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- Tasks: Lead financial planning and analysis to support strategic decision-making in a growing financial services firm.
- Company: Join a trusted financial services company with a mission to secure people's financial futures.
- Benefits: Full-time role with competitive salary and opportunities for career advancement.
- Why this job: Make a real impact on financial strategies while accelerating your career in a dynamic environment.
- Qualifications: Qualified Actuary with 5+ years in financial planning or related actuarial roles.
- Other info: Collaborative culture with a focus on professional development and regulatory compliance.
The predicted salary is between 72000 - 108000 £ per year.
De-risking executive search for the financial services industry. The client has a heritage in helping people secure their financial futures and is growing its bulk annuity business, partnering with pension schemes to protect members’ retirement benefits. This is a period of exponential growth and a chance to join a trusted business where your work will make a real difference and accelerate your career. This position reports to the Chief Actuary and will play an integral role in supporting the rest of the C-Suite. You will lead the Financial Planning, Capital and ALM team, delivering accurate, timely and insightful financial analysis to support the company’s strategy and business planning.
Key responsibilities
- Support the Chief Executive Officer, Chief Actuary, Chief Financial Officer and Chief Risk Officer in financial decision-making.
- Lead the production of the ORSA and business plan process.
- Lead on the delivery of the standard formula appropriateness evaluation.
- Lead on the management of the matching adjustment portfolios.
- Lead on asset liability management, supporting the Chief Investment Officer.
- Peer review of work produced by other actuarial managers.
- Contribute to the effective leadership of the actuarial department.
- Ensure that processes and output from the actuarial department have been produced in accordance with internal policies and control frameworks, as well as relevant actuarial standards.
- Identify opportunities for improving capital efficiency.
- Maintain a portfolio of management actions that could be taken if required.
- Maintain competence and fitness and propriety standards to the level required by the company’s regulators.
- Ad hoc tasks as required.
- Comply with the FCA’s conduct (and senior conduct) and Consumer Duty rules and the PRA’s conduct (and senior manager conduct) standards.
Core competencies
- Strong understanding of Solvency UK and capital management and ALM techniques.
- Ability to develop effective solutions to issues/problems.
- Good communication skills (written and verbal) and ability to build relationships.
- Good risk management analysis skills/understanding of risk.
- Proactive, can-do attitude and ability to motivate a team of direct reports and across departments.
- Well-organised, good attention to detail, able to prioritise effectively, work independently and meet tight deadlines.
Experience and qualifications
- Qualified Actuary, with minimum of 5 years’ experience in FP&A or related actuarial roles, with a strong focus on the business planning process.
- Financial Services (Life industry or Pensions Fund) experience.
- Experience of the regulatory environment in the UK.
Seniority level: Director
Employment type: Full-time
Job function: Finance, Accounting/Auditing, and Strategy/Planning
Industries: Pension Funds, Financial Services, Insurance and Employee Benefit Funds
Head of Capital Management and Planning employer: The Actuary Group
Contact Detail:
The Actuary Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Capital Management and Planning
✨Network Like a Pro
Get out there and connect with people in the financial services industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Interview
Prepare for your interviews by researching the company and its culture. Think about how your experience aligns with their needs, especially in capital management and ALM techniques. We recommend practising common interview questions and having a few insightful questions ready to show your interest.
✨Showcase Your Skills
When you get the chance, demonstrate your expertise in financial planning and risk management. Use real-life examples from your past roles to illustrate how you’ve tackled challenges. We want to see how you can bring value to the team!
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s make your next career move a great one!
We think you need these skills to ace Head of Capital Management and Planning
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that align with the Head of Capital Management and Planning role. Highlight your experience in financial planning, capital management, and ALM techniques to catch our eye!
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 position. Share your passion for financial services and how your background can help us support our C-Suite effectively.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use quantifiable results to demonstrate how you've improved capital efficiency or led successful projects in your previous roles.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity to make a real difference in our growing business!
How to prepare for a job interview at The Actuary Group
✨Know Your Numbers
As a Head of Capital Management and Planning, you'll need to demonstrate a strong grasp of financial metrics and analysis. Brush up on key figures related to Solvency UK and capital management techniques. Be ready to discuss how you've used these in past roles to support strategic decision-making.
✨Showcase Your Leadership Skills
This role involves leading teams and influencing C-Suite executives. Prepare examples that highlight your leadership style and how you've motivated teams in high-pressure situations. Think about specific instances where your guidance led to successful outcomes in financial planning or risk management.
✨Understand the Regulatory Landscape
Familiarise yourself with the FCA and PRA regulations relevant to the financial services industry. Be prepared to discuss how you’ve navigated regulatory challenges in previous roles and how you ensure compliance while driving business objectives.
✨Prepare Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions that show your interest in the company's growth and your potential role in it. Ask about their current challenges in capital management or how they envision the future of their bulk annuity business. This will demonstrate your proactive attitude and strategic thinking.
