At a Glance
- Tasks: Support financial reporting and month-end closing processes in a dynamic environment.
- Company: Join AXA, a global leader in insurance and financial services.
- Benefits: Flexible work arrangements, competitive salary, and opportunities for professional growth.
- Other info: Be part of a diverse team committed to operational excellence and continuous improvement.
- Why this job: Develop your financial skills while making a real impact in a fast-paced industry.
- Qualifications: Experience in finance or accounting, strong analytical skills, and proficiency in Excel.
The predicted salary is between 40000 - 50000 £ per year.
AXA is a global leader in insurance and financial services, dedicated to helping customers protect what matters most to them. As the sixth‑largest insurance company in the world, we provide a wide range of services, including health, car, home, and business insurance. We support millions of customers worldwide, helping them navigate life's uncertainties with confidence.
We’re looking for a detail‑oriented and proactive Financial Planning Analyst to support the AXA Health financial close process and ensure timely delivery of accurate financial reporting. This role is key to coordinating the month‑end closing activities, managing controls, and supporting the production of financial statements and audit deliverables. Supporting the Health PBR Close Manager, you’ll help ensure the smooth execution of our financial close cycle, contributing to operational risk management, internal controls, and Group reporting requirements. This is an excellent opportunity to develop your financial and analytical skills within a fast‑paced, dynamic environment.
Key Responsibilities- Support the coordination of the AXA Health month‑end close process to meet all Group and local reporting deadlines.
- Track completion of department controls to manage operational risk associated with financial results, ensuring controls are executed accurately and on time.
- Produce and record key accounting data: population (policy volumes), revenue (policy premiums), subsidiary results, and deferred acquisition costs matching commission costs to contract obligations.
- Evidence monthly controls for internal audit purposes, supporting the integrity and compliance of key processes.
- Prepare and deliver monthly reports, including revenue, population, underwriting, commission, and income statements, providing insightful commentary on variances and trends.
- Input local reporting results into the Group consolidation system: Magnitude, ensuring accuracy and completeness.
- Analyse key performance metrics against budget and prior year, supporting the monthly review meetings.
- Support ad‑hoc analysis, external reporting, and regulatory submissions, including solvency and benchmark data.
At AXA we work smart, empowering our people to balance their time between home and the office in a way that works best for them, their team and our customers. After your initial office‑based training period of 12 weeks you'll work at least two days a week (40%) away from home, moving to three days a week (60%) in the future. Away from home means attending the office, visiting clients or attending industry events.
Your Skills & Experience- Previous experience in finance, FP&A, or accounting support, ideally within insurance or financial services.
- Strong understanding of month‑end closing processes, controls, and financial reporting standards.
- Excellent attention to detail and organisational skills, with the ability to manage multiple deadlines.
- Good analytical skills with the ability to interpret financial data, variances, and trends.
- Proficiency in Excel, with experience in financial systems and reporting tools (e.g., Group consolidation platforms like Magnitude).
- Effective communication skills, capable of explaining complex data clearly to stakeholders.
- A proactive approach, with a focus on continuous process improvement and operational risk management.
Candidate must be eligible and authorised to work in the United Kingdom. We’re proud to be an Equal Opportunities Employer and don’t discriminate against employees or potential employees based on protected characteristics.
Financial Planning Analyst in Royal Tunbridge Wells employer: AXA Health
AXA is an exceptional employer that prioritises employee development and work-life balance, offering a dynamic environment for Financial Planning Analysts to thrive. With a commitment to empowering staff through flexible working arrangements and a culture of continuous improvement, AXA fosters a supportive atmosphere where employees can enhance their financial and analytical skills while contributing to meaningful projects that impact millions globally.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Analyst in Royal Tunbridge Wells
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like AXA Health. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planning Analyst in Royal Tunbridge Wells
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to AXA Health.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on AXA Health's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at AXA Health
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with AXA Health.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at AXA Health will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former AXA Health employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.