Financial Planning and Analysis

Overview

In this role you support the Financial and Actuarial Team within a specialist UK life insurer. You’ll blend technical actuarial work with commercial input, collaborating with Finance, Origination, Risk and Investment to inform senior decision-makers. You’ll help prepare forecasts and business plans, monitor solvency, and respond to ad-hoc stakeholder queries. There is also scope to assist with stress and scenario testing across the balance sheet, shaping commercial judgement as you grow technically.

Responsibilities

• Liaise with Finance, Origination, Risk and Investment to provide insight and analysis
• Support preparation of regular forecasts and business plans
• Assist solvency monitoring and balance sheet projections
• Respond to ad-hoc queries from senior stakeholders and shareholders
• Contribute to stress and scenario testing across the balance sheet

Key requirements

• NNQ Life or Pensions Actuary
• Good technical knowledge of financial reporting
• Commercially minded with ability to influence and build relationships with stakeholders
• Previous experience in a similar position would be highly desirable

• Commercial mindset
• Stakeholder influence
• Relationship-building
• Financial reporting
• Forecasting
• Solvency monitoring

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