At a Glance
- Tasks: Support financial planning, reporting, and performance analysis across multiple business lines.
- Company: Leading international insurance organisation with a strong market presence.
- Benefits: Competitive salary, bonus, excellent benefits, and professional development opportunities.
- Other info: Dynamic team environment with opportunities for career growth.
- Why this job: Gain valuable experience in financial reporting and analysis within a respected industry.
- Qualifications: Part-qualified accountant with insurance or reinsurance experience preferred.
The predicted salary is between 45000 - 55000 £ per year.
We are partnering with a leading international insurance organisation to recruit a Financial Planning & Reporting Analyst into its London-based finance team. This is an excellent opportunity for a part-qualified or newly qualified accountant with insurance or reinsurance experience who is looking to broaden their exposure across financial reporting, planning, forecasting and business analysis within a highly respected market‑leading business.
The Role
Working closely with the Financial Controller, you will support financial planning, reporting and performance analysis activities across multiple entities and business lines. This is a varied position offering exposure to management reporting, regulatory reporting, forecasting and statutory accounts preparation.
Key Responsibilities
- Assist with quarterly financial reporting and underwriting performance analysis.
- Support the preparation of forecasts, budgets and long‑term business plans.
- Produce financial commentary and management information for senior stakeholders.
- Assist with balance sheet reviews and financial performance reporting.
- Support the preparation of statutory accounts and regulatory submissions.
- Conduct financial reviews and credit assessments of insurance intermediaries.
- Contribute to business planning and forecasting activities.
- Provide ad hoc financial analysis and support to the wider finance team.
About You
- Part‑qualified accountant (ACA, ACCA or CIMA preferred).
- Experience within the insurance, reinsurance or Lloyd's market environment.
- Strong analytical and problem‑solving skills.
- Excellent communication skills, both written and verbal.
- High attention to detail and ability to manage competing priorities.
- Proactive, self‑motivated and eager to develop professionally.
- Strong team player with a collaborative approach.
Technical Skills
- Advanced Microsoft Excel skills including Pivot Tables, XLOOKUPs, SUMIFS and Power Query.
- Understanding of financial reporting and planning processes.
- Previous practice experience would be advantageous.
Financial Planning & Reporting Analyst employer: HFG
Join a leading international insurance organisation in London, where you will thrive in a dynamic work culture that values collaboration and professional growth. With competitive salaries, bonuses, and excellent benefits, this role offers a unique opportunity to enhance your financial expertise while contributing to impactful projects across multiple business lines. The company fosters an environment of continuous learning and development, making it an ideal place for part-qualified or newly qualified accountants looking to advance their careers in the insurance sector.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning & Reporting Analyst
✨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 HFG. 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 & Reporting Analyst
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 HFG.
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 HFG'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 HFG
✨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 HFG.
✨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 HFG 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 HFG 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.
