Trading & Reporting Manager

AXA; Tunbridge Wells; Hybrid; GBP 70,000 - 95,000; Full time

Job summary

AXA Health is seeking a strategic Trading and Reporting Manager to oversee trading activities, portfolio management and performance reporting. You will work closely with senior leadership to align trading actions with growth and financial targets.

The role involves budgeting, expense management, and delivering insights through dashboards and reports. A hybrid work arrangement is expected with office and client engagement as needed.

Qualifications

• Maths A-level or a numerate degree is required.
• Experience in trading management and portfolio planning is preferred.
• Strong analytical, financial and reporting skills using Excel/PowerPoint.
• Effective stakeholder management with senior leaders is essential.
• Attention to detail with the ability to manage multiple priorities.
• Commercial acumen with strategic thinking is key.
• Ability to operate in a fast-paced environment.

Responsibilities

• Collaborate with Directors to define and refine trading strategies aligned with growth objectives.
• Lead strategic planning, phasing and reforecasting processes across the year.
• Oversee trading portfolio and monitor performance against targets.
• Optimise trading opportunities and allocate resources via performance management.
• Develop and improve the Distribution Dashboard and variance analyses.
• Lead budgeting and expense management with Finance and cost centres.
• Present trading and financial metrics to senior leadership for decisions.

Skills

Maths A-level

Data analysis

Strategic thinking

Analytical skills

Stakeholder management

Education

A-level Maths or numerate degree

Tools

Excel

PowerPoint

Anaplan

Job description

About AXA:

AXA is a global leader in insurance and financial services, dedicated to helping customers protect what matters most to them. As the sixth-largest insurance company in the world, we provide a wide range of services, including health, car, home, and business insurance. We support millions of customers worldwide, helping them navigate life's uncertainties with confidence.

AXA Health supports members to put their health first, from individuals to huge corporates, with fast access to diagnosis and treatment when they need it.

Job overview:

We’re seeking a strategic and analytical Trading and Reporting Manager to join the team in AXA Health to execute and monitor performance against our Distribution strategy. You’ll provide crucial oversight of our trading activities, from portfolio management and planning to performance tracking. Working closely with senior leadership, you’ll provide insightful analysis and reporting that drives key business decisions, ensuring we meet our ambitious growth and financial targets.

Key responsibilities:

• Collaborate with Directors to define, implement and refine trading strategies aligned with AXA Health’s growth objectives.
• Lead strategic planning, phasing and reforecasting processes throughout the year.
• Oversee the trading portfolio, monitoring key initiatives and tracking performance against targets.
• Optimise trading opportunities and resource allocation through performance management.
• Manage and improve the Distribution Dashboard, producing regular performance reports and variance analyses.
• Lead budgeting and expense management, working with Finance and cost centre owners to monitor performance and identify cost‑saving opportunities.
• Ensure all activities are delivered within budget, including managing specific savings initiatives.
• Act as a key stakeholder interface, presenting trading and financial metrics to senior leadership to inform decision‑making.

Work arrangements:

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 attending the office, visiting clients or attending industry events.

Your skills & experience:

• A strong foundation in mathematics, demonstrated by an A-level in Maths or a degree in a numerate discipline (e.g., Mathematics, Finance, Economics, Business Administration).
• Experience in trading management, portfolio management and strategic planning, ideally within a relevant industry.
• Analytical, financial and reporting skills, with high proficiency in data analysis and Microsoft Office tools, especially Excel, PowerPoint and financial systems such as Anaplan.
• Effective stakeholder management and relationship‑building skills, with the ability to influence and communicate complex information clearly to senior leaders.
• A self‑motivated and energetic team player with a keen eye for detail.
• Ability to manage multiple priorities effectively and work well under pressure.
• Strong commercial acumen combined with analytical expertise.
• Demonstrated ability to apply strategic thinking and drive results in a fast‑paced environment.

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

This position has been defined as an Insurance Distribution Directive (IDD) role under the IDD regime which means that in addition to pre‑employment screening checks, the successful candidate will be subject to background screening every 4 years with an annual declaration in interim years.

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