Group Financial Planning Accountant

Wheatley Solutions

Job title: Group Financial Planning Accountant

Salary: SCP 45-48 (£58,147- £62,313) per annum

Contract: Permanent

Work pattern: 35 hours, Monday - Friday

Location: Agile Home Based with requirement to travel to local offices as required

Do you want to work with a values-driven organisation that makes a difference to people’s lives? Come and join Wheatley Solutions as Group Financial Planning Accountant.

About the role

The Group Financial Planning Accountant role will provide an excellent service to our customers across all areas of financial planning including, but not limited to, financial forecasting and long-term planning, decision support, project appraisal and reporting.

Reporting to the Group Financial Planning Manager, the post holder will support the annual business planning process for the subsidiaries and group. They will have responsibility for ensuring the integrity of our financial forecasting models and that our long-term financial projections are based on robust assumptions and reflect current accounting policies. The post holder will also have responsibility for preparing financial forecast information to meet our regulatory and key stakeholder reporting requirements. Working collaboratively with colleagues across the organisation the Group Financial Planning Accountant will contribute to the delivery of key strategic initiatives and projects through the provision of high-quality financial information, financial modelling and advice.

Who are we looking for?

The ideal candidate will be a qualified accountant with experience of financial reporting in a complex group environment, ideally within housing or infrastructure. They will be proficient in the preparation of medium / long term financial forecasts and will have experience in working with financial models. The ideal candidate will be forward thinking with a strong focus on innovation and continuous improvement and will be adept at finding creative solutions for customers.

Strong communication and interpersonal skills are essential as the role requires working with and preparing information for internal customers and external stakeholders. They should be able to demonstrate experience of managing a challenging workload in a busy environment and have experience of producing clear and accessible reports for senior management and boards. They should have excellent analytical skills and attention to detail and be skilled in Excel and the use of financial modelling techniques.

The benefits we offer

We offer a sector-leading benefits package.

The successful candidate will receive:

a rewarding career with a competitive salary;

access to a contributory pension scheme;

excellent leave entitlements;

enhanced maternity, paternity, adoption and shared parental leave;

contributions towards dental, optical, driving lessons and more;

access to staff inclusion networks promoting an inclusive workplace; and

24/7 access to our employee assistance programme.

Committed to inclusion

At Wheatley, are always looking to improve diversity within our teams. We want to create an inclusive environment where everyone can contribute their best work and achieve their full potential.

We actively celebrate our individual differences and recognise the collective strength this brings our organisation. It’s important our teams represent the communities we serve, and we welcome applications from any under-represented groups.

Closing date: 12pm on Monday, 1 September 2025.

Interviews: Week commencing 8 September 2025.

For an application pack and detailed job profile, please click here.

For a chat about the role, please contact Group Financial Planning Manager, Alison Campbell on 07442936614 or Alison.Campbell@wheatley-group.com

We want all our candidates to shine. If you need any reasonable adjustments to help you feel more comfortable during the recruitment process, please contact recruitment@wheatley-group.com