Financial Planning Specialist

3 weeks ago


Leicester, Leicester, United Kingdom PIB Insurance Brokers Full time
Job Overview

In this role, you will be responsible for providing financial expertise to various business units within the specialty division. Your key responsibilities will include analyzing financial performance, aiding in planning and forecasting, and delivering a strong reporting process. You will work closely with the Regional Director and Head of Finance to provide accurate and comprehensive annual budgets and quarterly reforecasts.

Key Responsibilities
* Analyze financial performance and provide insights to support business decision-making
* Aid in planning and forecasting, ensuring alignment with business objectives
* Deliver high-quality reporting to stakeholders, including the CEO and Head of Finance
* Collaborate with cross-functional teams to drive business growth and profitability

Requirements
* ACA, ACCA, or CIMA qualification
* Minimum 5 years of commercial finance experience, preferably in a fast-paced growth environment
* Strong budgeting and planning skills, with the ability to analyze complex financial data
* Excellent communication and interpersonal skills, with the ability to build strong relationships with stakeholders

Benefits
* Competitive salary: £60,000 - £80,000 per annum (dependent on experience)
* Comprehensive benefits package, including a company pension scheme, enhanced maternity and paternity leave packages, and a flexible benefits program
* Opportunity to work with a leading insurance broker, with a strong reputation for excellence and innovation
* Ongoing professional development opportunities, including training and certifications

About PIB Insurance Brokers
PIB Insurance Brokers is a leading provider of insurance solutions, with a strong focus on customer service and market-leading products. We are committed to helping our clients achieve their goals, while also driving business growth and profitability.

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