Investment Planning Officer

Job Description

Job Title: Investment Planning Officer

Contract Type: Fixed Term Contract until 20 November 2026

Salary: £36,383.00 per annum, pro rata (£40,040.00 is achieved after 12 months successful performance in the role per annum, pro rata)

Working Hours: 17.5 hours per week

Working Pattern: Flexible - to be discussed

Location: Liverpool (National role)

The Investment Planning Officer is responsible for the day‑to‑day input, maintenance, correction, and routine investigation of data owned by Asset Strategy and Delivery, helping to ensure information held across relevant systems is accurate, complete, and up to date.

Reporting to the Asset Database Manager, the role provides operational support by maintaining accurate records, processing updates and corrections, investigating routine data quality issues, and supporting more complex data cleansing and transformation activities under direction.

• Experience of data entry, record maintenance, or administrative work involving high volumes of information.
• Experience checking data for accuracy, completeness, and consistency, and making routine corrections where required.
• Experience using Microsoft Excel and database or line‑of‑business systems.
• Experience of working with large data sets.
• Strong attention to detail and a careful, methodical approach to entering, checking, and maintaining data.
• Ability to follow procedures, guidance, and templates accurately and consistently.
• Ability to identify routine data issues, investigate them using available information, and take appropriate corrective action or elevate where needed.
• Good organisational skills and the ability to manage routine tasks and competing priorities effectively.
• Clear written and verbal communication skills.
• Ability to work collaboratively with colleagues, contractors, surveyors, and service teams to obtain and confirm accurate information.

At Riverside, we’re a housing association with a difference – enhancing the everyday for all our customers. For 90 years, we’ve been revitalising neighbourhoods and supporting communities by providing the homes they need to live full, fulfilling and rewarding lives.

We have a portfolio of over 75,000 affordable residential and retirement homes across the UK. Our work ranges from homelessness services to social care, employment support to retirement living, and we need the best people on board to help us.

• Competitive pay & generous pension
• 28 days holidays plus bank holidays
• Flexible working options available
• Investment in your learning, personal development and technology
• A wide range of benefits

We are inclusive. At Riverside, we value diversity in all its forms. We foster a workplace where all individuals are respected, empowered, and heard. Our commitment to inclusivity drives our success and enriches the lives of our customers and colleagues.

Riverside is a Disability Confident Employer and operates a Guaranteed Interview Scheme for any applicant who declares they have a disability. If the applicant meets the minimum requirements for the role (as set out in the role profile and/or person specification) they will be guaranteed an interview.

• Input, update, and maintain core property and asset data, including property details, attributes, components, and stock condition information.
• Process routine data amendments, corrections, and updates in line with agreed procedures.
• Check records for missing, duplicated, or inaccurate information and make corrections where required.
• Help keep data owned by Asset Strategy and Delivery aligned across relevant systems and spreadsheets.

• Carry out routine data checks to identify incomplete, inconsistent, or incorrect records.
• Review information from colleagues, contractors, surveyors, and other sources to support accurate updates and corrections.
• Identify, investigate, and resolve routine data quality issues by checking records, reviewing source information, and liaising with relevant teams to confirm the correct…