Financial Planning Specialist

Goodman Masson; Greater London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A reputable social housing provider in London is seeking a Financial Planning professional to lead the preparation of their 30-year financial plan. This interim position offers an opportunity for a temporary to permanent fit. Candidates should be qualified accountants with a strong background in long-term financial planning within social housing and hands-on experience with Brixx. Successful applicants will engage with stakeholders and drive financial insights effectively.

Qualifications

• Qualified accountant or QBE with significant relevant experience.
• Strong experience in financial planning within social housing.
• Proven experience with Brixx financial model.

Responsibilities

• Lead on the preparation and maintenance of the 30-year financial plan.
• Act as a finance business partner for non-finance stakeholders.
• Prepare and submit quarterly NROSH returns.

Skills

Long-term financial planning

Stakeholder engagement

NROSH reporting

Brixx financial model

Education

Qualified accountant (ACA / ACCA / CIMA)

Tools

Brixx

Job description

A London-based reputable social housing provider is seeking a Financial Planning candidate to join their dynamic team. The organisation provides a first class service for their tenants and plays an important role in the community. The role is an interim position to start with but has the option of temporary to permanent if the right fit on both fronts.

Responsibilities

• Lead on the preparation and maintenance of the 30-year financial plan
• Own and manage the Brixx financial model, ensuring accuracy and alignment
• Prepare and submit quarterly NROSH returns and support wider regulatory reporting requirements
• Act as a finance business partner to non-finance stakeholders, providing insight and challenge on financial plans and investment decisions
• Support the Head of Finance with treasury activities

Requirements

• Qualified accountant (ACA / ACCA / CIMA) or QBE with significant relevant experience
• Strong experience in long-term financial planning within social housing
• Proven hands-on experience with Brixx
• Solid understanding of NROSH reporting and regulatory frameworks in the sector
• Strong stakeholder engagement skills, with the ability to translate complex financial information into clear, actionable insights

Please do apply if you are interested and have the relevant experience so we can organise a catch up.