Investment Planning Specialist

Job Description

Join us as an Investment Planning Specialist at Thirteen Group!

Role Overview:

Thirteen Group is on the lookout for an Investment Planning Specialist to join our Investment Planning team at Hudson Quay working alongside our two existing Investment Planning Specialists and supporting our Investment Planning Lead.

This role has been categorised as hybrid, meaning that you will have the flexibility to work from home for the majority of the working week but may be required to be physically present at our main HQ in Middlesbrough or be expected to travel to a Thirteen hub for collaborative work.

Thirteen Benefits:

• Salary - £28,078 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:

• You’ll work closely with internal and external stakeholders to collate and validate the data we hold in our asset management software.
• You’ll be helping to develop robust one-year and five-year capital investment schemes, considering customer needs and aspirations, and co-ordinating and identifying other works e.g. relating to energy efficiency.
• You will also need to efficiently respond to and process enquiries and be able to confidently produce data reports and management information.

About You:

• You’ll need great analytical skills to be able to confidently extract, interpret, and process large amounts of data.
• You should demonstrate excellent verbal and written communication skills.
• You’ll need to be proficient in using various software packages, specifically MS Excel.
• You’ll be passionate about great customer service.

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 and inclusivity.

- Be a part of a company that offers tailored support services, going beyond just housing solutions.

Interested?

If you’d like to talk more about the role please contact Chris Pearson, Investment Planning Manager for an informal discussion. Chris can be contacted on 07796 961804.

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!