Asset Investment Planning Manager

  • £350 per day + Negotiable DOE
  • Somerset, England
  • Contract

Job Title: Interim Asset Investment Planning Manager

Location: Somerset, hybrid (1-2 days p/w in the office)

Duration: 6-months ongoing

Salary/Rate: £350 per day Inside IR35 – Negotiable DOE


Our client, a local authority in Somerset, is seeking an experienced Interim Investment Planning Manager. The purpose of this role is to lead and manage the annual housing budget setting process, develop long-term investment scenarios, and ensure value-for-money in investment decisions. The successful candidate will be responsible for engaging with stakeholders, driving efficiency and innovation, and managing a team of technical staff.


Key Responsibilities

  • Project manage and deliver the annual housing budget setting process, coordinating inputs from multiple stakeholders and formulating various investment options.
  • Monitor the agreed budget to inform subsequent budget settings.
  • Produce and maintain top-down and bottom-up 2, 5, 10, 30-year, and life-cycle investment scenarios (Revenue and CAPEX).
  • Undertake appraisal analysis for investment decisions, quantifying value-for-money and understanding wider benefits to the organisation.
  • Implement and deliver a proactive stakeholder management approach to ensure investment plans are supported by the Council.
  • Lead the response to any internal or external questions about the housing asset investment plan.
  • Commission and manage projects from the supply chain, providing a clear scope of works and managing delivery to ensure value creation.



  • Significant experience in investment planning and financial forecasting.
  • Capability to undertake economic appraisal of investment needs, including quantification of one-off and ongoing costs, benefits quantification, NPV analysis, risk analysis, and report preparation.
  • Capability to undertake data analysis and generate reports describing the approach and findings, including proficiency in using MS Excel or other data analysis software.
  • Experience of undertaking asset investment planning for an infrastructure organisation, ideally using service value frameworks and/or customer-driven scenario planning. (desirable)
  • Experience of working in a technical housing or regulatory infrastructure sector. (desirable)
  • Knowledge of effective use of software such as Excel/ACCESS, Business Objects, Business Intelligence, Power BI, GIS software, and other appropriate packages. (desirable)
  • Asset management qualification or demonstrable equivalent experience. (desirable)


If you are interested in applying, please apply now with your CV and contact joe O’Halloran at Spencer Clarke Group on 01772 954200.

Joe O’Halloran Lead Consultant

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