Phoenix Group

Financial Planning and Analysis

• Own the quality and completeness of general ledger data.
• Ensure compliance with IFRS, SII, UK GAAP and Group Accounting Policy.
• Drive automation, reduce manual journals, and accelerate ledger close.
• Bring best practice experience to improve the accuracy and timeliness of IFRS reporting.
• Lead and develop your team, fostering a culture of continuous improvement.

Financial Accounting Manager

Actuary

• Join Line 1 Finance Risk and Governance team supporting Phoenix Group’s Finance function
• Strengthen risk and control environment across Finance
• Provide expert support and oversight to actuarial-aligned processes
• Partner with Heads of and senior stakeholders across Finance

Finance Risk & Controls Oversight Lead – Actuarial

Payroll

• Deliver end-to-end payroll processing accurately and on time, including:
• Data collection
• Payroll processing
• Preparing bank files and cheque registers
• Providing payroll reports to Finance
• Take ownership of Annuity Payrolls (including BPA payments where applicable)
• Provide cover for ARF/Taxed Cash payrolls when required
• Respond promptly to payroll queries
• Ensure compliance with Revenue legislation, including Payroll Submission and Revenue Payroll Notification (RPN)
• Maintain strict data protection and confidentiality standards
• Perform manual tax calculations as required
• Support Servicing/Transactional teams and Advisers with PAYE tax-related queries
• Attend monthly tax reconciliation meetings and assist Finance with payroll tax reconciliations
• Participate in annual Imputed Distribution projects and other payroll-related initiatives

Payroll Administrator

Analyst

• Support delivery of timely and high-quality reporting to the Board Renumeration Committee
• Coordinate business unit and function scorecard submissions
• Produce insightful investor presentations and results packs
• Collaborate with other Finance teams for strategic discussions
• Carry out regular peer and market analysis

Performance Analyst

• Driving strategic and financial planning and forecasting for Pensions & Savings
• Monitor financial performance and recommend actions to optimise results
• Partner with the Finance Business Partnering teams to align results and messaging
• Support and guide change activities, ensuring financial implications are well-managed
• Communicate complex financial insights clearly to diverse stakeholders
• Represent FP&A in governance forums, providing expert advice and challenge
• Partner with the wider Finance teams to ensure understanding and accuracy of past results and forecasts

Pensions & Savings Finance Lead

• Provide challenge in business performance plans and outcomes, with an aim to maximise commercial value in the aligned business area.
• Play a proactive role in the development of financial forecasting and planning, across a range of financial metrics, and ensure connection and consistency with the respective business areas activity and delivery.
• An ability to explain the trading results to the business stakeholders in a meaningful way that can influence decisions and actions. Supporting the business unit in understanding the commercial drivers behind each of the businesses to execute value maximising activity.
• Identify options and opportunities for financial performance management through considered analysis of experience and ensuring presentation of these findings in an appropriate method. Taking accountability to drive forward value to the aligned business area and champion a curiosity mindset, with a willingness to engage proactively in decisions.
• Deliver ad-hoc commercial analysis, identifying key trends and bringing these to life for the business stakeholders. Making recommendations from the findings of the analysis.
• Support the creation of business cases that will improve strategic value and ensure that these are aligned to ongoing strategy, forecasting and planning for the business.
• Effectively communicate complex information to a wide group of stakeholders against a background of continuous regulatory and business change. Ensuring that outputs are tailored appropriately to the audience.
• A self-starter attitude looking for ways to optimise or improve the outputs from the team to ensure we work efficiently and driving forward best-practice in making-things-happen. To be a trusted voice to the stakeholders across the business and finance.
• Taking ownership for commercial assessments within broader activity and feed into broader investment decisions for the aligned business area, ensuring that all financial impacts are understood and considered as part of decision making. Ensuring that accountability is taken for changes driven elsewhere across the Group that affect the business area of the team.
• Represent the team across various internal and external working groups/management committees, sharing knowledge and opinions, proactively engaging, and influencing other stakeholders where appropriate to ensure reasonable requirements are met.