Junior Financial Planning Analyst
Lifestone Homes Ltd
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Benefits offered by this job
Job summary
Lifestone Homes is seeking a Junior Financial Planning Analyst to join the Corporate Finance team. You will help maintain the 30-year business plan, support investment appraisal and long‑term forecasting, and work with Development, Treasury and Asset Management to drive growth.
You'll gain exposure to complex modelling, regulatory reporting and management information, with training and career development in a values‑led organisation committed to affordable homes and social impact.
Qualifications
- Experience of business planning, financial analysis or financial modelling.
- Understanding of the impact economic assumptions can have on long‑term business plans.
- Advanced Microsoft Excel skills, with strong knowledge of Word and Outlook.
- CCAB qualified accountant or currently studying towards CCAB qualification.
- Strong technical Excel and data analysis skills.
- Ability to translate complex financial information into clear and understandable outputs.
Responsibilities
- Maintain the organisation's 30‑year financial model.
- Support testing of financial capacity for new developments, growth opportunities and investment projects.
- Assist with stress‑testing and scenario modelling to support business planning and decision making.
- Support Development teams with financial appraisal modelling using ProVal.
- Support Strategic Asset Management teams in appraising existing assets and investment decisions.
- Build strong working relationships with colleagues across Development, Treasury and Asset Management.
Skills
Education
Tools
Job description
Salary: £45,832 + Excellent Benefits
Location: Wooburn Green, High Wycombe or Letchworth Garden City
Hybrid working: Minimum of two days per week in the office and three days per week working from home
Contract: Permanent
Hours: 37 per week
Are you looking to join a growing, values-led organisation with a clear social purpose? At Lifestone Homes, we’re proud to be the largest housing group in the region, managing over 30,000 homes across Buckinghamshire, Bedfordshire, and Hertfordshire. Everything we do is about delivering excellent services, high quality homes, neighbourhoods we can be proud of and maximising number of new affordable homes we build. Through our merger we’ve brought together shared values, skills and ambition, so we can build more affordable homes and make an even bigger difference in the communities we serve If you're ready to grow your career in a supportive, inclusive environment while helping to shape stronger communities, we’d love to welcome you on our journey. Together, we’re building a better future.
We are looking for a Junior Financial Planning Analyst to join our Corporate Finance team and support the long‑term financial planning and growth ambitions of Lifestone Homes. This is an excellent opportunity for someone looking to develop their career within financial planning, corporate finance and business modelling. Working closely with teams across Development, Sales, Treasury and Strategic Asset Management, you will help maintain and develop our 30‑year business plan, support investment decisions and provide meaningful financial analysis to support future growth. You will gain exposure to complex financial modelling, long‑term forecasting, regulatory reporting and investment appraisal, while working alongside experienced finance professionals in a business‑critical function.
- Assist in maintaining and updating the organisation's 30‑year financial model
- Support testing of financial capacity for new developments, growth opportunities and investment projects
- Assist with stress‑testing and scenario modelling to support business planning and decision making
- Support Development teams with financial appraisal modelling using ProVal
- Support Strategic Asset Management teams in appraising existing assets and investment decisions
- Build strong working relationships with colleagues across Development, Treasury and Asset Management
- Assist in linking long‑term cash flow forecasting with NROSH and Brixx reporting requirements
- Support the preparation of reports and analysis for management and governance committees
- Contribute towards regulatory reporting and financial returns
- Deputise for the Business Analyst when required
- Provide financial insight and analysis to help support strategic decision making
- Accurate and timely updates to the organisation's long‑term financial model
- High‑quality financial analysis supporting investment and growth decisions
- Effective support for quarterly and annual regulatory reporting requirements
- Strong stakeholder relationships across the business
- Reliable financial forecasting and business planning support
- Meaningful financial insight that supports informed decision making
- Continuous development of financial modelling and analytical expertise
- Experience of business planning, financial analysis or financial modelling
- Understanding of the impact economic assumptions can have on long‑term business plans
- Advanced Microsoft Excel skills, with strong knowledge of Word and Outlook
- CCAB qualified accountant or currently studying towards a CCAB qualification
- Strong technical Excel and data analysis skills
- Ability to translate complex financial information into clear and understandable outputs
- Strong numerical and analytical skills
- Ability to work collaboratively with stakeholders across different business areas
- Strong attention to detail and accuracy
- Good communication skills and ability to present information clearly
- Experience working with Brixx or the aptitude to learn specialist financial modelling software
- Experience of complex long‑term business plan modelling
- Previous experience working within a corporate finance environment
- Experience within the social housing sector
- Experience supporting development appraisals or asset investment decisions
- 25 days annual leave, increasing with service to a maximum of 30 days
- 30 days annual leave from day one for Head of Service, Assistant Director and Director roles
- Christmas closure in addition to your annual leave entitlement
- Option to buy up to 5 additional days of annual leave each year
- Generous pension scheme with up to 10% employer contributions
- Annual performance bonus scheme, recognising individual contributions and achievements
- Enhanced family-friendly leave, including maternity and paternity benefits
- Health Cash Plan with support for everyday healthcare costs, virtual health services, gym discounts and free cover for up to four dependent children
- Life assurance worth three times your annual salary
- Employee Assistance Programme (EAP) providing 24/7 confidential support for your mental, physical and financial wellbeing
- Flexible and hybrid working, helping you balance work and personal commitments
- £200 annual flexible benefits allowance to spend through our benefits platform
- Generous sick pay and income protection cover
- Essential car user allowance and business mileage payments for eligible roles
- Salary sacrifice car leasing scheme with electric and hybrid vehicle options
- Funded training, professional qualifications and apprenticeships
- Two paid Giving Back Days each year to support local communities and charitable causes
- Up to 5 days paid carers leave
- Up to 5 days paid emergency childcare leave
- Paid professional membership or subscription (one per year)
- Peer recognition and reward programme
- Sabbatical opportunities for eligible colleagues
- Mental Health First Aiders across the organisation
- Modern office facilities, including free parking and EV charging where available
- 37 hours per week (Monday - Friday)
We are committed to creating an inclusive workforce, by reflecting and representing the diversity of the communities we serve. We would like to encourage applications from disadvantaged socio-economic backgrounds; people who identify as disabled, neurodiverse, members of the LGBTQ+ community and people from underrepresented groups.
We are committed to providing reasonable adjustments throughout our recruitment process and we’ll always endeavour to be as accommodating as possible. Please let us know in advance of any suitable arrangements required. Due to the nature of some of our roles involving work with vulnerable members of society, this post may be subject to a basic or enhanced Criminal Disclosure, which will be carried out when a conditional offer is made. Please ensure you fully answer the questions on the application form.
Closing Date: 06.11.2026
We reserve the right to close this vacancy earlier than the closing date should we find a suitable candidate.
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