Investment manager Work, Jobs in Locks Heath, Ham (with Salaries)

Financial Planning & Analysis Manager
Codan Limited —Whiteley
- Travel
- Budgeting
- Annual leave
- Employee assistance programme
Portfolio Lead
Kingfisher —Eastleigh
- Full-time
- Hybrid work
- Communication skills
10d
Deputy Director of Finance: Business Partnering
Hampshire and Isle of Wight ICB —Eastleigh
- £94,356 - £108,814 a year
- Full-time
- Hybrid work
- Analysis skills
- Training & development
9d
Director, Financial Planning & Analysis
CooperSurgical —Fareham
- Full-time
- Master's degree
- Bachelor's degree
- Continuous improvement
Business Development Manager - Regional Sales
Nationwide Platforms —Southampton
- Microsoft Powerpoint
- Microsoft Word
- CRM software
Investment Managers Assistant
Charles Stanley —Southampton
- Full-time
- Microsoft Word
- Continuous improvement
- Team management
Pensions Administration Manager
XPS Pensions Group —Portsmouth
- Full-time
- Business development
- Supervising experience
- Team management
- Employee discount
- Referral programme
Head of Business Development & Sales - APAC
Roke —Romsey
- Full-time
- Business development
- Travel
- Leadership
Head of Business Development & Sales - APAC
Roke Manor Research Limited —Romsey
- Business development
- Travel
- Leadership
Senior Financial Planning Manager
i-Jobs —Chichester
- £600 a day
- Full-time
- Hybrid work
- Analysis skills
- Budgeting
- In-person
- Work from home
Quick apply
2d
Director, Wealth Manager
Royal Bank of Canada —Winchester
- Full-time
- Business development
- Team management
- Financial services
13d
Treasury Manager
Southern Co-op —Portsmouth
- Hybrid work
- Analysis skills
- Free parking
- Employee assistance programme
13d
Senior Financial Planning Manager
Civic Recruitment Limited —Chichester
- £600 - £700 a day
- Full-time
- No degree
- Budgeting
Quick apply
2d
Trusts & Tax Manager – Private Wealth
moorebarlow —Southampton
- Organisational skills
- Communication skills
- Annual leave
Private Client Tax Director
Menzies LLP —Fareham
- Full-time
- Hybrid work
- Writing skills
- Business development
- Budgeting

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Financial Planning & Analysis Manager

Codan Limited -
Whiteley

Apply Now

Job details

Benefits

Annual leave
Company pension
Employee assistance programme

Qualifications

Dashboard visualisation
Financial modelling
Stakeholder collaboration
Regulatory financial reporting
Management accounts preparation
ACA
Month-end financial reporting
Management accounting expertise
ERP software
Scenario modelling
Financial statement preparation
Forecasting
Overseeing budgeting and forecasting
Performance analysis in finance
Financial accounting
Management reporting
Ongoing financial performance monitoring
Budgeting
Multidisciplinary collaboration

Full job description

Title: Financial Planning & Analysis Manager
Date: 4 Aug 2026

Location:
United Kingdom, Whiteley, Hampshire, GB

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About Us

DTC | A Codan Company is a technology company based in Whiteley, Hampshire.

We specialise in the research and development of wireless and critical RF communication systems.

Our Engineers work at the edge of what is scientifically possible, using every advancement in technology to our advantage.

Our technology is deployed by our customers to give them an unrivalled ability to wirelessly transmit data over long ranges with high reliability and security. We are well established across multiple markets such as military and defence, uncrewed vehicles such as drones, police and government, and broadcast technology.

Key Responsibilities

Budgeting & Forecasting: Leading the annual budget process and managing rolling quarterly or monthly forecasts.
Variance Analysis: Comparing actual results against budgets and prior years to identify trends, risks, and opportunities.
Business Partnering: Collaborating across departments (Sales, Marketing, Ops) to provide financial support for business cases and new initiatives.
Financial Modelling: Building and maintaining complex models for scenario planning ("what-if" analysis) and strategic projections.
Management Reporting: Delivering monthly performance packs and dashboards to the Board and executive team with clear narratives.
Systems & Process Improvement: Developing and maintaining internal financial policies and management information systems to ensure data accuracy and efficiency.
Financial Reporting: Work alongside Director of Accounting in preparing monthly, half yearly, and annual management accounts and statutory financial statements.
Financial Consolidation: Leading the monthly, half yearly, and annual consolidation process for all divisional entities.

Key Skills / Experience

Qualified accountant (ACA, ACCA, or CIMA).
The ability to translate data into clear, concise narratives for non-financial stakeholders.
The ability to "translate" finance for non-finance people and the confidence to challenge senior stakeholders when the data doesn't support their plan.
Expert in Microsoft Excel.
Mastery of advanced financial modelling, scenario analysis, and proficiency in BI tools and ERP systems.

Additional Requirements

Preparedness to undergo UK Security Clearance.
Preparedness to travel if required.

Benefits and Culture

Our culture is supportive and collaborative. You will be part of a multidisciplinary team where we share our ideas and innovation is strongly encouraged. We are looking for someone with genuine passion for the job and a “can-do” attitude.

Our employees receive:
25 days annual leave plus Bank holidays
A generous pension plan, company match up to 9%.
Company bonus scheme
Annual pay reviews (discretional)
A personal approach to training and development
Employee Assistance Program
Income protection
Life assurance
Flexible core working hours.
Open plan, modern office environment
Onsite subsidized café

Enjoy working as part of a global organisation with teams in Whiteley, Hampshire; USA; Denmark, Singapore; Dubai and Australia.

DTC | A Codan Company is committed to promoting a culture that supports personal development and embraces a diverse mix of employees throughout all levels of the organisation.

Interested in a career with us?

Simply click on APPLY and we’ll be in contact shortly.

#IND2

Apply Now

Refine Your Search

investment manager jobs in locks heath, ham

Financial Planning & Analysis Manager

Portfolio Lead

Deputy Director of Finance: Business Partnering

Director, Financial Planning & Analysis

Business Development Manager - Regional Sales

Investment Managers Assistant

Pensions Administration Manager

Head of Business Development & Sales - APAC

Head of Business Development & Sales - APAC

Senior Financial Planning Manager

Director, Wealth Manager

Treasury Manager

Senior Financial Planning Manager

Trusts & Tax Manager – Private Wealth

Private Client Tax Director

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