Financial Planning & Analysis Business Partner

Job description details

Job ref: 2025-7435

Closing date: 12/08/2025

Location:
Tunbridge Wells

Career area:
FINANCE

Salary:
Dependent on experience


Join AXA Health as a key part of our Financial Planning and Analysis team, where you’ll play a vital role in shaping the financial success of our business. In this role, you’ll apply your business acumen to produce insightful reporting on financial results and KPIs, co-ordinate our strategic planning and rolling forecasts, and drive continuous improvements in financial management information. Working closely with stakeholders across the organisation, you'll ensure our financial insights remain relevant and support us in tracking progress against our business targets and objectives. If you’re passionate about leveraging financial data to influence strategic decision-making, this is an exciting opportunity to make a real impact at AXA Health.

At AXA we work smart, empowering our people to balance their time between home and the office in a way that works best for them, their team and our customers. You'll work at least 40% of your week away from home, moving to the majority of your working week from September 2025. Away from home means either attendance at our office location in Tunbridge Wells, visiting clients or attending industry events. We’re also happy to consider flexible working arrangements, which you can discuss with Talent Acquisition.

What you’ll be doing:

  • Prepare financial results messaging and commentary summarising performance against prior results and targets, highlighting implications for business goals.
  • Analyse results to identify gaps between actual performance and targets, providing insights into key performance drivers.
  • Deliver all reporting requirements for Health ExCom, Group reporting, and local stakeholders.
  • Support the annual strategic financial planning process by coordinating inputs from the Strategy, Pricing, and Distribution teams.
  • Assist in producing in-year forecasts (half-year and full-year) and ad-hoc analysis to support business planning.
  • Develop dynamic financial MI and analysis to provide clear insights into performance drivers and emerging risks or opportunities.
  • Identify potential risks and opportunities to enable proactive mitigations and ensure targets are met.
  • Deputise for the FP&A Manager and collaborate with the wider team to maintain efficient financial processes for results, control, reporting, and forecasting.

Due to the number of applications we expect to receive for this role, we reserve the right to close this advert earlier than the listed closing date to ensure we’re able to effectively manage interest. Therefore, if you’re interested in joining us at AXA, please don’t hesitate to apply.

What you’ll bring:

  • Strong commercial acumen, ideally within the private health market, with proven analytical skills to identify and explain variances and trends.
  • Excellent relationship management skills to maintain a robust business information network.
  • Negotiation and influencing abilities to manage business MI delivery and collaborate with non-finance colleagues on forecasts and plans.
  • Strong problem-solving skills to resolve data issues and identify drivers behind financial trends.
  • Advanced proficiency in Excel and Access, with experience working with reporting databases.
  • Ability to work under tight deadlines and handle pressure around key deliverables.
  • Experience with Anaplan and PowerBI is advantageous.
  • Understanding of insurance sector, accounting principles, and presenting complex financial data is preferred.

As a precondition of employment for this role, you must be eligible and authorised to work in the United Kingdom.

What we offer:

At AXA UK, we’re appreciative of the people who work for us and our rewards package is reviewed regularly to reflect that. You can expect to receive:

  • Competitive annual salary
  • Annual company & performance-based bonus
  • Contributory pension scheme (up to 12% employer contributions)
  • Life Assurance (up to 10 x annual salary)
  • Private health cover
  • 28 days annual leave plus Bank Holidays
  • Opportunity to buy up to 5 extra days leave or sell up to 5 days leave
  • Wellbeing services & resources
  • AXA employee discounts

To apply, click on the ‘apply for this job’ button, you’ll then need to log in or create a profile to submit your CV. We’re proud to be an Equal Opportunities Employer and don’t discriminate against employees or potential employees based on protected characteristics. If you have a long-term condition or disability and require adjustments during the application or interview process, we’re proud to offer access to the AXA Accessibility Concierge. For our support, please send an email to mel.ainscough@axa-insurance.co.uk.

#LI-Hybrid #FeelgoodHealth

Who we are:

At AXA Health, we help our members be the best version of themselves by providing access to health and wellbeing support for mind and body. We’re transforming our business by developing easy, efficient, digital experiences for our customers. We’re a collective of specialists passionate about helping our members flourish, whether that’s individuals and families, small businesses or huge corporates.

What we offer

We acknowledge and appreciate the exceptional efforts of our people in protecting what matters most to our customers. In exchange we offer a series of core and supporting benefits designed to empower our people to thrive both professionally and personally.

Competitive Salary

Annual Bonus

25 - 28 Days Annual Leave

Volunteering Days

Pension Scheme

Life Assurance

Employee Discounts

AXA Share Plan

Gym Benefits

Retail Discounts

Wellbeing Apps

Voluntary Benefits

Our Values

Our Values shape what we do and how we do it.
They inspire, guide, empower & unite us.

Customer first

All our thinking starts with the customer

Integrity

We’re guided by strong moral principles

Courage

We speak our mind and act to make things happen

One AXA

Being together and being different makes us better

Inclusion

At AXA we have a culture of trust, respect and care, where everyone belongs. We have an ambition to become one of the most inspiring companies to work for, as such we’re committed to supporting employee needs, providing meaningful career development, and celebrating differences. We all have a role to play in ensuring a working environment in which everyone, regardless of who they are, can reach their true potential. 

Equal Opportunities

We believe in hiring people who possess the appropriate skills and values that align with our vision. Our selection process is fair and equitable, ensuring that all candidates have an equal opportunity to join us. We are dedicated to promoting diversity and inclusion, and we actively encourage applications from individuals of all backgrounds. As an Equal Opportunities Employer, we take pride in treating our employees and potential hires with respect and without discrimination based on any Protected Characteristics. 

Accessibility Concierge

As a Disability Confident employer, we’re proud to offer our support and access to the AXA Accessibility Concierge. A unique, industry leading offering created to support and encourage candidates with long term health conditions or disabilities that may require alternative methods of applying or for reasonable adjustments during the recruitment process. Our trained Accessibility Concierge Ambassadors will have a conversation with you to identify the support you need and explain how you will be supported throughout the process. The service is available to all candidates, including those already employed by AXA. To ensure ease of access, every job advert lists a responsible Talent Acquisition contact, who’ll be able to connect you with the Accessibility Concierge if you require any support.

Disability Confident 'Offer of Interview' Scheme

AXA UK are recognised as a Disability Confident Leader. We actively encourage applications from people who face barriers in the workplace due to a disability or long-term health condition. We participate in the Disability Confident ‘Offer of Interview’ scheme. This means a fair and proportionate number of candidates with long-term health conditions or disabilities who meet the essential criteria of a job, will be offered an interview.

  • You'll need to show you meet the essential criteria as detailed in the job advert or job description
  • You don’t need to share the details of your long term health condition or disability for your application to be considered under this scheme

As part of your application, you’ll be asked if you would like to ‘opt in’. To ensure ease of access, every job advert lists a responsible Talent Acquisition contact, who’ll be able to connect you with our Accessibility Concierge if you require any support.

Screening & Conduct

As a regulated financial services company, all successful candidates will be subject to pre-employment checks. Additionally, adherence to the Prudential Regulation Authority’s (PRA) Insurance Conduct Standards and the Financial Conduct Authority's (FCA) Conduct Rules will be required.

How we hire

There are 3 stages to our recruitment process; Application, Interview and Decision. This process provides an opportunity for us to get to know you, and for you to get to know us. We’re looking for people who share our values and ambition.

Application

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Interview

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Decision

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How we work

We know one size doesn't fit all so depending on our customer's needs, your unique circumstances and how your team operates we offer a blend of home and office-based working.

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