At a Glance
- Tasks: Update the Long-Term Financial Plan and perform financial modelling for decision making.
- Company: Join a team focused on shaping financial strategies in the housing sector.
- Benefits: Enjoy up to 28 days of annual leave, health cash plan, and generous family-friendly policies.
- Other info: Home-based with travel to Solihull/Worcester offices 2-3 times per month.
- Why this job: Play a key role in supporting business decisions and building thriving communities.
- Qualifications: Qualified accountant or significant analyst experience in finance within large organisations required.
The predicted salary is between 61143 - 61143 £ per year.
£55,029 – £61,143 per annum (depending on experience). Permanent, Full Time – Home based with travel to Solihull/Worcester offices 2–3 times per month.
Join our team as an Investment Analyst and play a key role in shaping our long‑term financial strategy.
Responsibilities- Ensure the Long‑Term Financial Plan (LTFP) is continuously updated to include the latest financial position and forecasts in collaboration with Development, Assets, Treasury and Financial Reporting.
- Maintain the LTFP’s robustness and compliance with the Group's external Financial Covenants, Financial Golden Rules, and the core strategic driver “Strong: Financial Stability”.
- Perform a range of financial modelling, analysis and “what‑if” scenarios to support decision making.
- Prepare reports and presentations for Senior Management, Executive, Committee and Board.
- Support data preparation for the Regulator of Social Housing, including collation, validation and timely submission.
- Contribute to wider Group projects related to investment strategy and financial planning.
- Qualified accountant (CCAB or equivalent) or significant analyst experience.
- Demonstrable experience in finance / financial services within a large and complex organisation with substantial capital budgets.
- Previous Housing sector experience preferred.
- Experience in financial planning and analysis in a large complex organisation.
- Advanced IT skills, including complex Excel spreadsheets (with VBA) and confidence working with high‑value projects.
- Experience developing complex and bespoke financial models.
- Experience working with operational managers in a support role and liaising with people at different levels across the business.
- Although home‑based, must be able to travel to our offices in Solihull and Worcester 2–3 times per month.
- Up to 28 days’ annual leave plus bank holidays, with the option to buy or sell leave.
- Family-friendly policies, including generous maternity, paternity, shared parental, adoption leave and 3 days’ paid urgent domestic leave.
- Medicash membership with employee assistance programme, discounted gym access and exclusive discounts.
- Health Cash Plan up to £1,700 per year for dental, optical, physio and complementary therapies.
- Pension scheme with up to 12 % employer contribution (subject to employee contribution), including life assurance.
- Learning and development opportunities.
- Employee reward and recognition scheme, wellbeing hub and retail discounts.
Be part of a team that is making a difference. Help shape our financial strategy, support business decisions, and build homes and communities where people can thrive.
Investment Analyst - FP&A in Worcester employer: Platform Housing
This role offers a competitive salary of £55,029 – £61,143 per annum and a comprehensive benefits package including a pension scheme with up to 12% employer contribution. The company is dedicated to making a difference in the housing sector, providing opportunities for learning and development while supporting community growth.
