy, and communication skills. Enjoy a competitive salary, performance bonuses, and flexible working options.

Benefits

Competitive salary

Performance-based bonus

Contributory pension scheme

Life Assurance

Private medical cover

28 days annual leave

Wellbeing services

Qualifications

• Experience in financial analysis preferably in the insurance or financial services sector.
• Excellent numerate skills with a focus on accuracy.
• Knowledge of IFRS 17 and reserving principles is advantageous.

Responsibilities

• Lead IFRS 17 financial performance reporting including commentary on variances.
• Build relationships with Finance and Actuarial teams for reliable reporting.
• Manage a central store for plans and forecasts with governance.

Skills

Financial analysis

Attention to detail

Communication skills

Business acumen

Proficiency in Microsoft Office

Education

ACA, CIMA or ACCA qualification

Job description

Description

We’re excited to introduce a new opportunity for a Senior Financial Planning Analyst to join the innovative AXA - Global Healthcare team in Tunbridge Wells on a full-time, permanent basis. In this key role, you’ll deliver accurate, insightful, and impactful financial performance reporting primarily to AXA - Global Healthcare CFO, Executive Committee and to the AXA Group. Collaborating closely with Finance, Reserving, and Actuarial teams, in this newly created role, you’ll help shape and improve our reporting processes and ensure high standards of governance across our financial reporting. If you’re passionate about financial performance reporting and eager to make a real difference within a forward-thinking global organisation, we’d love to hear from you! Join us and be part of a team that values your expertise and supports your growth.

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 one of our office locations, visiting clients or attending industry events. We’re also happy to consider flexible working arrangements, which you can discuss with Talent Acquisition.

What you’ll be doing:

• Leading IFRS 17 financial performance reporting for actuals, budgets and reforecasts, including insightful commentary on variances.
• Building sound relationships across Finance, Reserving, and Actuarial teams to produce reliable and insightful reporting to AXA - Global Healthcare CFO and Executive Committee, and to the AXA Group.
• Managing a central store for actuals, plans, and forecasts with robust controls and governance.
• Delivering accurate and timely IFRS 17 calculations during budget and reforecasts, in compliance with the standard, group and industry updates.
• Creating and maintaining a risk & opportunity log to support effective performance management and continuous improvements of our processes and tools.

Due to the number of applications we expect to receive for this role, we reserve the right to close this advert earlier than the listed closing date to ensure we’re able to effectively manage interest. Therefore, if you’re interested in joining us at AXA, please don’t hesitate to apply.

We know that some candidates may be discouraged from applying if they don't meet every requirement. If you’re excited by this job and the prospect of working at AXA but you’re not sure you tick every box, we’d still encourage you to apply.

What you’ll bring:

• Prior experience in a financial analysis role with sound technical skills, preferably within the insurance industry or financial services sector.
• Highly numerate with excellent attention to detail and accuracy.
• ACA, CIMA or ACCA qualified would be desirable.
• IFRS 17 technical knowledge together with a sound understanding of reserving or capital modelling principles would be advantageous.
• Excellent verbal and written communication and interpersonal skills.
• Business and commercial acumen.
• Ability to work in a fast-paced environment and to prioritise effectively to meet deadlines.
• Proactive, motivated, and adaptable with a “can-do” attitude.
• Proficiency in Microsoft Office (Excel, PowerPoint, Word).

As a precondition of employment for this role, you must be eligible and authorised to work in the United Kingdom.

What we offer:

At AXA UK, we’re appreciative of the people who work for us and our rewards package is reviewed regularly to reflect that. You can expect to receive:

• Competitive annual salary dependent on experience.
• Annual company & performance-based bonus.
• Contributory pension scheme (up to 12% employer contributions).
• Life Assurance (up to 10 x annual salary).
• Private medical cover.
• 28 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.

To apply, click on the ‘apply for this job’ button, you’ll then need to log in or create a profile to submit your CV. We’re proud to be an Equal Opportunities Employer and don’t discriminate against employees or potential employees based on protected characteristics. If you have a long-term condition or disability and require adjustments during the application or interview process, we’re proud to offer access to the AXA Accessibility Concierge. For our support, please send an email to [e-mail].

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Who we are:

Proud to be part of the AXA Group, AXA – Global Healthcare specialise in supporting the healthcare needs of globally mobile citizens, around the world. From a routine medical check up to a lengthy hospital stay, individuals and businesses have relied on the global support and protection we offer, for more than 55 years. Today, we support members living in more than 200 countries from our global hubs in the UK, Europe, Asia, India, USA and Middle East.