Financial Planning Manager
| Posting date: | 31 July 2025 |
|---|---|
| Salary: | £66,500 per year |
| Additional salary information: | £66,500 per annum |
| Hours: | Full time |
| Closing date: | 30 August 2025 |
| Location: | Rudheath, Northwich |
| Remote working: | Hybrid - work remotely up to 4 days per week |
| Company: | Weaver Vale Housing Trust |
| Job type: | Permanent |
| Job reference: | WVHT20250731 |
Summary
Job Title: Financial Planning Manager - Permanent
Hours: 37 hours per week (hybrid – Monday to Friday)
Salary: £66,500 per annum
Location: Hybrid based at Gadbrook Park, Northwich.
Are you looking for an exciting opportunity working as part of a professional, engaged, and friendly organisation? Our values are Compassionate, Accountable, Respectful and Exceptional, we are constantly striving to demonstrate these values in our day to day working environment and culture.
The Opportunity
Weaver Vale Housing Trust has an exciting opportunity for someone who is looking to develop their career with a great company. We are looking for a driven, diligent, and friendly Financial Planning Manager to join our Finance Team.
The Trust are embarking on an exciting and ambitious development programme over the next 10 years and are looking for an enthusiastic individual to lead on planning, treasury and business partnering to support this.
They will provide dedicated financial support and leadership to the Trust, delivering a comprehensive financial accounting and treasury service.
What Will You Do?
Completion of the 30 year business plan and accompanying stress testing using BRIXX modelling software and other financial modelling to support various projects within the Trust.
Lead business partnering to support the development programme including use of pro-val, sequel, adhering to Government legislation and monitoring delivery of programmes including budgeting, business plan development and month end reporting/monitoring.
Managing the Trust’s Treasury management function and loan portfolio.
Coordination and quality assurance of regulatory returns for the Finance Team, including cross-checks and triangulation with all Trust-wide data and returns.
Financial control and compliance lead for the Trust including technical support for the wider finance team.
Please see accountability profile for further detail and duties.
Minimum Requirements For This Role*
• CCAB qualification or equivalent and evidence of continued professional development
• Substantial experience in business planning including coordination of business plans, stress testing and use of BRIXX or similar business planning software.
• Substantial experience in the use of financial appraisal applications.
• Experience of statutory / financial accounting including accounts preparation and liaison with external auditors.
• Experience in Treasury and management of loan portfolios.
Additionally, due to the flexible working arrangements with this role, you will need access to a room where you can work from and a suitable internet connection.
*Please see Accountability profile for further information and requirements.
HOW TO APPLY:
Closing date for applications: Wednesday 03/09/2025 (12:00 noon)
(Please be aware that applications received after this time may not be considered)
In person Interview and assessment date(s):
• First stage interview week commencing 15/09/2025
• Second stage interviews (TBC)
Please review the job Information pack (on our website: www.wvht.co.uk) for further information and submit your CV with a covering letter (max. 2 pages) demonstrating how you meet the Essential and Desirable criteria in relation to the accountability profile.
Those applicants that consider themselves to have a disability and meet the essential criteria within the accountability profile for the role will be guaranteed an interview. Please confirm within your application if you consider yourself to have a disability and if so, what reasonable adjustments may be required for you to attend an interview or assessment.
Disclaimer:
• We may conduct social media checks from sources such as Google, Facebook and LinkedIn to assist us in our assessment of your suitability for the role.
• We reserve the right depending on application numbers to close or extend the closing dates for positions; we would therefore recommend an early application.
• Once a vacancy has closed, we are unable to consider further applications, so please submit your application as soon as possible to avoid disappointment.
• The recruiting manager will review your skills and experience to determine if there is a match with the position you have applied for. If there is, we will contact you by phone or email to schedule an interview / assessment. If not, you will not be contacted.
• We would love to respond to all unsuccessful applications but due to the number we receive this is unfortunately not possible. We will respond to all shortlisted applications within 3 weeks of a vacancy closing. If you haven’t heard from us during this time, we will not be pursuing your application any further.
• Successful applicants will be required to provide evidence of their Right to Work in the UK evidence of essential qualifications, complete a health questionnaire and undertake a DBS check (if relevant to the role).
• We reserve the right to refuse applications if they do not have an accompanying cover letter.
We appreciate your interest in Weaver Vale Housing Trust and the time you have invested in applying to us.
The Trust invites applications from all members of the community, irrespective of Gender, Gender reassignment, Sexual orientation, Race, Religion or belief, Disability, Age, Pregnancy and maternity, Marriage and civil partnership.
Hours: 37 hours per week (hybrid – Monday to Friday)
Salary: £66,500 per annum
Location: Hybrid based at Gadbrook Park, Northwich.
Are you looking for an exciting opportunity working as part of a professional, engaged, and friendly organisation? Our values are Compassionate, Accountable, Respectful and Exceptional, we are constantly striving to demonstrate these values in our day to day working environment and culture.
The Opportunity
Weaver Vale Housing Trust has an exciting opportunity for someone who is looking to develop their career with a great company. We are looking for a driven, diligent, and friendly Financial Planning Manager to join our Finance Team.
The Trust are embarking on an exciting and ambitious development programme over the next 10 years and are looking for an enthusiastic individual to lead on planning, treasury and business partnering to support this.
They will provide dedicated financial support and leadership to the Trust, delivering a comprehensive financial accounting and treasury service.
What Will You Do?
Completion of the 30 year business plan and accompanying stress testing using BRIXX modelling software and other financial modelling to support various projects within the Trust.
Lead business partnering to support the development programme including use of pro-val, sequel, adhering to Government legislation and monitoring delivery of programmes including budgeting, business plan development and month end reporting/monitoring.
Managing the Trust’s Treasury management function and loan portfolio.
Coordination and quality assurance of regulatory returns for the Finance Team, including cross-checks and triangulation with all Trust-wide data and returns.
Financial control and compliance lead for the Trust including technical support for the wider finance team.
Please see accountability profile for further detail and duties.
Minimum Requirements For This Role*
• CCAB qualification or equivalent and evidence of continued professional development
• Substantial experience in business planning including coordination of business plans, stress testing and use of BRIXX or similar business planning software.
• Substantial experience in the use of financial appraisal applications.
• Experience of statutory / financial accounting including accounts preparation and liaison with external auditors.
• Experience in Treasury and management of loan portfolios.
Additionally, due to the flexible working arrangements with this role, you will need access to a room where you can work from and a suitable internet connection.
*Please see Accountability profile for further information and requirements.
HOW TO APPLY:
Closing date for applications: Wednesday 03/09/2025 (12:00 noon)
(Please be aware that applications received after this time may not be considered)
In person Interview and assessment date(s):
• First stage interview week commencing 15/09/2025
• Second stage interviews (TBC)
Please review the job Information pack (on our website: www.wvht.co.uk) for further information and submit your CV with a covering letter (max. 2 pages) demonstrating how you meet the Essential and Desirable criteria in relation to the accountability profile.
Those applicants that consider themselves to have a disability and meet the essential criteria within the accountability profile for the role will be guaranteed an interview. Please confirm within your application if you consider yourself to have a disability and if so, what reasonable adjustments may be required for you to attend an interview or assessment.
Disclaimer:
• We may conduct social media checks from sources such as Google, Facebook and LinkedIn to assist us in our assessment of your suitability for the role.
• We reserve the right depending on application numbers to close or extend the closing dates for positions; we would therefore recommend an early application.
• Once a vacancy has closed, we are unable to consider further applications, so please submit your application as soon as possible to avoid disappointment.
• The recruiting manager will review your skills and experience to determine if there is a match with the position you have applied for. If there is, we will contact you by phone or email to schedule an interview / assessment. If not, you will not be contacted.
• We would love to respond to all unsuccessful applications but due to the number we receive this is unfortunately not possible. We will respond to all shortlisted applications within 3 weeks of a vacancy closing. If you haven’t heard from us during this time, we will not be pursuing your application any further.
• Successful applicants will be required to provide evidence of their Right to Work in the UK evidence of essential qualifications, complete a health questionnaire and undertake a DBS check (if relevant to the role).
• We reserve the right to refuse applications if they do not have an accompanying cover letter.
We appreciate your interest in Weaver Vale Housing Trust and the time you have invested in applying to us.
The Trust invites applications from all members of the community, irrespective of Gender, Gender reassignment, Sexual orientation, Race, Religion or belief, Disability, Age, Pregnancy and maternity, Marriage and civil partnership.
Proud member of the Disability Confident employer scheme
Disability Confident
About Disability Confident
A Disability Confident employer will generally offer an interview to any applicant that declares they have a disability and meets the minimum criteria for the job as defined by the employer. It is important to note that in certain recruitment situations such as high-volume, seasonal and high-peak times, the employer may wish to limit the overall numbers of interviews offered to both disabled people and non-disabled people. For more details please go to Disability Confident.