Financial Planning Manager in Northallerton

Financial Planning Manager in Northallerton

Northallerton Full-Time 60750 - 74250 £ / year (est.) No working from home possible
Nigel Wright Group Careers

At a Glance

  • Tasks: Lead financial planning processes and provide insights for informed decision-making.
  • Company: Join Broadacres, a leading rural housing association in North Yorkshire.
  • Benefits: Enjoy 33 days of annual leave, pension options, and professional development opportunities.
  • Other info: Be part of a motivated team focused on improvement and collaboration.
  • Why this job: Make a real impact on financial strategies while supporting rural communities.
  • Qualifications: Qualified finance professional with strong management accounting and analytical skills.

The predicted salary is between 60750 - 74250 £ per year.

Broadacres

Broadacres is the rural housing association for North Yorkshire.

For more than 30 years, it has grown alongside the communities it serves and now owns more than 7,000 homes, supported by over 400 colleagues.

The organisation is ambitious about what comes next: providing more safe, affordable homes, strengthening customer services and ensuring it is equipped to respond to the changing needs of rural communities.

Its 18-month Firm Foundations programme is creating the platform for the next corporate strategy.

With priorities spanning financial resilience, digital enablement, customer experience and organisational excellence, this is an important period of practical change and renewed ambition.

Broadacres is seeking a Financial Planning Manager who can build upon financial planning processes, elevate business partnering and give leaders the insight and constructive challenge needed to make confident, informed decisions.

With responsibility spanning performance reporting, long-term planning, treasury, regulatory returns, rents and service charges, this newly created role offers exceptional breadth and the scope to make a visible organisational impact.

Financial Planning Manager

Reporting to the Assistant Director of Finance, you will lead the Financial Performance team, managing four direct reports and a budget of £0.5 million.

You will oversee management accounting, budgeting and forecasting, while helping to move finance beyond reporting performance towards actively shaping it.

A central priority will be developing a trusted and commercially minded business partnering service that provides relevant insight, constructive challenge and practical support to leaders across Broadacres.

Your remit will also include long-term financial planning, treasury, statutory and regulatory reporting, rent and service charge setting, financial governance and value for money.

Key priorities will include

  • Deliver trusted, timely monthly management accounts, budgets and forecasts, supported by incisive variance analysis.
  • Maintain five-year and 30-year financial plans using scenario modelling, sensitivity analysis and stress testing.
  • Build a customer-focused finance business partnering model that strengthens understanding, ownership and accountability.
  • Coordinate regulatory returns, statutory accounts, audit support and taxation compliance.
  • Oversee liquidity, cash-flow forecasting, facility drawdowns, interest payments, lender covenants and treasury reporting.
  • Lead transparent, compliant rent and service charge setting.
  • Build a motivated, high-performing Financial Performance team.

About You

You will be a credible, fully qualified finance professional with strong management accounting, budgeting and forecasting experience.

You will combine technical rigour with the ability to interpret complex information, identify what matters and communicate it clearly to non-finance audiences.

You will bring

  • A strong grounding in management accounting, planning and performance reporting.
  • Experience of business partnering and influencing financial decisions.
  • Excellent analytical, modelling and Excel capability.
  • Experience supporting year-end reporting and external audit.
  • The confidence to provide constructive challenge at all levels.
  • Experience leading, motivating or developing others.
  • A collaborative, visible and improvement-focused leadership style.
  • Rewards and Benefits

Alongside a salary of £55,893, the package includes

  • 33 days’ annual leave, including bank holidays, increasing to 38 days with service.
  • A holiday-buying scheme.
  • Pension options with life cover and ill-health provisions.
  • Access to the Broad Rewards platform.
  • Confidential employee assistance and counselling support.
  • Learning, development, training and qualification opportunities.
  • Smart technology, eye-care and flu-vaccination benefits.

Financial Planning Manager in Northallerton employer: Nigel Wright Group Careers

As a leading engineering business in the North East, our client offers an exceptional work environment that fosters innovation and technical excellence. Employees benefit from a collaborative culture that encourages professional growth and development, with clear pathways to advance into leadership roles. The company's commitment to bespoke product development in safety-critical environments ensures that every team member plays a vital role in solving complex challenges, making this an exciting and rewarding place to work.

Nigel Wright Group Careers

Contact Details:

Nigel Wright Group Careers Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Financial Planning Manager in Northallerton

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Nigel Wright Group Careers. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Financial Planning Manager in Northallerton

Management Accounting
Budgeting
Forecasting
Financial Planning
Performance Reporting
Variance Analysis
Scenario Modelling

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Nigel Wright Group Careers.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Nigel Wright Group Careers's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Nigel Wright Group Careers

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Nigel Wright Group Careers.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Nigel Wright Group Careers will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Nigel Wright Group Careers employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.