At a Glance
- Tasks: Lead strategic financial insight and guide budgeting, forecasting, and performance reporting.
- Company: Dynamic organisation in London with a focus on collaboration and growth.
- Benefits: Competitive salary, hybrid working, and opportunities for professional development.
- Other info: Inclusive employer committed to equal access and opportunity for all candidates.
- Why this job: Shape long-term financial strategy and make impactful decisions in a fast-paced environment.
- Qualifications: Experience in financial planning, strong analytical skills, and team leadership abilities.
The predicted salary is between 64000 - 80000 £ per year.
Your Role
As Head of Financial Planning and Analysis (FP&A), you will lead the delivery of strategic financial insight, guiding budgeting, forecasting and performance reporting across the organisation. Acting as a trusted advisor to the Finance Director and Executive Leadership Team, you will play a key role in shaping long-term financial strategy through robust planning, modelling and commercial analysis. Working closely with senior finance colleagues and wider business functions, you will drive effective decision-making by delivering clear management information, challenging assumptions and providing meaningful performance insights. The role also involves strengthening key areas such as pricing strategy, revenue conversion, and portfolio optimisation, ensuring financial data translates into actionable business outcomes. You will oversee internal reporting, contribute to Board and Committee discussions, and deputise for the Finance Director where required. Alongside this, you will lead continuous improvement across finance systems and processes, embedding a structured, data-led approach to reporting and analysis. With responsibility for developing and mentoring a high‑performing team, you will foster strong collaboration and build capability across the finance function and wider organisation.
You
- A commercially minded finance professional who can translate complex data into clear, actionable insight to support business growth.
- Confident partnering with senior stakeholders, bringing both challenge and support to drive well‑informed decisions.
- A strategic thinker with strong analytical and financial modelling skills, able to balance long‑term planning with a hands‑on approach.
- Experienced in financial planning, budgeting and forecasting within a complex and fast‑moving environment.
- Comfortable using systems and data tools to enhance reporting, improve processes and drive a more insight‑led approach.
- A clear and engaging communicator, able to present complex financial information to non‑finance audiences with ease.
- A collaborative leader with the ability to develop high‑performing teams, build capability and influence across the organisation.
We are an inclusive employer and welcome applications from all backgrounds. If you require any reasonable adjustments during the recruitment process, please let us know. We are committed to ensuring all candidates have equal access and opportunity, in line with the Equality Act 2010.
Head of Financial Planning & Analysis employer: Chartered Insurance Institute
As a leading employer in the heart of London, we pride ourselves on fostering a dynamic and inclusive work culture that prioritises employee growth and collaboration. Our commitment to professional development is evident through mentorship opportunities and a focus on continuous improvement, ensuring that our team members thrive in their roles while contributing to impactful financial strategies. With a competitive salary range and a hybrid working model, we offer a rewarding environment where your expertise in financial planning and analysis can truly make a difference.
Contact Details:
Chartered Insurance Institute Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Head of Financial Planning & Analysis
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who might know about opportunities in FP&A. A friendly chat can often lead to job leads that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your financial modelling skills and be ready to discuss how you've used data to drive decisions. We want you to showcase your strategic thinking and analytical prowess!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Use our website to find roles that excite you and fit your skill set perfectly.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can keep you top of mind and show your enthusiasm for the role. Plus, it’s a great chance to reiterate why you’re the perfect fit for the team.
We think you need these skills to ace Head of Financial Planning & Analysis
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Head of Financial Planning & Analysis. Highlight your experience in budgeting, forecasting, and financial modelling, and don’t forget to showcase your ability to translate complex data into actionable insights.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Mention specific examples of how you've partnered with senior stakeholders and driven decision-making in previous roles.
Showcase Your Leadership Skills:As a collaborative leader, it’s important to demonstrate how you’ve developed high-performing teams in the past. Share stories that highlight your mentoring abilities and how you’ve fostered collaboration across functions.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensure it gets the attention it deserves!
How to prepare for a job interview at Chartered Insurance Institute
✨Know Your Numbers
As a candidate for the Head of Financial Planning & Analysis role, it's crucial to be well-versed in financial metrics and modelling. Brush up on key financial concepts and be ready to discuss how you've used data to drive decision-making in previous roles.
✨Showcase Your Strategic Thinking
Prepare examples that highlight your ability to think strategically about financial planning. Be ready to discuss how you've contributed to long-term financial strategies and how you can apply that experience to this new role.
✨Engage with Stakeholders
Since this role involves partnering with senior stakeholders, practice articulating how you've successfully collaborated with others in the past. Think of specific instances where you challenged assumptions or provided insights that influenced decisions.
✨Communicate Clearly
You’ll need to present complex financial information to non-finance audiences, so practice simplifying your explanations. Use clear, concise language and prepare to answer questions in a way that demonstrates your ability to make financial data accessible.
