Financial Planning Manager

Bayman Atkinson Smythe; England; Hybrid; GBP 67,000; Full time

Job summary

A respected housing trust in Cheshire is seeking a Financial Planning Manager to lead business planning and financial modelling. This role involves overseeing treasury management and financial control while leading a small finance team. The position offers a competitive salary of £66,500, hybrid working, and a comprehensive benefits package including generous leave and pension contributions.

Benefits

Generous annual leave

Employer pension contribution

Health and well-being benefits

Qualifications

• Strong experience in business planning and financial modelling.
• Proven expertise in treasury management and statutory accounting.
• Ability to communicate financial information effectively.

Responsibilities

• Lead on the 30-year business plan and financial modelling.
• Provide financial leadership for development programmes.
• Manage the Trust's treasury function and loan portfolio.
• Oversee financial control and regulatory returns.
• Lead and motivate a finance team.

Skills

Business planning

Financial control

Treasury management

Financial modelling

Communication

Education

CCAB qualification (or equivalent)

Tools

BRIXX

Job description

Hybrid Cheshire Offices £66,500 + excellent holidays, pension, health and other benefits

Are you an experienced finance professional with a strong background in business planning, treasury, and financial control? We re working with a highly respected housing trust in Cheshire who are looking to appoint a Financial Planning Manager to play a key role in their ambitious growth plans.

This is a fantastic opportunity to join a collaborative, values-driven organisation as part of their Leadership Community, reporting directly to the Director of Finance.

The Role

As Financial Planning Manager, you will:

• Lead on the 30-year business plan, stress testing and financial modelling (using BRIXX and other tools).
• Provide financial leadership and business partnering to support a major development programme.
• Manage the Trust s treasury function and loan portfolio.
• Oversee financial control, compliance and regulatory returns.
• Lead and motivate a small finance team, acting as a key liaison across the organisation.

About You

We re keen to speak with finance professionals who can demonstrate:

• CCAB qualification (or equivalent) with evidence of continued CPD.
• Strong experience in business planning and financial modelling (including BRIXX or similar).
• Proven expertise in treasury management, statutory accounting and business partnering.
• A proactive, collaborative style with the ability to communicate financial information effectively at all levels.
• Experience in the housing sector would be advantageous, but not essential.

What s on Offer

• Salary: £66,500 per annum
• Hybrid working
• Generous annual leave plus bank holidays, additional leave purchase scheme
• Generous employer pension contribution
• Professional memberships covered
• Health, well-being and family-friendly benefits package

This is a permanent role offering long-term career development within a forward-thinking and supportive organisation.

Interested?
If you have the skills and experience outlined above, we d love to hear from you. Please apply with your CV today, or contact us for a confidential conversation.