Finance Business Partner

Finance Business Partner – Institutional Retirement

We’re recruiting for a Finance Business Partner to join our Institutional Retirement Finance team. In this role you will work at the heart of a collaborative, commercially focused Finance function who seamlessly partner with various stakeholders across the group to help drive meaningful business outcomes through high quality financial insight, forecasting & planning activities, and a deep understanding of financial performance.

This role is a Hybrid working opportunity, which will allow you to split your working week between your home and our London office to find a work- life balance that works for you.

What you’ll be doing

• Supporting the delivery of monthly forecasts, performance reporting and the annual strategic planning cycle across key financial metrics
• Developing and maintaining financial models and producing analysis to explain results, project outcomes and assess different business scenarios
• Partnering with teams across Institutional Retirement, Investments, Risk and Group Finance to provide insight and influence decision-making
• Communicating financial results, insights and projections clearly to stakeholders in both written and verbal formats
• Providing finance expertise into change initiatives, projects and new business activity, assessing financial impacts and priorities
• Identifying opportunities to enhance processes, controls and modelling approaches to drive efficiency and accuracy
• Applying commercial awareness to understand business performance drivers, risks and opportunities and support actions that optimise outcomes
• Ensuring alignment with governance, controls and regulatory expectations, contributing to accurate and auditable reporting

Who we’re looking for

• Qualified Actuary (FIA / FFA /equivalent) or Accountant (ACA / ACCA / CIMA / equivalent) with CFA Qualification also being advantageous
• A strong understanding of financial reporting concepts such as IFRS 17 (profit drivers, CSM, risk adjustment, onerous contract identification, discount rate calculation), IFRS 9 (classification and measurement of financial instruments) and Solvency II/Solvency UK (capital/liquidity concepts, including Matching Adjustment in a bulk annuity or life insurance context)
• Experience in financial planning, forecasting or business performance analysis within financial services or another complex environment
• Ability to build and use financial models, with strong Excel skills and an interest in tools such as Power BI, Power Query or Anaplan
• Clear and confident communication skills, with the ability to translate technical analysis into meaningful insight for stakeholders
• A collaborative approach, with the ability to build relationships and work effectively across teams
• Strong analytical thinking, with the ability to interrogate data, challenge assumptions and form well-reasoned recommendations
• Proactive problem-solving skills, with confidence to work independently and exercise sound judgement

Benefits

• The opportunity to participate in our annual, performance-related bonus plan and valuable share schemes
• Generous pension contribution
• Life assurance
• Healthcare Plan
• 27 days holiday, plus public holidays. There’s also the option to buy and sell holiday
• Competitive family leave
• Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice
• There are many discounts we offer – both for our own products and at a range of high street stores and online
• We’re creating net-zero carbon workplaces by 2030 by investing in our sustainable, modern offices across the UK, all designed to bring people together and elevate the in-person experience

#J-18808-Ljbffr…