Financial Planning Manager

Bayman Atkinson Smythe Ltd; Northwich; Hybrid; GBP 67,000; Full time

Job summary

A respected housing trust is seeking a Financial Planning Manager to join their Leadership Community in Cheshire. This hybrid role involves leading the business plan, managing treasury functions, and overseeing financial control. The ideal candidate will hold a CCAB qualification and have substantial experience in business planning and financial modelling. Excellent salary and benefits package offered, including generous annual leave and professional membership coverage.

Benefits

Generous annual leave

Employer pension contribution

Health and well-being benefits

Qualifications

• CCAB qualification with evidence of continued CPD.
• Strong experience in business planning and financial modelling.
• Proven expertise in treasury management and statutory accounting.

Responsibilities

• Lead on the 30-year business plan and financial modelling.
• Manage the Trust's treasury function and loan portfolio.
• Oversee financial control and regulatory returns.

Skills

Business planning

Treasury management

Financial modelling

Statutory accounting

Collaboration

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.