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- Tasks: Support the Investment Planning team by managing data and developing investment schemes.
- Company: Thirteen Group is a leading housing association focused on community building in the North East.
- Benefits: Enjoy hybrid working, 28+ days annual leave, and a generous pension scheme.
- Why this job: Make a real impact in your community while working in a diverse and inclusive environment.
- Qualifications: Strong analytical skills, excellent communication, and proficiency in MS Excel required.
- Other info: Flexible work options and opportunities for personal development await you!
The predicted salary is between 24000 - 36000 £ per year.
Join us as an Investment Planning Specialist at Thirteen Group!
Role Overview:
Thirteen Group is on the lookout for an Investment Planning Specialist to join our Investment Planning team at Hudson Quay working alongside our two existing Investment Planning Specialists and supporting our Investment Planning Lead. This role has been categorised as hybrid, meaning that you will have the flexibility to work from home for the majority of the working week but may be required to be physically present at our main HQ in Middlesbrough or be expected to travel to a Thirteen hub for collaborative work.
Thirteen Benefits:
- Salary - £28,078 per annum (Pay award pending)
- Annual leave – starting at 28 days and rising to 31 days after three years, a day off for your birthday, plus bank holidays.
- Pension – up to 17% contributions (flexible contribution rates of up to 7% colleague and up to 10% employer).
- Simply Health – save money on common health expenses and get access to health and wellbeing support services.
- T’dar – our Discount and Reward platform giving you huge savings on everyday brands.
- Opportunities to buy and sell annual leave.
Key Responsibilities:
- You’ll work closely with internal and external stakeholders to collate and validate the data we hold in our asset management software.
- You’ll be helping to develop robust one-year and five-year capital investment schemes, considering customer needs and aspirations, and co-ordinating and identifying other works e.g. relating to energy efficiency.
- You will also need to efficiently respond to and process enquiries and be able to confidently produce data reports and management information.
About You:
- You’ll need great analytical skills to be able to confidently extract, interpret, and process large amounts of data.
- You should demonstrate excellent verbal and written communication skills.
- You’ll need to be proficient in using various software packages, specifically MS Excel.
- You’ll be passionate about great customer service.
Why Thirteen Group?
We’re more than just a housing association – we’re a community builder. As the largest housing association in the North East and among the top 25 nationally, we manage over 34,000 properties.
- Join a team that’s local at heart but welcomes talent from everywhere.
- Be part of an organisation that values diversity and inclusivity.
- Be a part of a company that offers tailored support services, going beyond just housing solutions.
Interested? For more details, please refer to the attached documents. If you’d like to talk more about the role please contact Chris Pearson, Investment Planning Manager for an informal discussion. Chris can be contacted on 07796 961804.
Are You Ready for a Rewarding Challenge? Join us at Thirteen Group and be a part of our vision to improve lives every day. APPLY NOW and start your journey towards making a meaningful impact in our community!
As part of our hiring process, if you’re successful we’ll need to verify your right to work in the UK. Unfortunately, we are not a Skilled Worker Sponsoring Employer at this time.
Thirteen have an Employability service that can support Thirteen tenants and the wider community. If you would like support with your application, please call 01642 947840 or 07425 756555. Alternatively you can email employability@thirteengroup.co.uk detailing the vacancy you are interested in. (Please note for some aspects of the service eligibility applies.)
Investment Planning Specialist employer: Thirteen Group
Contact Detail:
Thirteen Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Planning Specialist
✨Tip Number 1
Familiarise yourself with the key responsibilities of the Investment Planning Specialist role. Understanding how to collate and validate data in asset management software will give you an edge. Consider brushing up on your MS Excel skills, as proficiency in this software is crucial.
✨Tip Number 2
Reach out to Chris Pearson, the Investment Planning Manager, for an informal chat about the role. This not only shows your enthusiasm but also gives you insights into what the team values most in a candidate.
✨Tip Number 3
Highlight your analytical skills during any discussions or interviews. Be prepared to discuss specific examples of how you've successfully extracted and interpreted large amounts of data in previous roles.
✨Tip Number 4
Demonstrate your passion for customer service by sharing experiences where you've gone above and beyond to meet customer needs. This aligns well with Thirteen Group's mission of community building.
We think you need these skills to ace Investment Planning Specialist
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the key responsibilities and skills required for the Investment Planning Specialist position. Tailor your application to highlight how your experience aligns with these requirements.
Highlight Analytical Skills: Since the role requires great analytical skills, make sure to provide specific examples in your CV and cover letter that demonstrate your ability to extract, interpret, and process data effectively.
Showcase Communication Skills: Excellent verbal and written communication skills are essential for this role. Include instances where you successfully communicated complex information or collaborated with stakeholders in your previous roles.
Tailor Your Application: Customise your CV and cover letter for Thirteen Group by mentioning their values and how you can contribute to their mission of community building. This shows your genuine interest in the organisation and the role.
How to prepare for a job interview at Thirteen Group
✨Showcase Your Analytical Skills
As an Investment Planning Specialist, you'll need to demonstrate your ability to extract and interpret large amounts of data. Prepare examples from your past experiences where you've successfully analysed data and how it influenced decision-making.
✨Communicate Clearly
Excellent verbal and written communication skills are crucial for this role. Practice articulating your thoughts clearly and concisely, and be ready to discuss how you would communicate complex information to various stakeholders.
✨Familiarise Yourself with MS Excel
Proficiency in MS Excel is a must for this position. Brush up on your Excel skills, especially functions related to data analysis, as you may be asked to demonstrate your capabilities during the interview.
✨Understand Thirteen Group's Values
Thirteen Group values diversity and community building. Research their mission and values, and be prepared to discuss how your personal values align with theirs, showcasing your passion for customer service and community impact.
