Job title – Financial Planner
Location – Farringdon, London
Contract – Temp Ongoing
Hours – Full Time

The Role Summary
Our client is looking for a Financial Planner to manage the scoping, construction, maintenance and monitoring of Group long-term financial plan and medium-term cash flow and liquidity forecasts including assumptions and parameters.
Your key duties within the role will include:

  • Contribute to an engaged and high performing Financial Planning team; prioritise tasks to meet key milestones; apply judgement showcasing the highest professional standards, culture of continuous improvement and exemplary values.
  • Prepare Group-wide Long-Term Financial Plan (LTFP) annually, including planning assumptions, stress-testing scenario analyses, financial risk triggers and mitigation plans; undertake monthly (informal) and quarterly (formal) reviews and update the plan to cover changes in business or economic conditions.
  • Undertake comprehensive annual (or more frequently if required) review of key assumptions and parameters incorporated into our long-term financial plan as well as our investment and disposal transaction financial appraisals.
  • Model Group financial performance, applying the methodology frameworks and key metrics scrutinised by Regulator, credit ratings agencies, investment analysts and lenders, including loan financial covenants. Interpret the results and share insights and recommendations to increase our financial resilience in line with risk appetite and ratings.
  • Support colleagues to articulate Group financial risk appetite for development and sales programme in aggregate including overall volume, tenure and archetype mix, capital commitments and cash flow profiles, risk buckets (market, execution, strategic land, counterparty, inflation etc) and risk-adjusted financial return expectations / hurdles.
  • Prepare monthly updates to medium-term cash flow and liquidity forecasts covering both operational and investment cash flows including variance analysis to budget and previous forecasts; monitor performance and headroom against key financial indicators.
  • Prepare robust Financial Forecast Return (FFR) for Regulator of Social Housing submission and to share with ratings agencies and lenders.
  • Prepare key elements of Quarterly Financial & Risk Survey (QFRS) for Regulator of Social Housing submission, in particular cash flow forecasts.

Key requirements

  • Professional qualification in accounting, treasury, banking or equivalent (such as ACA, ACCA, CIMA, CF, ACT, ACIB), or commitment to work towards one.
  • Financial plan problem-solving
  • Excellent Excel modelling skills and model discipline
  • Prior training to use financial planning software (Brixx) is highly desirable
  • Understanding of key long term financial planning approaches and principles
  • Knowledge of financial reporting, financial benchmarking, interpretation and analysis of financial statements and metrics is desirable
  • Experience of Lenders’ key financial metrics and ratings agencies’ credit assessment methodologies is beneficial
  • Experience of UK social housing or residential property development is desirable

If you are interested in this position and meet the above criteria, please send your CV now for consideration.
If you require any additional information regarding the position, please call Lewis at Service Care Solutions on (phone number removed) or send an E-Mail to (url removed)

Tagged as: Banking


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