About Lombard International Assurance
Lombard International Assurance is a leading Luxembourg-based provider of insurance-based wealth solutions across Europe. A part of Utmost Group, Lombard International’s solutions are largely based on unit-linked insurance policies, serving the needs of affluent, high net worth (HNW), and ultra-high net worth (UHNW) individuals.
On 30 December 2024, Utmost Group announced it had completed the acquisition of Lombard International Assurance Holdings Sarl and the company will be fully rebranded to Utmost Luxembourg S.A. by the end of 2025.
About Utmost Group plc
Utmost Group plc is a leading provider of insurance and savings solutions. Its principal businesses are Utmost international and Utmost Life and Pensions, which together are responsible for £109bn of primarily unit-linked policyholder assets for 5000,000 policyholders, on a proforma basis at HY 2024 following the acquisition of Lombard International Assurance Holding Sarl. Utmost Group plc is subject to group supervision by the PRA.
About Utmost International
Utmost International is a leading provider of insurance-based wealth solutions. Utmost international operates across the UK, Europe Latin America; Asia, and the Middle East. Its solutions are largely based on unit-linked insurance policies, serving the needs of affluent, high net worth (HNW), and ultra-high net worth (UHNW) individuals.
On a proforma basis at HY 2024 following the acquisition of Lombard International Assurance Holdings Sarl, Utmost International would have managed £103bn of assets under administration on behalf of approximately 210,000 policyholders.
Your role – Are you ready for a challenge?
The Financial Planning Analyst is part of the Financial Planning & Analysis team, who plays a critical role in supporting and providing analytical insights to the Company’s Management to deliver results. This position will be primarily responsible for the preparation of the monthly Management accounts, Business Plan, and various expenses, as well as, revenue analysis and investigations.
Your responsibilities will be as follows:
- Building financial models to monitor performance of specific projects;
- Support the preparation of the monthly Management accounts;
- Maintain cross-functional reports that involve the aggregation of data from different sources and departments;
- Maintain integrity of financial data and chart of accounts as it pertains to finance reporting;
- Support the annual budgeting process and the production of business plan;
- Carry out monthly analysis and reporting of variances versus budget / forecast and prior periods;
- Monitor cost-centre expenditures versus forecasts and budgets, and provide controllership over operating costs;
- Increase the productivity and efficiency of the FP&A team by creating best-in-class tools, processes and reports that lead to automation of manual and recurring tasks;
- Maximize use of financial information systems and data analysis for managers and leadership throughout the system; Support and maintain IBM Cognos TM1 system and other FP&A systems.
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Your profile – Have you got what it takes to become our Financial Planning Analyst?
- You have a Financial/Accounting degree/background,
- 2-5 years’ experience in the finance sector is mandatory with good knowledge of corporate accounting and the insurance sector,
- Preferable previous experience in FP&A or similar roles,
- Strong analytical skills, numerate, capable of translating numbers into words, attention to detail,
- Advanced knowledge of Microsoft Excel, Power Point, Access, Word, Outlook etc.
- Knowledge and experience with ERP systems,
- Ability to work consistently and accurately in order to meet tight deadlines,
- Factual, pragmatic and metrics driven approach,
- Comfortable to work in a fast-paced business and technical environment, oriented to business results and client / internal and external stakeholders service excellence,
- Fluent in English (mandatory), any other European language will be considered as a plus, Proactivity, motivation, dedication and commitment.
We offer you
Sitting at the crossroads of private banking, asset management and insurance, we operate in a well-established and fast-growing segment of the financial services industry. We offer a thriving and entrepreneurial work environment, with the opportunity to work across multiple geographies, learn valuable new skills, develop great expertise, and establish long-lasting relationships. It is an exciting opportunity to build a network of contacts across the organisation in a collaborative and diverse workplace. Our Luxembourg office is home to a diverse team of over 50 nationalities and we are always looking for exceptional talent to join our team. Because our people are our greatest assets, you will enjoy reward and recognition packages. We also offer you the possibility to shape your professional career in line with your own goals and the opportunity to work with the top talent in the industry. We are committed to extending equal employment opportunities to all individuals.
Be a part of our community! #utmost
As an equal opportunity employer, all qualified applicants will receive consideration for employment without regard to gender, colour, religion, sexual orientation, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Given the sensitive nature of our business, industry sector and the role as described, the selected candidate is required to provide a criminal record (Bulletin n°3 for Luxembourgish residents). This excerpt will be kept by Lombard International Assurance S.A. in compliance with article 8-5 (2) of the law of 23 July 2016 and for no longer than one month from the conclusion of the employment contract; otherwise, it will be destroyed without any undue delay should the candidate not be hired.
Should you be interested in pursuing this opportunity, please send your application in full confidence to Lombard International Assurance S.A, https://www.lombardinternational.com/en-US/Careers/Job-Board
Lombard International Assurance is aware of its obligations under the General Data Protection Regulation (GDPR) and is committed to processing your data securely and transparently.
Our Recruitment privacy notice is in line with GDPR and provides more information with regards to the types of data that we collect and hold on you as a job applicant, including for the performance of Background Checks. It also sets out how we use that information, how long we keep it for and other relevant information about your data. For full details please click here Recruitment Privacy Statement