Senior Financial Planning Analyst

Salary: £56,290 - 60,322 per annum (SCP 45-48)

Closing date: 5pm on Wednesday 3 July 2024

Contract: Fixed Term

Contact email:

Location: Agile Home-Based Worker / Glasgow Office

Organisation: Wheatley Group

Hours: Full time

Contact phone: 07442936614

Wheatley Solutions

Job title: Senior Financial Planning Analyst

Salary: £56,290 - £60,322 per annum (SCP 45-48)

Contract: Fixed Term (12 Months)

Work pattern: 35 hours per week, worked Monday to Friday

Location: Agile Home-Based Worker / Glasgow Office

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

About the role

Wheatley Group’s finance team are committed to delivering excellent customer service and providing financial support and advice across the Group to enable it to achieve its strategic priorities.

The role has a focus on the financial monitoring and appraisal of the Group’s ambitious new build programme and the provision of financial reports for the Group’s development subsidiary. Key responsibilities of the role include decision support, new build project appraisals, management reporting, preparation of budgets and forecasts, and external statutory reporting.

The Senior Financial Planning Analyst will work closely with the Group Financial Planning Manager, Financial Reporting teams and the development team to ensure accurate and timely reporting of information, a smooth budgeting process and excellent customer service. The role will also support the wider business-planning process across the Group, providing cover and assistance to the Group Financial Planning Manager where required.

Who are we looking for?

The ideal candidate will be a qualified accountant with experience within a large organisation, ideally with a background in housing/construction/infrastructure. They will have experience in project appraisal, financial forecasting and the preparation of management and statutory accounts.

The successful candidate should also be used to working independently and be able to demonstrate experience of managing a challenging workload in a busy environment to meet all deadlines.  Strong knowledge of Microsoft Excel is essential as well as an ability to produce and present clear and accessible financial information and reports to an audience of non-financial experts.

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: 5pm on Wednesday 3 July 2024

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, at

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 Rachel Young on 07867291367 or