At a Glance
- Tasks: Support financial planning, forecasting, and budgeting while providing insights for decision-making.
- Company: Leading Lloyd's market insurer with a collaborative finance culture.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional growth.
- Other info: Great exposure to senior stakeholders and a chance to develop your career in finance.
- Why this job: Join a dynamic team and make an impact in financial planning within the insurance sector.
- Qualifications: Experience in FP&A, strong analytical skills, and advanced Excel proficiency.
The predicted salary is between 55000 - 65000 £ per year.
A leading Lloyd's market insurer is looking to appoint a Business Planning Analyst to join its FP&A team.
This role will support financial planning, forecasting, budgeting and performance reporting, working closely with Finance, Underwriting and senior stakeholders to provide meaningful commercial insight and support business decision-making.
London | Hybrid | Permanent
Key Responsibilities
- Produce regular management reports, Board packs and financial commentary.
- Prepare quarterly forecasts under UK GAAP and IFRS.
- Maintain and develop financial planning and forecasting models.
- Deliver variance analysis and provide insight into financial performance.
- Support the annual planning and budgeting process.
- Assist with Syndicate Business Forecast submissions and regulatory reporting.
- Produce ad hoc financial analysis for senior management.
- Support the continued development of Anaplan planning models and reporting processes.
About You
- Previous experience in Financial Planning & Analysis.
- Insurance finance or accounting experience, ideally within the Lloyd's or London Market.
- ACA, ACCA or CIMA qualification (or be actively studying).
- Advanced Excel skills, including financial modelling and data analysis.
- Experience with Anaplan, Qlik Sense or Power BI would be advantageous.
- Strong analytical skills with the ability to communicate financial information clearly.
- A proactive approach and the ability to manage multiple priorities.
This is an excellent opportunity to join a well-established insurer in a broad FP&A role offering exposure to senior stakeholders, financial planning, forecasting and business partnering within a collaborative finance function.
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Business Planning Analyst in London employer: Harrison Holgate
Join a forward-thinking London market insurance company that values strategic finance professionals and fosters a culture of collaboration and innovation. As a Senior Finance Business Partner, you will not only drive financial excellence but also enjoy opportunities for professional growth and development in a dynamic environment. With a focus on enhancing automation and providing actionable insights, this role offers a meaningful chance to influence business success while working alongside senior leadership in a supportive and engaging workplace.
StudySmarter Expert Advice🤫
We think this is how you could land Business Planning Analyst in London
✨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.
✨Connect on Professional Platforms
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 Harrison Holgate. 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 Business Planning Analyst in London
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 Harrison Holgate.
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 Harrison Holgate'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 Harrison Holgate
✨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 Harrison Holgate.
✨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 Harrison Holgate 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 Harrison Holgate 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.
