Head Of Asset Investment And Financial Planning

3 weeks ago

Southampton, United Kingdom Tristone Nash Full time

TristoneNash are supporting a large housing provider in their search for a Head of Asset Investment and Financial Planning. The position heavily focussed on the financial/equity and investment planning side. Moving across in the longer more to the regen, rationalisation and treasury focused side of the team.

Job role:

Oversee the delivery of the Asset Management Strategy assuming responsibility for the management of the 5-year and 30-year financial plan which will include oversight and management of all associated data requirements, including stock and EPC programmes, in line with Board approved targets.

Lead on strategic investment planning and stock interventions across all assets.

Responsible for ensuring the long term investment plans represent value for money and continue to improve the quality of existing homes.

Lead on stock planning for EPC Band C and carbon net zero programmes of work.

Responsibilities:

Develop and deliver a data intelligence strategy which maximises the benefits associated with Internet of Things (IOT) technologies, and dynamic data collection through existing interactions with our homes.

Accountable for the development and delivery of annual and five year planned maintenance programmes. Ensuring investment programmes reflect the ambitions within the Asset Management Strategy and responding appropriately to regional investment priorities.

Ensure that leasehold interests are considered when planning investments and timescales, including time allowances for Section 20 consultation to ensure the full recovery of leasehold costs as and when applicable.

Partner with Treasury Team to ensure that investment programmes are in line with financial metrics.

Maintain 100% decent homes compliance, with appropriate monitoring of stock performance.

Lead on implications and implementation of Decent Homes 2 standard.

Lead the development of asset standards, ensuring this continues to future proof existing homes through our investment programmes.

Ensure that major asset projects are assessed for viability and correctly approved through the governance structure.

Support the development and implementation of GIS software. Ensure the software adopts to manage portfolio considerations remains suitable and where relevant support integration requirements.

Ensure that the objectives and asset strategy are understood across the business by creating and embedding a business partner approach.

Provide clear and effective leadership to the Strategic Asset Management team.

Experience required:

Proven substantive experience in asset management database management.

Carbon literate, with sound proven knowledge environmental and sustainability practices relating to retrofit.

Demonstrable experience in asset management and asset optimisation with the ability to lead and manage both investment programmes and stock assessments.

Ability to produce and display complex information and data including complex business plan multi-year budgets simply to clearly articulate and share knowledge with various audiences, including external stakeholders.

Proven experience of supporting and leading a small team within a senior leadership role, demonstrating credibility, strong influencing and communication skills, personal drive and ambition to make a difference.

Proven experience and a pro-active approach to leading innovation and change projects, embedding a sustainability strategy across the business.

Able to demonstrate analytical skills, decision-making, intellectual curiosity, intellectual honesty, pro-active and effective communication skills, both written and verbal.

Proven experience of building relationships and managing multi-stakeholder relationships along with the ability to influence, negotiate, generate confidence, trust and respect whilst working strategically across a large organisation.

Proficient in Microsoft Office packages including Outlook, Word and Excel, as well as the ability to build and operate spreadsheets and database to provide “real time” data.

Full driving licence and/or ability to travel in a timely and efficient manner to attend meetings and events in areas not covered by public transport.

Please get in touch for more details #J-18808-Ljbffr

  • Head Of Asset Investment And Financial Planning

    1 week ago

    Southampton, United Kingdom Tristone Nash Full time

    TristoneNash are supporting a large housing provider in their search for a Head of Asset Investment and Financial Planning. The position heavily focussed on the financial/equity and investment planning side. Moving across in the longer more to the regen, rationalisation and treasury focused side of the team. Job role: Oversee the delivery of the Asset...

  • Head Of Asset Intelligence

    1 week ago

    Southampton, United Kingdom Tristone Nash Full time

    TristoneNash are supporting a large housing provider in their search for a Head of Asset Investment and Financial Planning. The position heavily focussed on the financial/equity and investment planning side. Moving across in the longer more to the regen, rationalisation and treasury focused side of the team. Oversee the delivery of the Asset Management...

  • Head Of Asset Intelligence

    3 weeks ago

    Southampton, United Kingdom Tristone Nash Full time

    TristoneNash are supporting a large housing provider in their search for a Head of Asset Investment and Financial Planning. The position heavily focussed on the financial/equity and investment planning side. Moving across in the longer more to the regen, rationalisation and treasury focused side of the team. Oversee the delivery of the Asset Management...

  • Financial Advisor

    1 week ago

    Southampton, United Kingdom Quilter Financial Planning Full time

    ** Any applicant must hold Level 4 Diploma in UK financial advice **If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...

  • Financial Advisor

    1 month ago

    Southampton, United Kingdom Quilter Financial Planning Full time

    ** Any applicant must hold Level 4 Diploma in UK financial advice **If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...

  • Financial Advisor

    3 weeks ago

    Southampton, United Kingdom Quilter Financial Planning Full time

    Job Description** Any applicant must hold Level 4 Diploma in UK financial advice **If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated...

  • Financial Advisor

    2 weeks ago

    Southampton, United Kingdom Quilter Financial Planning Full time

    ** Any applicant must hold Level 4 Diploma in UK financial advice **Submit your CV and any additional required information after you have read this description by clicking on the application button.If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will...

  • Financial Advisor

    2 months ago

    Southampton, United Kingdom Quilter Financial Planning Full time

    If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...

  • Financial Adviser

    1 month ago

    Southampton, United Kingdom Quilter Financial Planning Full time

    ** Any applicant must hold a Level 4 Diploma in Financial Advice **An excellent opportunity for an experienced financial adviser to join an existing Quilter firm on an employed basis. Attractive basic salary with bonus structure, clients provided along with paraplanning and admin support.The ideal candidate will deliver personalized solutions to help clients...

  • Financial Advisor

    1 month ago

    City Of Southampton, United Kingdom Quilter Financial Planning Full time

    ** Any applicant must hold Level 4 Diploma in UK financial advice **If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...

  • Financial Advisor

    1 month ago

    City Of Southampton, United Kingdom Quilter Financial Planning Full time

    ** Any applicant must hold Level 4 Diploma in UK financial advice **If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...

  • Financial Advisor

    1 month ago

    City Of Southampton, United Kingdom Quilter Financial Planning Full time

    ** Any applicant must hold Level 4 Diploma in UK financial advice ** If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding...

  • Senior Investment Product Manager

    2 months ago

    Southampton, United Kingdom Quilter Full time

    Fixed Term Contract Duration - 12 Months What the Hiring Manager says This is an exciting opportunity to work within the Commercial Proposition team which spans our new business segment, bringing together Quilter Investors, Quilter Investment Platform and Quilter Financial planning. As a Senior Product Manager, you will help maintain the Quilter...

  • Investment Operations Administator

    4 weeks ago

    Southampton, United Kingdom Broadgate Search Full time

    Broadgate is working with a reputable asset management firm that provides comprehensive financial solutions and services to a diverse client base. With a focus on innovation, integrity, and client satisfaction our client is one of the most interesting companies we currently work with. Key responsibilities: - Client on-boarding - Maintaining stock static...

  • Director of Asset Investment

    4 days ago

    Southampton, United Kingdom myGwork LGBTQ Business Community Full time

    This inclusive employer is a member of myGwork – the largest global platform for the LGBTQ+ business community. When you’re part of Thermo Fisher Scientific, you’ll do challenging work, and join a team that values performance, quality and innovation. With revenues of more than $40 billion and the largest investment in R&D in the industry, we give our...

  • Director of Asset Investment

    5 days ago

    Southampton, United Kingdom myGwork LGBTQ Business Community Full time

    This inclusive employer is a member of myGwork – the largest global platform for the LGBTQ+ business community. When you’re part of Thermo Fisher Scientific, you’ll do challenging work, and join a team that values performance, quality and innovation. With revenues of more than $40 billion and the largest investment in R&D in the industry, we give our...

  • Head of Financial Operations

    4 weeks ago

    Southampton, United Kingdom MERJE Ltd Full time

    _Join a well-established law firm that specialises primarily in banking and finance. As a Head of Financial Operations, you will manage the Global Finance Operations team, implementing process improvements, driving effective, efficient finance processesand build a team to deliver excellent customer service. Reporting into the Group Finance Director, the...

  • Technology Asset Manager.

    5 days ago

    Southampton, United Kingdom Carnival Corporation and plc Full time

    Job Description We recognise the value in having people with a variety of backgrounds, experience and skills in our business. That means the role requirements here should be seen as a guide, not a checklist. If you have more, less or different experiences, but really relevant skills, wed love to hear from you. We work flexibly and will help you to...

  • Financial Support Manager

    3 weeks ago

    Southampton, United Kingdom UNIVERSITY OF SOUTHAMPTON Full time

    Widening Participation & Social Mobility Location:  Highfield Campus Salary:   £34,980 to £42,978 Per annum Full Time Permanent Closing Date:  Wednesday 29 May 2024 Interview Date:   To be confirmed Reference:  2712724HL The Widening Participation and Social Mobility Directorate are excited to be recruiting for a new Financial Support...

  • Self Employed Financial Planner

    4 weeks ago

    Southampton, Southampton, United Kingdom CMME Mortgages and Protection Limited Full time

    Highest Payaway Rate for Self-Employed Financial Advisers A rapidly expanding wealth management and financial advice firm is seeking to hire several financial advisers on a self-employed basis, offering highly competitive payaway rates. This initiative aims to manage and expand our existing client base. Currently, we have over 2,000 clients who are not...