Manager, Group FP&A & Investor Relations

Pear Talent, Insurance Finance Recruitment; Greater London; On-site; GBP 80,000 - GBP 100,000; Full time

Job summary

An international insurance and wealth management firm is seeking a Manager Group FP&A and IR to shape financial narratives as they prepare for an IPO. This hybrid role requires strong Insurance FP&A and investor relations experience, with responsibilities including strategic decision support to the Group CFO/CEO and involvement in stakeholder engagement. Ideal candidates will be qualified accountants with advanced financial modelling skills and the ability to communicate complex concepts clearly. A competitive referral scheme is offered if you know someone suited for this role.

Benefits

Referral scheme up to £1,000

Qualifications

• Qualified accountant with strong experience in Insurance FP&A.
• Prior Investor Relations experience is advantageous.
• Demonstrated advanced financial modelling capabilities.

Responsibilities

• Understand market strategies, risks and key performance drivers.
• Deliver annual business plans and forecasts.
• Support engagement with institutional investors.

Skills

Insurance FP&A experience

Advanced financial modelling skills

Excellent verbal communication

Excellent written communication

Ability to handle confidential information

Education

Qualified accountant (e.g., ACA, ACCA, CIMA, CPA)

Job description

Pear Talent is representing an international Insurance and wealth management business who have an excellent newly created opportunity for a Manager Group FP&A and IR, it’s an exciting time as they work towards an IPO. Reporting to the Head of FP&A and Strategy this unique hybrid role will shape the financial narrative — internally through rigorous planning, forecasting, and performance analysis — and externally through clear, credible communication with investors and analysts. Significant focus will be on supporting the business in preparation for IPO.

You will play a vital role providing strategic and commercial decision support and can expect regular visibility to Group CFO/CEO, as well as underlying business unit leadership.

Key accountabilities

• FP&A: Understand the markets in which the business operates, the strategies, risks, products and key drivers of performance.
• Deliver Group’s annual business plan and forecasts for Exco/Board approval. Key role in the annual financial plan, partnering closely with senior management across the business for delivery to the Board.
• Lead the analysis of financial performance, MI, forecasts and contribute to regular monthly reporting to the Exec.
• Investor Relations: support engagement with institutional investors by providing financial analysis and insights. Create external group financial content and earnings announcements. Provide shareholder analysis, identifying trends and supporting with investor targeting. Attend investor meetings, conferences, and roadshows. Monitor market trends, peer performance, and analyst models; synthesize insights for leadership. Support relationship management with sell‑side analysts, buy‑side investors, and rating agencies.
• Business partner with senior management to challenge financial results and drive business performance.
• Dealing with ad-hoc requests and special projects as they arise

Required experience

• Qualified accountant (e.g., ACA, ACCA, CIMA, CPA or equivalent).
• Strong Insurance FP&A experience
• Prior Investor Relations experience advantageous (in-house IR, equity research, corporate finance, or capital markets).
• Advanced financial modelling skills
• Excellent written and verbal communication; able to convey complex financial topics clearly to both financial and non‑financial audiences.
• High integrity and sound judgment in handling confidential and market‑sensitive information.
• Experience preparing materials for senior executives, board, and/or public markets (listed company experience ideally).

If this isn’t for you but you know someone who’d be interested, then why not confidentially recommend them by clicking here http://peartalent.co.uk/spread-the-word/. We have a fantastic referral scheme up to £1,000*.