Planning and Performance Reporting Analyst

Working hours: This role is available on a part-time, job-share and full-time basis

Location: Swindon

Closing Date for application: Friday 25th July 2025

The opportunity:

An excellent opportunity has arisen to join the Planning and Performance Reporting (PPR) team in an existing role focused on assisting the Group close and preparation of UK Executive Committee and board papers.

The PPR team sits at the heart of PPM (Planning and Performance Management) and at the leading edge of the UK’s financial performance management, encompassing both the UK P&C and Life businesses. We are a dynamic and agile team that thrives in dealing directly with the UK CFO, CEO and senior leaders within the UK and at Group. We are a diverse team from a number of backgrounds, and pride ourselves on our energy, drive, thirst for learning and high standards.

We are looking for an ambitious candidate to act as the Planning and Performance Reporting analyst for the UK business, ensuring accurate, timely & insightful in year reporting. The role offers excellent growth for the right candidate, with opportunities for development and progression.

Many of our employees work flexibly in a variety of different ways, including part-time, flexible hours, job share, an element of working from home or compressed hours. This is because we want the best people for our roles, and we recognise that sometimes those people aren’t available full-time. Please talk to us at interview about the flexibility you may need.

What will you be doing?

• Ownership of the close reporting process to Group, which includes loading information into Group systems, preparing local reports and writing commentary.
• Assist in key financial performance meetings and have good conversations with key stakeholders to understand delivery of targets.
• Ownership of the legal board/branch committee reporting process, with good opportunity for senior management engagement.
• Input to UK Business Unit Reviews presented to Group, Executive-level reporting and Plan activities as required.
• Drive ongoing process improvement across both your own role but also support to wider PPM activities.

What are we looking for?

• Excellent stakeholder management and communication skills.
• Strong skills in Office 365, especially Excel, and willingness to learn automation tools and techniques.
• Ability to work in an agile way to respond to changing needs.
• Ability to initiate and implement change and continuous process improvements.
• Proactive and able to work independently, and as part of a wider team.
• Ability to see the bigger picture as well as maintain excellent attention to detail.
• Part or Newly-Qualified Accountant or similar level of professional qualification applicable to role advisable but not essential.
• The role offers excellent opportunity to progress and develop, with opportunity to work with wider PPM and Finance department.

What will you get in return?

Everyone’s different. That’s why at Zurich, we offer a wide range of employee benefits so our people can choose what fits them and their life. Our benefits provide real flexibility so our people can make considered choices and tailor their benefits throughout the year. Our benefits include 12% defined non-contributory pension scheme, annual company bonus, private medical insurance and the option to buy up to an additional 20 days or sell some of your holiday.

Follow the link for more information about our benefits – Employee benefits | Working at Zurich Insurance UK

Who we are:

At Zurich we aspire to be one of the most responsible and impactful businesses in the world and the best global insurer. Together we’re creating a brighter future for our customers, our people and our planet.

With over 55,000 employees in more than 170 countries, you’ll feel the support of being part of a strong and stable company who are a long-standing player in the insurance industry.

We’ve made a promise to each other and every employee; to focus on sustainable impact, to care about each other’s wellbeing, to use our diverse expertise to be curious and optimistic and to develop the skills needed for our future.

If you\’re interested in working in a dynamic and challenging environment for a company that recognises and rewards your creativity, initiatives and contributions – then Zurich could be just the place for you. Be part of something great.

Our Culture

At Zurich, our sense of community is strong and we’re particularly passionate about diversity and inclusion, which we’ve won numerous awards for. We want our people to bring the whole of themselves to work and ensure everybody is made to feel welcome, regardless of their background, beliefs or culture. We want our employees to reflect the diversity of our customers, and so are committed to treating all of our applicants fairly and with respect, irrespective of their actual or assumed background, disability or any other protected characteristic.

We’ve an environment that places a real importance on our people’s wellbeing from a physical, mental, social and financial perspective. We work with our wellbeing partners and industry experts to provide the best advice and access to a wealth of lifestyle support. We’re also committed to continuous improvement, and we offer access to a comprehensive range of training and development opportunities.

We’re passionate about supporting employees to help others by getting involved in volunteering, charitable and community activity. Our charitable arm, Zurich Community Trust, is one of the longest-established corporate trusts in the UK. In that time, we’ve awarded grants and volunteered time to deserving causes in the UK valued at over £90 million.

So make a difference. Be challenged. Be inspired. Be supported, Love what you do. Work for us.

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