Company Description
Neilson Financial Services provides the UK markets with innovative, customer-focused, life insurance products. With our comprehensive, affordable policies, we make a difference in people’s lives by giving them certainty about caring for others: we are there for them when they can’t be there for their loved ones.
We’ve evolved from our origins in the UK to become an international operation with offices in the USA, Canada, Ireland, the UK and Australia, with our head office based in Windsor and an in-house digital marketing agency, Thinkbait, based in Dublin, Ireland. Having multiple locations worldwide enables Neilson to attract the absolute best people, allowing us to achieve our aim of being a leading global provider of life insurance.
We aim to provide a comprehensive range of innovative products and deliver exemplary service levels to our customers and corporate partners, providing a consistently high quality, fully integrated customer experience. We’ve been awarded Feefo’s top rating, the Trusted Merchant Gold Award, for our outstanding customer service.
Job Description
This newly created role within Neilson Financial Services’ FP&A function offers an exciting opportunity to shape and build financial processes in a rapidly growing, internationally expanding business.
Reporting to the Head of Financial Planning & Analysis (FP&A), you will provide strategic financial insights and support key decision-making processes by collaborating with departments across the organisation.
You will contribute to budgeting, forecasting, performance analysis and financial reporting initiatives, directly influencing the growth and success of Neilson Financial Services.
Key Responsibilities:
- Enable the Group’s annual Group budgeting and long-term planning processes by collaborating with various departments to gather input, consolidate data and deliver insightful reports for senior leadership
- Develop and maintain detailed financial models to support accurate forecasting, scenario analysis and performance monitoring against key business drivers
- Prepare monthly, quarterly, and annual financial reports for senior leadership and the Board, including commercial insights and recommendations to inform decision making
- Manage internal operational dashboards to track financial performance, identify trends, risks and opportunities, and provide actionable insights to leadership
- Continuously improve reporting systems and processes by leveraging automation to deliver best-in-class reporting and minimize dependency on manual processes
- Ensure compliance with regulatory reporting requirements and internal financial policies by maintaining accurate, timely and transparent reporting processes
- Collaborate with cross-functional teams to provide financial insights which support strategic initiatives and evaluate the financial impact of new opportunities
- Help the business achieve budgeted EBITDA targets by identifying risks, highlighting opportunities and delivering proactive financial support
- Contribute to building a high-performing FP&A team by fostering a culture of collaboration, innovation, and professional growth
Qualifications
- Fully qualified accountant (ACA, CIMA, ACCA or equivalent)
- Proven FP&A experience with a successful track record in financial planning, analysis, and strategic decision-making
- Strong expertise in financial modelling, forecasting and data visualization tools (e.g., Excel, Power BI)
- Familiarity with financial software systems (e.g., NetSuite)
- Analytical and detail-oriented with strong problem-solving, and critical thinking abilities
- Excellent communication and presentation skills, with the ability to translate complex financial data for non-finance stakeholders
- Thrives in a fast-paced entrepreneurial environment with a proactive, solutions-focused approach, demonstrating a ‘can do’ attitude, high energy, and the determination, resilience and commitment to overcome challenges and get things done
- Background in multi-national, multi-currency and high-growth businesses is highly desirable
- Demonstrated success in improving financial systems, reporting processes and driving operational efficiencies
Additional Information
What’s in it for you?
- A competitive starting salary
- Life Assurance from day 1 so you are protected too
- Employee Assistance Programme to help and support with life stuff!
- We have plenty of local discounts for coffee outlets, restaurants, cinemas and gyms
- Free fruit, Flu Vaccinations, Cycle to work scheme, Eye Test/Glasses Vouchers, looking after your wellbeing
- Exceptional training – giving you all the tools to succeed throughout your NFS career!
- Enhanced Maternity and Paternity pay
- Pension & 25 days holiday
Top Skills
What We Do
At Neilson, we help families put financial protection in place for their loved ones with a range of life insurance options. We’ve evolved from our origins in the UK to become an international operation with offices in the USA, Canada, Ireland, the UK and Australia, with our head office based in Berkshire, England.
We currently have customer call centers in Berkshire, Kent, Hull and Toronto. We even have an in-house digital marketing agency, Thinkbait, based in Dublin, Ireland.
Having multiple locations worldwide enables Neilson to attract the absolute best people allowing us to achieve our aim of being a leading global provider of life insurance. We are continuing to grow our team at Neilson and we’re keen to speak to you if you are customer focused, team spirited and motivated to succeed.
Now that we’re established in the Canadian life insurance market, we look forward to building on our success in Canada and beyond.
