At a Glance
- Tasks: Lead the production of insightful financial reports and analysis for strategic decision-making.
- Company: Join Standard Life, a leader in retirement savings with over 200 years of experience.
- Benefits: Enjoy a competitive salary, generous leave, private medical cover, and flexible working options.
- Other info: Embrace a culture of curiosity and continuous improvement in a supportive environment.
- Why this job: Make a real impact by influencing financial strategies and working with senior stakeholders.
- Qualifications: Qualified actuary or accountant with strong analytical and communication skills.
The predicted salary is between 70000 - 90000 £ per year.
This role could be based in either our Birmingham, London, Telford or Edinburgh offices with time spent working in the office and at home.
Flexible working: All roles are open to part-time, job‑share and other types of flexibility. We will discuss what is important to you and balancing this with business requirements during the recruitment process.
Closing Date: 30th July (23:55)
Salary and benefits: £70,000 - £90,000 per annum (dependant on experience) plus an indicative bonus range of 16-32%, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more.
Who are we?
We’re Standard Life, a retirement specialist focused entirely on retirement savings and income. We champion the belief that everyone’s journey to and through retirement can be better, and for more than 200 years, we’ve been helping our customers plan and prepare for their financial futures. Life today is increasingly complicated, uncertain and unpredictable. People move through different careers, face unexpected moments and navigate important choices. We offer our colleagues flexibility, trust and benefits that work for whatever life brings. In return we expect curiosity, connection, accountability and high standards. We make room for what matters – so you can bring your best, every day.
The role:
This is a great opportunity to join the MI, Forecasting & External performance team, which acts as a strategic financial adviser to the business, to help understand group performance and make informed decisions. The role will give you the opportunity to support the assessment of our strategy, offering broad exposure across the production of Management Information (MI), forecasts and performance analysis.
You will use your technical knowledge and commercial acumen to help produce clear, high-quality financial insight that explains key performance drivers, highlights key movements and supports senior decision‑making across the Group. You will combine technical rigour with commercial judgement, working closely with senior stakeholders across Finance and the wider business to ensure financial outputs are accurate, timely and well understood. This role offers the chance to broaden your technical expertise, enhance your commercial understanding, influence strategic decision making and build confidence working with senior stakeholders.
Key Responsibilities
- Play a leading role in the production of high quality monthly and quarterly MI packs, dashboards and performance reports for senior finance and group stakeholders.
- Deliver clear, insightful analysis and commentary on MI and forecast results, translating financial performance into key drivers, risks and opportunities.
- Work with stakeholders across Finance and the wider business to ensure submissions are complete, accurate and aligned with strategic goals.
- Champion continuous improvement across MI and forecasting processes, including opportunities to simplify outputs and improve the quality of insight.
- Build strong working relationships across the business and continue to develop your understanding of financial performance and commercial drivers.
What are we looking for?
- Qualified actuary or accountant with the ability to connect technical outputs to commercial implications.
- A proactive mindset with the ability to take ownership of key deliverables, challenge inputs and drive high-quality outputs.
- Strong knowledge of key reporting metrics, including Solvency II, IFRS and UK GAAP.
- Ability to interpret complex financial data, identify key messages and communicate insights clearly to stakeholders.
- Strong senior stakeholder management and interpersonal skills, with confidence working across teams and presenting complex messages clearly.
- Curiosity to understand what is driving performance and a willingness to challenge and improve existing processes.
- Experience in Financial Planning & Analysis, or a similar business partnering role, would be an advantage.
We’re committed to ensuring that everyone feels accepted and welcome applicants from all backgrounds. If your experience looks different from what we’ve advertised and you believe that you can bring value to the role, we’d love to hear from you. If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best.
MI & Forecasting Senior Analyst in London employer: Standard Life (previously Phoenix Group)
Standard Life is an excellent employer, offering a dynamic work environment where BPA Actuaries can thrive and make a meaningful impact in the life insurance sector. With a strong focus on employee growth, competitive salaries, and an attractive benefits package that includes private medical cover and generous annual leave, employees are supported in achieving a healthy work-life balance. The hybrid working model allows for flexibility, making it an ideal workplace for those seeking both professional development and personal fulfilment.
Contact Details:
Standard Life (previously Phoenix Group) Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land MI & Forecasting Senior 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 Standard Life (previously Phoenix Group). 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 MI & Forecasting Senior 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 Standard Life (previously Phoenix Group).
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 Standard Life (previously Phoenix Group)'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 Standard Life (previously Phoenix Group)
✨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 Standard Life (previously Phoenix Group).
✨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 Standard Life (previously Phoenix Group) 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 Standard Life (previously Phoenix Group) 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.
