Investment Planning Officer in Liverpool

Job Description

Job Title: Investment Planning Officer

Contract Type: Fixed Term Contract until 20 November 2026

Salary: £36,383.00 per annum, pro rata (£40,040.00 is achieved after 12 months successful performance in the role per annum, pro rata)

Working Hours: 17.5 hours per week

Working Pattern: Flexible - to be discussed

Location: Liverpool (National role)

The difference you will make as an Investment Planning Officer

The Investment Planning Officer is responsible for the day‑to‑day input, maintenance, correction, and routine investigation of data owned by Asset Strategy and Delivery, helping to ensure information held across relevant systems is accurate, complete, and up to date.

Reporting to the Asset Database Manager, the role provides operational support by maintaining accurate records, processing updates and corrections, investigating routine data quality issues, and supporting more complex data cleansing and transformation activities under direction.

About You

• Experience of data entry, record maintenance, or administrative work involving high volumes of information.
• Experience checking data for accuracy, completeness, and consistency, and making routine corrections where required.
• Experience using Microsoft Excel and database or line‑of‑business systems.
• Experience of working with large data sets.
• Strong attention to detail and a careful, methodical approach to entering, checking, and maintaining data.
• Ability to follow procedures, guidance, and templates accurately and consistently.
• Ability to identify routine data issues, investigate them using available information, and take appropriate corrective action or elevate where needed.
• Good organisational skills and the ability to manage routine tasks and competing priorities effectively.
• Clear written and verbal communication skills.
• Ability to work collaboratively with colleagues, contractors, surveyors, and service teams to obtain and confirm accurate information.

Why Riverside?

At Riverside, we’re a housing association with a difference – enhancing the everyday for all our customers. For 90 years, we’ve been revitalising neighbourhoods and supporting communities by providing the homes they need to live full, fulfilling and rewarding lives.

We have a portfolio of over 75,000 affordable residential and retirement homes across the UK. Our work ranges from homelessness services to social care, employment support to retirement living, and we need the best people on board to help us.

Working With Us, You’ll Enjoy

• Competitive pay & generous pension
• 28 days holidays plus bank holidays
• Flexible working options available
• Investment in your learning, personal development and technology
• A wide range of benefits

Diversity And Inclusion At Riverside

We are inclusive. At Riverside, we value diversity in all its forms. We foster a workplace where all individuals are respected, empowered, and heard. Our commitment to inclusivity drives our success and enriches the lives of our customers and colleagues.

Riverside is a Disability Confident Employer and operates a Guaranteed Interview Scheme for any applicant who declares they have a disability. If the applicant meets the minimum requirements for the role (as set out in the role profile and/or person specification) they will be guaranteed an interview.

Role Profile

Data Administration and Maintenance

• Input, update, and maintain core property and asset data, including property details, attributes, components, and stock condition information.
• Process routine data amendments, corrections, and updates in line with agreed procedures.
• Check records for missing, duplicated, or inaccurate information and make corrections where required.
• Help keep data owned by Asset Strategy and Delivery aligned across relevant systems and spreadsheets.

Data Checking and Quality Support

• Carry out routine data checks to identify incomplete, inconsistent, or incorrect records.
• Review information from colleagues, contractors, surveyors, and other sources to support accurate updates and corrections.
• Identify, investigate, and resolve routine data quality issues by checking records, reviewing source information, and liaising with relevant teams to confirm the correct data.
• Maintain clear records of updates, corrections, and completed checks.

Data Records and Working Standards

• Maintain data records, templates, and reference files used to support property and asset data updates.
• Follow agreed data standards, naming conventions, and procedures when entering or updating information.
• Help keep guidance notes, field definitions, and working instructions up to date.
• Escalate recurring data issues or unclear requests to the appropriate manager or system lead.

Data Change Processing

• Receive and process approved requests for data changes, updates, and corrections.
• Carry out bulk uploads, amendments, or cleansing exercises using agreed templates and instructions.
• Check completed updates for accuracy and report any issues found.
• Refer non-routine or complex changes to the appropriate manager, analyst, or system specialist.
• Support the Asset Database Manager with more complex data cleansing, validation, and transformation activities, working to agreed instructions and templates.

Systems and Data Maintenance

• Use relevant systems, spreadsheets, and standard templates to maintain accurate records for data owned by Asset Strategy and Delivery.
• Support uploads of survey information, programme updates, and other routine data changes.
• Check imported or updated records to confirm they have been processed correctly.
• Work with system users, service teams, and managers to resolve routine data issues and confirm accurate records.

Reporting and Administrative Support

• Prepare routine data extracts, simple reports, and update logs for managers and colleagues.
• Respond to straightforward queries about data owned by Asset Strategy and Delivery.
• Provide administrative support for data‑related tasks, audits, and record checks.
• Assist with filing, organising, and maintaining supporting documentation linked to data updates.

Team Working and Communication

• Work with surveyors, compliance teams, programme teams, and other colleagues to obtain and confirm accurate information.
• Communicate clearly when information is missing, unclear, or needs correction.
• Support colleagues by following agreed processes and helping maintain consistent record keeping.
• Escalate issues that cannot be resolved through routine checks or corrections.

Person specification

Essential

Knowledge, Skills and Experience

• Experience of data entry, record maintenance, or administrative work involving high volumes of information.
• Experience checking data for accuracy, completeness, and consistency, and making routine corrections where required.
• Experience using Microsoft Excel and database or line‑of‑business systems.
• Experience of working with large data sets.
• Strong attention to detail and a careful, methodical approach to entering, checking, and maintaining data.
• Ability to follow procedures, guidance, and templates accurately and consistently.
• Ability to identify routine data issues, investigate them using available information, and take appropriate corrective action, or accelerate where needed.
• Good organisational skills and the ability to manage routine tasks and competing priorities effectively.
• Clear written and verbal communication skills.
• Ability to work collaboratively with colleagues, contractors, surveyors, and service teams to obtain and confirm accurate information.

Desirable

• Relevant training or certification in data administration, business administration, or information management.
• Knowledge of property, asset, housing, repairs, or compliance data.
• Experience of working with multiple information sources to help confirm accurate records.
• Experience of supporting routine audits, data cleansing, or bulk update exercises.
• Experience in housing, asset management, repairs, compliance, or property‑related services.

About Us

Riverside is one of the UK’s leading not‑for‑profit social housing and regeneration organisations, owning or managing around 75,000 homes from Irvine to Kent. We are a leading provider of supported housing services, particularly for those affected by homelessness, and our track record of transforming lives and revitalising neighbourhoods dates back over 90 years. We have plans to build over 15,000 affordable homes over the next decade.

Our Values and Behaviours

Creating an Inclusive Environment