Investment Planning Manager
Investment Planning Manager

Investment Planning Manager

Dartford Full-Time 49000 - 67000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Lead investment planning and manage data for quality homes.
  • Company: Thirteen Group is a leading housing association in the North East, managing over 34,000 properties.
  • Benefits: Enjoy hybrid work, competitive salary, generous leave, and health perks.
  • Why this job: Make a real difference in community housing while working in a diverse and inclusive environment.
  • Qualifications: Relevant qualification in building surveying or housing management; experience in data management required.
  • Other info: Flexible working arrangements with opportunities for personal growth and impact.

The predicted salary is between 49000 - 67000 £ per year.

Join us as an Investment Planning Manager at Thirteen Group! Are you someone who is passionate about data and planning management, who can get the most out of your team and colleagues? Would you love to oversee improvements to home quality and make a real difference for customers?

Role Overview: Thirteen Group is on the lookout for an innovative and collaborative Investment Planning Manager to lead our Investment Planning service. This crucial role will ensure we provide good quality homes and places for our customers by exceeding service and regulatory expectations through delivery of the corporate and asset strategies. You’ll support the effective and efficient management of the portfolio so that the optimum investment in properties can be achieved and develop comprehensive and robust 5-year and 30-year investment plans.

This is a hybrid role, so you’ll work mainly from home and at least one day a week from our fantastic office at Hudson Quay in Middlesbrough. We’ll need you to be flexible around business and team needs, so you may need to come into the office more frequently when required for key meetings.

Thirteen Benefits:

  • Salary - £58,545 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:

  • Lead on the development of the 5-year and 30-year portfolio investment planning activities, incorporating financial planning and design.
  • Manage the Stock Condition team to collect brilliant data held in the property management system. You’ll ensure that our data is relevant, up-to-date and of good quality.
  • Liaise and consult with stakeholders to ensure, where possible, that investment strategies and programmes are properly co-ordinated with business needs.
  • Develop investment models which underpin the corporate strategy to achieve high quality, sustainable, carbon reduced and desirable homes for customers.
  • Produce reports that inform on performance, highlight initiatives and track progress.

About You: We are looking for a great colleague who wants to work with us to deliver fantastic customer outcomes. You’ll have experience of stock condition and data management. You’ll be able to identify DHS Fails, HHSRS risks, create Stock Condition Survey pipelines and build 30 year planned investment programmes, budgeting and reforecasting. You’ll be confident understanding and interrogating data, information and reports to solve complex planning and building issues, to ensure delivery of our ambitious targets and quality homes for customers. Skills to present and provide practical solutions, whilst working to pressured timescales and cost deadlines. Your detailed understanding of regulatory requirements, investment planning, building standards and net-zero principles will also be key. You’ll hold a relevant professional qualification, at a minimum of HNC or degree level, in building surveying, construction or housing management, or equivalent. Ideally, you’ll be a current registered member of an appropriate institute e.g. CIOB, RICS.

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 Graeme Hoggins, Head of Investment Planning on 07796 964 357 for an informal discussion.

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.

Investment Planning Manager employer: Thirteen Group

Thirteen Group is an exceptional employer, offering a dynamic work culture that prioritises collaboration and innovation in the heart of Middlesbrough. With a strong commitment to employee growth, we provide extensive benefits including generous annual leave, a robust pension scheme, and health support services, all while fostering a diverse and inclusive environment. Join us to make a meaningful impact on our community and enjoy the flexibility of a hybrid working model that supports your work-life balance.
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Contact Detail:

Thirteen Group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Investment Planning Manager

✨Tip Number 1

Familiarise yourself with Thirteen Group's mission and values. Understanding their commitment to community building and customer outcomes will help you align your responses during interviews, showcasing how your personal values resonate with theirs.

✨Tip Number 2

Network with current or former employees of Thirteen Group on platforms like LinkedIn. Engaging in conversations about their experiences can provide valuable insights into the company culture and expectations for the Investment Planning Manager role.

✨Tip Number 3

Prepare to discuss specific examples of your experience with stock condition and data management. Highlighting your ability to create investment programmes and manage data effectively will demonstrate your suitability for the role.

✨Tip Number 4

Stay updated on the latest trends in investment planning and housing regulations. Being knowledgeable about current issues and innovations in the sector will show your commitment to continuous learning and improvement, which is crucial for this position.

We think you need these skills to ace Investment Planning Manager

Investment Planning
Data Management
Stock Condition Assessment
Financial Planning
Regulatory Compliance
Building Standards Knowledge
Project Management
Analytical Skills
Report Writing
Stakeholder Engagement
Problem-Solving Skills
Budgeting and Reforecasting
Communication Skills
Team Leadership
Understanding of Net-Zero Principles

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in investment planning, data management, and stock condition. Use specific examples that demonstrate your ability to lead teams and manage projects effectively.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for improving home quality and your understanding of the role's responsibilities. Mention how your skills align with Thirteen Group's mission and values.

Highlight Relevant Qualifications: Clearly state your professional qualifications, such as your HNC or degree in building surveying, construction, or housing management. If you have membership in relevant institutes like CIOB or RICS, be sure to include that as well.

Showcase Data Management Skills: Emphasise your experience with data management and your ability to analyse and interpret complex information. Provide examples of how you've used data to inform investment strategies and improve outcomes.

How to prepare for a job interview at Thirteen Group

✨Show Your Passion for Data

As an Investment Planning Manager, your ability to work with data is crucial. Be prepared to discuss specific examples of how you've used data to drive decision-making and improve outcomes in previous roles.

✨Demonstrate Stakeholder Engagement Skills

This role requires liaising with various stakeholders. Prepare to share experiences where you successfully coordinated investment strategies with business needs, highlighting your communication and collaboration skills.

✨Highlight Your Regulatory Knowledge

Understanding regulatory requirements is key for this position. Brush up on relevant regulations and be ready to discuss how you've ensured compliance in past projects, particularly in investment planning and building standards.

✨Prepare for Scenario-Based Questions

Expect questions that assess your problem-solving abilities under pressure. Think of scenarios where you've had to meet tight deadlines or manage complex planning issues, and be ready to explain your approach and the outcomes.

Investment Planning Manager
Thirteen Group
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  • Investment Planning Manager

    Dartford
    Full-Time
    49000 - 67000 £ / year (est.)

    Application deadline: 2027-03-29

  • T

    Thirteen Group

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