Financial planning analyst Work, Jobs in Bournemouth (with Salaries)

Financial Systems Reporting Analyst
LV= Life & Pensions —Bournemouth
- Azure
- Oracle
- SQL
- Employee assistance programme
- Employee discount
Business Analysis Senior Associate
JPMorganChase —Bournemouth
- Full-time
- Customer service
- Data analysis skills
- Agile
Business Management Support Analyst (Part Time)
JPMorganChase —Bournemouth
- Part-time
- Analysis skills
- SharePoint
- Time management
Prime Financial Securities Client Service Analyst
JPMorganChase —Bournemouth
- Full-time
- Customer service
- AI
Payment Operations Transformation Project Manager Associate
JPMorganChase —Bournemouth
- Full-time
- Organisational skills
- Financial services
- Communication skills
Bids and Proposals Analyst
Eaton —Wimborne
- Part-time
- Sales
- Negotiation
- Flexible schedule
Head of Insights & Analytics
McCarthy & Stone —Bournemouth
- Full-time
- Hybrid work
- Presentation skills
- Continuous improvement
- Leadership
- Employee assistance programme
Quick apply
4d
Governance, Risk & Compliance (GRC) Analyst
Quilter —Southampton
- Full-time
- Microsoft Word
- Microsoft Excel
- Analysis skills
5d
Project Analyst (6 Month FTC)
Quilter —Southampton
- Full-time
- Analysis skills
- Organisational skills
- Communication skills
10d
Senior Business Manager
Eaton —Wimborne
- Hybrid work
- Sales
- Business development
- Bachelor's degree
- Flexible schedule

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financial planning analyst jobs near bournemouth

Financial Systems Reporting Analyst

LV= Life & Pensions -
Bournemouth

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Job details

Fixed term contract

Benefits

Cycle to work scheme
Company pension
Employee assistance programme
Private medical insurance
Employee discount

Qualifications

Jira
Crystal Reports
Power BI
Azure
Oracle
Oracle EBS
SQL
Profit & loss
Accounting
VBA
Financial services
PL/SQL
Communication skills

Full job description

About The Role

We have an exciting opportunity for a proactive and analytical individual to join us as a Financial Systems Reporting Analyst.

As a leading UK life and pensions mutual insurer with a proud history dating back to 1843, we exist to help people live financially confident lives – protecting their income while they work and maximising it when they stop. Today, over one million members and customers trust us to look after their futures, families and finances.

Joining us means becoming part of a team that puts our members, customers and advisers at the heart of everything we do.
We’re committed to creating an inclusive culture where colleagues can thrive. We are proud to have built a workplace where our colleagues feel welcomed, respected, supported and valued – reflected in our recognition as one of the Financial Times UK’s Best Employers in 2025 and 2026.
We celebrate individuality and believe our differences make us stronger, so bring your true self and help shape the future of LV=.

You will lead and improve Finance reporting, planning, and BI systems to support better decision-making and efficiency. We’re looking for someone with strong finance and data experience who can manage stakeholders, simplify processes, and drive automation.

The role is offered on a fixed-term basis of 12 months and based out of our Bournemouth office with flexible office attendance.

Key Responsibilities

Redesign financial systems and processes by analysing current workflows, identifying inefficiencies, and implementing optimised solutions.
Represent Finance Systems in project meetings, ensuring alignment with business objectives.
Drive change management and best practice governance ensuring structured implementation of system updates and process improvements.
Enhance and maintain reporting tools and systems, including full end-to-end testing and validation, providing supporting documentation.
Communicate effectively with stakeholders on system updates, challenges, risks, and opportunities.
Collaborate with third-party software suppliers to support and improve systems.
Define processes, support training, and champion system adoption across LV=.
Mentor team members and promote knowledge sharing across Finance Systems.
Provide BAU support, including issue resolution, user support, training, and documentation.
Continuously learn and develop expertise in new systems and tools, creating detailed documentation to share knowledge with the wider team.

About You

Demonstrated experience with Finance Systems, including Oracle E-Business Suite (R12), SQL, and reporting tools (e.g., Power BI, BlackLine).
Solid accounting knowledge, particularly across MI and planning, with experience producing core financial reports (P&L, balance sheet, cost centres).
Advanced technical skills, including SQL, PL/SQL, Excel (VBA), and relational databases.
Proven ability to drive system improvements, automation, and data-led insights.
Strong stakeholder management and communication skills across all levels.
Knowledge of financial processes and controls, ideally within Financial Services.
Experience with integrations, reporting development, and end-to-end system delivery.
Proactive, strategic mindset with leadership and mentoring capability.

Desirable

P/Q or Qual ACCA/CIMA/AAT
Experience with Tagetik, Power Query, SAP Crystal Reports, Azure/Jira, and banking/payment systems.

Rewards & Benefits
This role is a Band C in the LV= Structure.

At LV= Savings and Retirement, you’ll go above and beyond to do the right thing for our customers. We’ll reward your hard work with an attractive, competitive salary and benefits package, which includes:

30 days' holiday, with the option to buy up to 5 additional days
Competitive pension scheme - LV= Life and Pensions will double-match the amount you pay, up to 14% (subject to National Minimum Wage requirements)
An annual bonus scheme based on personal performance
Single-cover private medical insurance (with the option for you to upgrade to family cover)
Flexible benefits, including a cycle to work scheme, personal accident insurance, critical illness cover and dental insurance
Up to 20% discount on our life products for you and your immediate family
A group life assurance policy with 4 x your basic pay to go to your dependents (you’ll have the option to increase to 8 x cover)
Group Income Protection (if you become a member of the Pension scheme and reach 5 years of service)
Access to our Employee Assistance Programme (EAP) for support when you need it
A virtual GP service
Shared parental leave
Up to 20% discount on our life products for you and your immediate family.

Please note all salary sacrifice benefits are subject to National Minimum Wage requirements i.e. you are unable to select any benefits that would reduce your base pay below the minimum wage threshold.

Please note that we are unable to offer Skilled Worker Visa Sponsorship for this role. Therefore, you must ensure that you are eligible to work in the UK without our sponsorship for your application to be considered.

About Us

We’re proud of our inclusive culture at LV= and, as an equal-opportunity employer, we continually work to remove unconscious bias from our recruitment process. We value our colleagues for what they bring to our team regardless of any protected status or characteristics they may have. Talk to us about flexible working as part of your application; if it’s right for you, our members and customers, and our business, then we’ll do everything we can to make it happen.

Apply Now

Refine Your Search

financial planning analyst jobs in bournemouth

Financial Systems Reporting Analyst

Business Analysis Senior Associate

Business Management Support Analyst (Part Time)

Prime Financial Securities Client Service Analyst

Payment Operations Transformation Project Manager Associate

Bids and Proposals Analyst

Head of Insights & Analytics

Governance, Risk & Compliance (GRC) Analyst

Project Analyst (6 Month FTC)

Senior Business Manager

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