At a Glance
- Tasks: Manage insurer panels, optimise performance, and lead strategic recommendations.
- Company: Join a leading global portfolio management team at FINMAR.
- Benefits: Enjoy 25 days leave, hybrid working, and comprehensive health benefits.
- Other info: Dynamic role with opportunities for personal growth and community involvement.
- Why this job: Make a real impact in the insurance industry while developing your skills.
- Qualifications: Curiosity, analytical skills, and knowledge of insurance markets preferred.
The predicted salary is between 56700 - 69300 £ per year.
The Portfolio Management Team is responsible for the overall health and performance of our panels, including ownership of the end‑to‑end processes through which insurer partners join a panel, ensuring they are the right strategic and commercial fit. The team conducts regular panel reviews to assess performance, sustainability, and alignment with FINMAR and FINEX objectives. FINMAR is the established portfolio broking model for FINEX, operating across 15 insurer panels globally. By providing specialised market expertise, focused engagement, and powerful analytical insights, we empower our insurer partners to deliver the very best version of themselves to our Insureds and our Brokers.
The team also holds accountability for legal, financial, and internal regulatory governance, ensuring panels operate within agreed frameworks and standards. In addition, Portfolio Management plays an active role in strategy development and cross‑group initiatives, sitting at the heart of FINMAR and supporting projects that shape the continued evolution of Global FINMAR.
The Role:
- Oversight and responsibility of the performance and composition of the insurer base for the panels in one or more geographical regions.
- Lead periodic panel performance reviews, using data, market insight and broker feedback to drive strategic recommendations on panel composition, insurer participation and portfolio optimisation.
- Lead RFPs for your panels, evaluating insurer appointments and ensuring our processes and approach is best practice / fit for purpose.
- Analyse data and use trading and market insights (via meetings with Brokers and Insurers) to understand and provide subject matter expertise on the overall health of the panel and its individual insurers.
- Monitor insurer service levels, identifying the drivers of any underperformance.
- Support insurers, where required, to improve analytics or provide guidance particularly in relation to the data services.
- Ownership of panel financial performance, including budgeting, revenue forecasting, accrual oversight and coordination with finance teams to ensure accurate reporting and invoicing.
- Build and maintain effective relationships with a variety of internal stakeholders and also insurers and insurer prospects where appropriate.
- Overall responsibility for the FINMAR contracts for your panels, working closely with group legal and the insurers.
- Any other duties commensurate with position or level of responsibility.
What you'll bring:
- Be curious and proactive. This is a varied role with multiple facets, offering significant opportunities for personal development and exposure to a broad range of interesting and impactful activities.
- Able to exercise sound judgement, balance competing priorities and make informed recommendations in ambiguous or complex situations.
- Be articulate and able to communicate and influence with confidence and credibility at all levels; adjusting delivery to suit audience & environment.
- Ability to think strategically, connecting market, client and business insights to identify opportunities and challenge existing approaches, and develop solutions that support business growth and operational effectiveness.
- Knowledge of insurance markets, products and/or market dynamics would be an advantage.
- Be able to analyse data efficiently and use this insight together with market and business knowledge to make recommendations/proposals & resolve complex problems for clients and stakeholders.
- Demonstrate attention to detail, with high level focus on quality.
- Able to understand complex process and explain those to colleagues where required.
- Proficient in using core Microsoft products such as Excel, PowerPoint and Word. Knowledge of Power BI would also be an advantage.
What We Offer:
Enjoy a benefits package designed to help you thrive, both professionally and personally. You'll receive 25 days of annual leave plus an extra WTW day to relax and recharge. Our comprehensive health and wellbeing offering includes private healthcare, life insurance, group income protection, and regular health assessments, all giving you peace of mind. Secure your future with our defined contribution pension scheme, featuring matched contributions up to 10% from the company.
We support your growth and balance with hybrid working options, access to an employee assistance programme, and a fully paid volunteer day to make a difference in your community. On top of these, you can opt into a variety of additional perks including an electric vehicle car scheme, share scheme, cycle-to-work programme, dental and optical cover, critical illness protection, and much more. Start making the most of your career and wellbeing with a range of benefits tailored for you.
Equal Opportunity Employer: We’re committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email candidatehelpdesk@wtwco.com.
Locations
FINMAR Portfolio Manager in Ipswich, Suffolk employer: Willis Towers Watson
WTW is an exceptional employer that prioritises the professional and personal growth of its employees, offering a comprehensive benefits package that includes generous annual leave, private healthcare, and a robust pension scheme. The collaborative work culture fosters strong relationships across teams, while the opportunity to engage in meaningful projects within the affinity insurance sector allows for impactful contributions to the company's success. With hybrid working options and a commitment to employee wellbeing, WTW stands out as a rewarding place to build a fulfilling career.
StudySmarter Expert Advice🤫
We think this is how you could land FINMAR Portfolio Manager in Ipswich, Suffolk
✨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 Willis Towers Watson. 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 FINMAR Portfolio Manager in Ipswich, Suffolk
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 Willis Towers Watson.
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 Willis Towers Watson'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 Willis Towers Watson
✨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 Willis Towers Watson.
✨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 Willis Towers Watson 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 Willis Towers Watson 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.
