Financial Planning Analyst, Insurance

1 month ago

City Of London UK, Central London, United Kingdom ABL Recruitment Full time

Superb opportunities to join a well-established and fast growing Lloyds Insurance organisation. The purpose of this role is to support the business in financial planning, forecasting, and modelling.


  • Preparation of the quarterly reforecasts and business budgets covering 1-to-5-year views
  • Preparation of Board, Executive and Committee papers with supporting narrative and analysis
  • Cross business liaison to capture model inputs – reserving, UW, finance, and expenses
  • Work with BMI and other teams to develop an automated business planning process
  • Continually develop the financial planning model and process based on business requirement
  • Analyse AvEs to understand drivers, trends, and areas of opportunity or remedial action
  • Identification and analysis of any process simplification and improvement opportunities
  • Support Underwriting and Claims business partners with analysis to understand trends, and in the preparation of key monthly and adhoc reports
  • Provide direction and support to others within the team and undertake ad-hoc project work
  • Provide support to the FP&A Manager in the build-out of consistent processes


Successful candidates must have the following skills and experience:


  • Full or part qualified – CA/ACA/CIMA/ACCA
  • Good knowledge of Insurance accounting, UK GAAP and finance systems – essential
  • Relevant and recent experience in a multi-line insurance finance role – essential
  • Understand of Lloyd’s regulatory/syndicate accounting requirements
  • Microsoft Excel skills – TM1 experience highly advantageous

  • Underwriting Operations Analyst

    1 week ago

    City Of London, UK, Central London, United Kingdom HFG Insurance Recruitment Full time

    New Vacancy - Underwriting Operations AnalystCity of LondonLloyd's Syndicate I am currently recruiting for a leading Lloyd's Syndicate who are seeking a Underwriting Operations Analyst to join their growing team. My client is looking for someone with 2+ years in a similar role, this role will be operations focused on all aspects on the business...

  • Capital Analyst

    1 month ago

    City Of London, UK, Central London, United Kingdom Finitas Full time

    Capital Analyst - General Insurer - £45-60k (DOE)Finitas are excited to have partnered with this General Insurance firm in their search for a Capital Analyst to join the Actuarial function.Key responsibilities will include, supporting in the parameterisation and development of the capital models including model validation and data quality assessments and...

  • Data Analyst

    1 month ago

    City Of London, UK, Central London, United Kingdom JSS Transform Full time

    A Commercial Insurance client of mine is seeking a Data Analyst to join their growing Data function. The perfect candidate will harness their enthusiasm for big data and analytics to deliver actionable insights across various business domains. This role involves performing regular and special analyses to support business needs.Responsibilities:Grasp the...

  • Business Analyst

    1 month ago

    City Of London, UK, Central London, United Kingdom JSS Transform Full time

    We're looking for an experienced Business Analyst to lead centralisation efforts and enhance sales and distribution within our client's Commercial Insurance sector. Ideal candidates must have a strong background in Salesforce or similar CRMs and deep understanding of the Commercial Insurance industry.Responsibilities:Define and document business...

  • Commercial Insurance Broker

    3 weeks ago

    City Of London, UK, Central London, United Kingdom Nashrock Insurance Recruitment Full time

    Insurance Broker / Account Executive (Wholesale Property & Casualty)Up to £80,000 + Attractive Bonus + Benefits25 days A/L + Bank Holidays, Attractive Bonus, Pension, Death In Service X 4, A portal with various discounts for shopping, restaurants and days outThe CompanyYour new employer is a successful, independent and medium-sized Lloyd's Wholesale...

  • Senior FP&A Analyst

    3 weeks ago

    City Of London, UK, Central London, United Kingdom Equifind Full time

    Equifind has been engaged by a UK banking group for the recruitment of a Senior FP&A Analyst to be based at their office in the City of London.Following a standout year in 2023, the business continues to build on its success by addressing the growing need to optimise data and financial analysis effectively. In line with this objective, the company is...

  • Senior Business Analyst

    7 days ago

    City Of London, UK, Central London, United Kingdom Pearson Whiffin Recruitment Full time

    Senior Business Analyst – London Insurance Markets We are working with a leading insurance company who are looking for a strong Business Analyst who can work with various departments across the business to capture requirements and accurately translate them into specifications. You will be supporting delivery of BAU and implementation of existing projects,...

  • Insurance Broker

    3 weeks ago

    City Of London, UK, Central London, United Kingdom Nashrock Insurance Recruitment Full time

    PI Broker / Senior PI Broker Salaries completely open and in excess of £100K (subject to experience)The CompanyA new opportunity has arisen for an established, long-standing and successful Lloyd's Broker, who are now expanding their Professional and Financial Lines Team, due to their recent success and growth. Our client is now seeking a Senior PI...

  • Financial Planning Analyst

    2 weeks ago

    London, Greater London, United Kingdom Office Angles UK Full time £46,000

    Financial Planning Analyst - London £46k + travel allowance and bonus Hybrid 1-2 days from home Are you a Financial Analyst with a strong technical knowledge and excellent data analysis skills? Are you looking for an exciting opportunity to support the financial planning and reporting requirements of a dynamic tech related business? Our client, a leading...

  • PMO Analyst

    1 month ago

    City Of London, UK, Central London, United Kingdom Finitas Full time

    PMO Analyst: I'm currently supporting a industry-leading (Re)Insurance Risk & Exposure Management company, who're seeking a PMO Analyst for a 12-month contract. Working Patterns: Fully-remote Pay Rate: £550.00 Per Day (Outside IR35). Project:You'll be supporting the Global PMO to assist with the manipulation and cleansing of large company data...

  • Interim Director

    2 weeks ago

    City Of London, UK, Central London, United Kingdom HFG Insurance Recruitment Full time

    HFG are currently partnering with an London market insurer in search for an Interim Director - Specialty Business Partnering. The role will be a 12 month FTC and will be responsible for delivering consistent and relevant commercial analysis of performance, underpinned by credible and robust financial modelling built on accurate management information, to...

  • Lead Business Analyst

    1 month ago

    City Of London, UK, Central London, United Kingdom Michael James Associates Full time

    Lead Technical Business Analyst - InsuranceI am currently looking for a Senior Business analyst to join a leading London Market insurer within a major Data function focusing on cutting edge digital products for the London Market sector.Experience of a Broking or MGA background is an absolute must for this role, I need someone with in-depth knowledge of data...

  • Financial Planning Analyst

    2 weeks ago

    London, Greater London, United Kingdom CV Screen Full time

    **Financial Planning Analyst - ACA QualifiedLondonSalary up to 75k**CV Screen is recruiting for a Senior Financial Planning Analyst who is ACA qualified to join a fantastic business, who are one of the UK leaders in the technology sector. You will be joining a talented team who are committed to providing exceptional serviceto their clients.WHO WOULD THIS...

  • IT Integrations Analyst

    15 hours ago

    City Of London, UK, Central London, United Kingdom Finitas Full time

    Role Title: IT Integrations AnalystLocation: London (HYBRID)Type: Permanent About the Role:Finitas has collaborated with a top-tier insurance firm renowned for its commitment to excellence and innovative solutions to seek a detail-oriented and proactive IT Integrations Analyst. This role presents an exhilarating chance to join a dynamic, expanding...

  • Process Improvement Analyst

    3 weeks ago

    City Of London, UK, Central London, United Kingdom Symmetry Search & Staffing Solutions Full time

    Process Improvement Analyst certified to Lean Six Sigma Green Belt level, urgently required by a global Insurance organisation on a permanent basis.This is a hybrid position with ~2 days / week on site in their City of London OR Chelmsford office.You will be joining a newly established Process Improvement team, responsible for delivering multiple tactical &...

  • Data Migration Analyst

    15 hours ago

    City Of London, UK, Central London, United Kingdom Finitas Full time

    Role Title: Data Migration AnalystLocation: London (HYBRID)Type: Permanent About the Role:Finitas has partnered with a leading insurance company known for its commitment to excellence and innovative solutions to find an experienced Data Migration Analyst for their Integrations team. This is a unique opportunity to join a growing company and make a...

  • Senior Insurance Technician

    2 weeks ago

    City Of London, UK, Central London, United Kingdom HFG Insurance Recruitment Full time

    New Vacancy - Senior Delegated/Binding Authority TechnicianLloyd's BrokerCity of London I am currently recruiting for a leading Lloyd's Broker who are seeking a Senior Delegated/Binding Authority Technician to join their growing team. My client is looking for an experienced technician in the DA/Binding Authority space with 5+ years experience to...

  • MI Analyst

    3 weeks ago

    City Of London, UK, Central London, United Kingdom Pioneer Search Full time

    MI Analyst - Specialty Insurance, Power BI, DAX Contract opportunity for a Specialty Insurer where your Power BI and DAX skills will make a significant contribution to the organisation's overall reporting ability. Whilst enhancing legacy reporting, you will also work on new dashboard developments, querying Snowflake-based data in SQL, use DAX for complex...

  • Insurance Administrator

    2 weeks ago

    City Of London, UK, Central London, United Kingdom Pure Resourcing Limited Full time

    Insurance AdministratorOur client is an award-winning financial services provider based in the City of London. We currently have an opportunity for an Insurance Administrator to join a highly experienced commercial insurance team. You will play an important role in supporting the team which specialises in areas of insurance such as Real Estate, Receivers...

  • Insurance Associate

    1 month ago

    City Of London, UK, Central London, United Kingdom JMC Legal Recruitment Full time

    Are you a talented Corporate Insurance Associate with 2-4 years PQE, looking to join a large, progressive Corporate Insurance department? Progress your legal career in this Top 10 US law firm, best known for big-ticket transactional work in the upper market.The Firm:From their US origins to a global powerhouse – this international law firm is a juggernaut...