Financial Planning & Analysis Specialist

Aviva Direct Ireland Limited; Greater London; Hybrid; GBP 70,000; Full time

Job summary

A leading financial services company based in London is seeking a Financial Planning & Analysis Specialist. This role involves building financial models, conducting variance analysis, and collaborating with various departments to enhance financial capability. Ideal candidates should possess strong Excel skills and a background in the financial services or insurance sectors. The position offers a competitive salary around £70,000 with a hybrid working arrangement.

Benefits

Bonus opportunity – 10% of annual salary

Generous pension scheme – up to 14% contribution

Aviva-funded Private Medical Benefit

Up to 40% discount on Aviva products

29 days of paid leave plus options to buy/sell days

Free Aviva shares through Matching Share Plan

Supportive policies including parental leave

Flexible benefits including sustainability options

3 paid volunteering days

Wellbeing support and tools

Qualifications

• Experience within the Financial Services or Insurance field is essential.
• Curiosity and willingness to learn new tools.
• Excellent communication skills for presenting complex information.

Responsibilities

• Build FP&A capability from planning to variance analysis.
• Provide insights to help leaders make informed decisions.
• Support the growth of the business through financial analysis.

Skills

Curiosity and willingness to learn

Excellent communication skills

Strong Excel skills

Understanding of financial statements in re/insurance

Knowledge of specialty re/insurer structure

2–5 years post-qualified experience

Job description

Financial Planning & Analysis Specialist

Location: London based (50% hybrid working)

Salary: circa £70,000

This is a great job for someone who is curious about the story behind the numbers and ready to make an impact in a growing Lloyd’s syndicate. If you enjoy building financial models, analysing trends, and partnering with teams to shape decisions, this role is the for you. You’ll thrive if you’re confident with Excel, eager to learn new tools, and want to influence how we plan and forecast.

A bit about the job:

You’ll join our Finance team at Probitas Syndicate 1492, working closely with Aviva and other departments like Underwriting and Actuarial. Your role is all about building FP&A capability – from planning and reforecasting to variance analysis and reporting. You’ll provide insights that help leaders make informed decisions and support the growth of our business. It’s a chance to shape processes, improve tools, and deliver real value.

Please note that experience within the Financial Services or Insurance field is essential to be successful in this role.

Skills and experience we’re looking for:

• Curiosity and willingness to learn new tools, build knowledge and take ownership of development.
• Excellent communication skills – able to present and understand complex information clearly.
• Strong Excel skills and good understanding of financial statements in re/insurance.
• Knowledge of specialty re/insurer structure; Lloyd’s experience an advantage.
• 2–5 years post-qualified experience (or equivalent).

What you’ll get:

Our purpose – with you today, for a better tomorrow – is a promise we make to our colleagues too. And one of the ways we live up to that promise is by investing in you. We want you to shine. That’s why we have so much to offer you:

• Salary around £70,000 - depending on skills, experience, and qualifications

• Bonus opportunity – 10% of annual salary, depending on your performance and the business’
• Generous pension scheme – we’ll contribute up to 14%

• Aviva-funded Private Medical Benefit to help you get expert support when you need it
• Make your money go further - Up to 40% discount on Aviva products, and other retailer discounts
• 29 days of paid leave exclusive of public holidays - with the option of buying or selling 5 additional days
• Up to £1,200 of free Aviva shares per year through our Matching Share Plan and share in the success of Aviva with our Save As You Earn scheme
• Brilliantly supportive policies including parental and carer’s leave
• Flexible benefits to suit you, including sustainability options such as cycle to work
• Make a difference, be part of our Aviva Communities and use your 3 paid volunteering days to help others
• We take your wellbeing seriously with lots of support and tools

Take a look to learn more. Put a salary into this calculator to see what your total Aviva Reward could be.

Aviva is for everyone:

We’re inclusive and welcome everyone – we want applications from all backgrounds and experiences. Excited but not sure you tick every box? Even if you don’t, we would still encourage you to apply. We also consider all forms of flexible working, including part time and job shares.

We flex locations, hours and working patterns to suit our customers, business, and you. Most of our people are smart working – spending around 50% of their time in our offices every week - combining the benefits of flexibility, with time together with colleagues.

To find out more about working at Aviva take a look here

We’d love it if you could submit your application online. If you require an alternative method of applying, please send Balazs Palcsek a mail at [e-mail]