Financial Planning Specialist

6 days ago

Hull, Kingston upon Hull, United Kingdom CV Library Full time

About the Role:

We are seeking a highly skilled Financial Planning Specialist to join our team at CV Library, one of the UK's largest Modular construction companies. As a key member of our pre-construction team, you will be responsible for providing accurate tenders and quotations from client enquiries, offering early cost planning advice.

Key Responsibilities:

  • Accurate calculation of quantities and prices as required.
  • Liaising with clients, subcontractors, and suppliers.
  • Preparing detailed contractors' proposals in line with internal designs, client information, and employer requirements.
  • Collaborating with the pre-construction team to develop logistics proposals.
  • Working under tight deadlines, managing multiple projects simultaneously.
  • Being commercially astute, recognising scope limitations, and ensuring qualifications are aligned, risk management is costed, and opportunities are identified.
  • Closely interfacing with sales personnel to meet client expectations.
  • Creating enquiry packages, including detailed scopes of work, attending meetings, and engaging with supply chains to manage prompt returns of information.
  • Preparing tender evaluation schedules of subcontract returns for settlement meetings.
  • Reading and understanding construction drawings, schedules, room data sheets, NBS documents, and carrying out detailed measurement and takeoffs.
  • Applying mark-up/margin and preparing tender return documentation, including CSA, prelim breakdowns, margin analysis, and VE schedules.
  • Assisting in developing and evolving the supply chain to serve different market sectors.
  • Maintaining accurate records and electronic data.
  • Utilizing excellent organisational and time management skills to manage multiple projects concurrently.

About Us:

CV Library operates within a thriving industry with aggressive growth plans to expand and develop the business further. Our ideal candidate will have a strong background in Construction and Estimating, with a minimum of 5 years' experience in an equivalent/similar role.

The Ideal Candidate:

  • HNC/HND or Degree Level in Construction preferred.
  • Highly numerate with a good understanding of current construction rates.
  • Strong capability in Microsoft Office applications, including Word, Excel, and estimating software packages.
  • Familiarity with key terms of JCT D&B and NEC3 forms or contracts is advantageous.
  • A minimum of 5 years' experience in an equivalent/similar role, preferably within Design and Build, Main Contracting/Modular background.

Salary and Benefits:

The successful candidate can expect a salary of £65,000 - £85,000 per annum, depending on experience, plus a range of benefits, including comprehensive training and career development opportunities.

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