I’m currently looking for an FP&A Manager to join an established insurance client based in London. The role is available on either a permanent or fixed-term contract basis.
This is a hybrid position with an immediate start preferred.
Candidates must have prior experience within the insurance sector and hold the right to work in the UK.
The Financial Planning & Analysis Manager is responsible for overseeing financial planning activities, including budgeting and forecasting.
The role provides financial insight, analysis, and management information to support business performance monitoring and strategic decision-making across the organisation.
Role responsibilities –
- Develop, maintain, and enhance financial planning and forecasting models within the organisation’s planning system.
- Support the ongoing development and improvement of the planning system used across syndicate and corporate entities.
- Produce quarterly analysis and commentary on financial performance compared with budget or forecast for inclusion in management and board reporting.
- Perform detailed quarterly reviews of operating expenses across both syndicate and corporate structures.
- Prepare annual budgets and periodic re forecasts in collaboration with key stakeholders.
- Coordinate the preparation and submission of the annual Syndicate Business Forecast (SBF), including any revisions required, working closely with underwriting, actuarial, operational teams, and senior management.
- Provide oversight and delegate selected tasks to financial accountants within the finance function.
- Identify opportunities to streamline processes and improve efficiency within financial planning and reporting activities.
- Contribute to ad hoc financial analysis and special projects as required.
Required skills
- Strong attention to detail and the ability to communicate financial concepts clearly to non-finance colleagues.
- Well organised with a structured and methodical approach to work.
- Able to manage multiple priorities and deliver outputs within tight time frames
- Positive and proactive attitude with a willingness to support colleagues and collaborate across teams.
- Commitment to adhering to internal policies as well as relevant regulatory and compliance standards.
Qualifications and Experience
- Fully qualified accountant with approximately 2-4 years’ experience in a financial planning role within the insurance sector.
- Understanding of the Lloyd’s market and the regulatory environment in which it operates.
- Strong interpersonal and communication skills, with the ability to engage stakeholders at all levels.
- Advanced proficiency in Microsoft Excel.
- Experience using financial planning or forecasting systems.
