Financial Planning Specialist

1 month ago


Tunbridge Wells, Kent, United Kingdom AXA Group Full time

A key role within AXA Health has become available to take ownership of strategic financial planning, budgeting, and performance analysis.


You will support AXA Health executives to achieve financial results and manage stakeholder understanding of business performance within the wider AXA UK and AXA Group.


You will need strong leadership skills to effectively manage a small team and continuously evolve financial MI and analysis of performance to identify emerging performance trends and any potential impact on achieving targets.


About the Role



  • Own the communication of financial results to summarise current performance and the future implications against business targets
  • Co-ordinate the building and messaging of management actions to mitigate any gaps between actuals and target to manage stakeholders' understanding of business performance
  • Manage the delivery of the annual strategic financial planning process, ensuring aligned input from the Strategy, Pricing and Distribution teams
  • Maintain the formal in-year forecasting process for half-year and full year, and relevant ad-hoc local out-turn analysis
  • Drive dynamic Financial MI and analysis that gives insight on performance
  • Lead a team within a wider Financial Management Team, ensuring direct report objectives are clear and performance managed
  • Deputise for Head of Financial Management and contribute to the wider leadership of the Financial Management Team to ensure all financial processes remain aligned and efficient end-to-end
  • Ensure team outputs and key messages including ad-hoc and formal deliverables are clear and accurate with messages tailored to the key stakeholder audience
  • Own the strategic planning process by coordinating and reviewing all inputs, ensuring timely delivery and effective communication to stakeholders

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.


Your Profile

At AXA, 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.


About Us

At AXA Health, we help our members be the best version of themselves by providing access to health and wellbeing support for mind and body. We're transforming our business by developing easy, efficient, digital experiences for our customers.


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)
  • 28 days annual leave plus Bank Holidays
  • Opportunity to buy up to 5 extra days leave or sell up to 5 days leave
  • AXA employee discounts
  • Gym benefits


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