Head of Financial Planning & Analysis

Head of Financial Planning and Analysis – 24 Months Fixed\-Term Contract

Hybrid, London \- City

Full time, Fixed Term

Salary: £64,000\- £80,000

Your role:

As Head of Financial Planning and Analysis (FP\&A), you will lead the delivery of strategic financial insight, guiding budgeting, forecasting and performance reporting across the organisation. Acting as a trusted advisor to the Finance Director and Executive Leadership Team, you will play a key role in shaping long\-term financial strategy through robust planning, modelling and commercial analysis.

Working closely with senior finance colleagues and wider business functions, you will drive effective decision\-making by delivering clear management information, challenging assumptions and providing meaningful performance insights. The role also involves strengthening key areas such as pricing strategy, revenue conversion, and portfolio optimisation, ensuring financial data translates into actionable business outcomes.

You will oversee internal reporting, contribute to Board and Committee discussions, and deputise for the Finance Director where required. Alongside this, you will lead continuous improvement across finance systems and processes, embedding a structured, data\-led approach to reporting and analysis. With responsibility for developing and mentoring a high\-performing team, you will foster strong collaboration and build capability across the finance function and wider organisation.

You:

• A commercially minded finance professional who can translate complex data into clear, actionable insight to support business growth


• Confident partnering with senior stakeholders, bringing both challenge and support to drive well\-informed decisions


• A strategic thinker with strong analytical and financial modelling skills, able to balance long\-term planning with a hands\-on approach


• Experienced in financial planning, budgeting and forecasting within a complex and fast\-moving environment


• Comfortable using systems and data tools to enhance reporting, improve processes and drive a more insight\-led approach


• A clear and engaging communicator, able to present complex financial information to non\-finance audiences with ease


• A collaborative leader with the ability to develop high\-performing teams, build capability and influence across the organisation

We will review applications on Monday, June 15 2026. Applications after this date are welcome, however these will be reviewed and progressed on a rolling basis should we have available slots on the shortlist.

Next steps:

If you would like to explore this opportunity with us for the next step in your career, we look forward to receiving your application through the Apply feature at the top of this advert.

If you have any queries or you would like to see the full JD, please get in touch on ukjobs@cii.co.uk.

We are an inclusive employer and welcome applications from all backgrounds. If you require any reasonable adjustments during the recruitment process, please let us know. We are committed to ensuring all candidates have equal access and opportunity, in line with the Equality Act 2010\.

*Please note:* *At the CII, we work with a carefully selected Preferred Supplier List (PSL) for recruitment. We do not accept speculative CVs and kindly request that agency recruiters do not contact our managers directly, to ensure a consistent and properly coordinated recruitment process.*

*If you are interested in working with us in the future, please contact ukjobs@cii.co.uk. We review our PSL at set intervals and are happy to retain details for consideration when opportunities arise.*

*Agencies who do not follow this process will be excluded from any future opportunities to work with us, including PSL reviews*

The overarching purpose of the Chartered Insurance Institute (‘the Institute’) is to educate and support our members to deliver services to the highest professional standards and to advocate for the public good. By doing this the Institute builds and maintains public trust in the insurance, financial planning, and mortgage advice professions.

Our vision is that CII and PFS professionals build a world which delivers ever greater financial resilience for individuals and societies more broadly.

Chartered Insurance Institute

3rd Floor, 20 Fenchurch Street

London, EC3M 3BY

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