Performance Analyst, Finance & Banking

Performance Analyst

Join to apply for the Performance Analyst role at Phoenix Group.

• Job Type: Permanent
• Location: Edinburgh, Birmingham, Telford or London office with hybrid work.
• Flexible working: Open to part‑time, job‑share and other flexibility arrangements. Discuss your needs during recruitment.
• Closing Date: 16th January (23:55)
• Salary and benefits: £60,000 – £74,000 depending on experience plus 16% bonus up to 32%, private medical cover, 38 days annual leave, excellent pension, 12× salary life assurance, career breaks, income protection, 3× volunteering days and more.

We are Phoenix Group, a FTSE 100 long‑term savings and retirement business offering products across our market‑leading brands Standard Life, Sun Life, Phoenix Life and ReAssure. We have over 6,600 colleagues and aim to be the best place to work. We look to transition our portfolio to net zero by 2050.

We’re recruiting for a Performance Analyst to join our External Performance and Analysis Team.

• Maintain regular peer benchmarking of KPIs.
• Prepare competitor and industry reports to inform Group CEO, Group and Life Co CFOs, IR and strategy.
• Provide decision support / modelling to support external narrative.
• Support ad‑hoc strategy and Board requests with external data.
• Support preparation of investor presentations, results packs and Q&A.
• Provide peer and market data for IR narratives.
• Anticipate investor/analyst questions with robust analysis.
• Work with CFO/IR to ensure external messages align with internal insight.
• Support coordination and consolidation of scorecards across the organisation and provide suggestions and recommendations to the REMCO for Annual Incentive Planning and Long Term Incentive Planning.

We’re seeking a commercially minded finance professional with a strong background in FP&A or commercial finance. Sharp analytical and problem‑solving skills, coupled with excellent communication and presentation abilities, will allow you to translate complex data into clear, actionable insights for external audiences.

You have a meticulous eye for detail and accuracy, can confidently synthesise financial information, and navigate shifting priorities and deadlines. You manage stakeholders across all levels of the organisation and are an effective, collaborative partner.

• Proven experience in FP&A or commercial finance.
• Strong analytical and problem‑solving capabilities.
• Excellent communication and presentation skills.
• ACCA qualification (or equivalent).

• Strong awareness of external market dynamics and ability to apply this insight to financial planning and performance analysis.

We want to hire the whole version of you. We’re committed to ensuring that everyone feels accepted and welcome. If your experience looks different from what we’ve advertised and you believe you can bring value to the role, we’d love to hear from you.

Let us know if you require any adjustments to the recruitment process so we can help you to be at your best.

We’re reviewing applications as they come in, so apply early to avoid missing out.

• Guide for Candidates:
• Talk to us:

Many of our colleagues will be taking a well‑earned break over the festive period. We’re still advertising our open roles and, to provide the best candidate experience, there may be a delay in responding to applications received between 19 December and 5 January. Please bear with us and we’ll be in touch as soon as we can.