Cashflow Analyst

Successionwealth; United Kingdom; Hybrid; GBP 60,000 - GBP 80,000; Full time

Job summary

A leading financial services firm in the UK is looking for an experienced Cashflow Analyst for a 6-month contract. This role involves assessing cashflow scenarios and providing coaching to Financial Planners. Ideal candidates will have strong analytical skills and experience with cashflow planning software like CashCalc and IRESS Lifestyle+. The position offers remote or hybrid working options and a competitive salary, along with a comprehensive benefits package including annual leave and professional development support.

Benefits

25 days Annual leave plus bank holidays

Excellent company pension scheme

Flexible working arrangements

Company sick pay

Enhanced maternity and paternity pay

Health benefits including eye care

Support for professional exams

Qualifications

• Hands-on experience with cashflow modelling software.
• Strong understanding of cashflow planning principles.
• Ability to handle challenging situations professionally.

Responsibilities

• Assess cashflow scenarios for accuracy.
• Provide feedback and guidance to Planners & Paraplanners.
• Maintain cashflow supporting materials.

Skills

Experience with cashflow analysis software

Strong analytical skills

Coaching and training abilities

Attention to detail

Education

Level 4 Diploma in Financial Planning

Tools

CashCalc

IRESS Lifestyle+

Job description

Cashflow Analyst

6-month contract (employed or contract options)

Remote or Hybrid to a local Succession office

Competitive Salary, negotiable DOE

We are Succession Wealth, from start‑up in 2009, we are now one of the leading independent financial planning and wealth management business in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices.

About the Role

We have an opportunity for an experienced Cashflow Analyst to join our Cashflow team on a 6-month contract basis, with the potential for a longer‑term role.

Based remotely with the option of working from one of our many UK offices, the purpose of this role will be to assess cashflow scenarios built for our clients using Cashflow modelling software and provide coaching and support to our Financial Planners in the delivery of cashflow planning.

Key responsibilities will include:

• Assessing Cashflow scenarios to ensure accuracy of and relevance to the client data in accordance with the Cashflow Team standards of practice.
• Providing detailed feedback to guide Planners & Paraplanners in all areas that require remedial actions and complete reassessments.
• Acting as a subject matter expert in all matters pertaining to the completion of high quality Cashflow scenarios.
• Maintaining Cashflow supporting materials, such as user guides and training videos.
• Providing additional ad hoc training and guidance, as required, to the existing Cashflow user community, to further enhance user skill levels.
• Providing accurate data regarding assessments, reassessments and training interventions.

About You

We welcome applications from individuals who are passionate about advice excellence and have the experience to drive the delivery of high quality Cashflow planning.

You will also need:

• Hands on experience and demonstrable competence across a range of cashflow planning software such as CashCalc and IRESS Lifestyle+.
• Strong understanding of cashflow planning principles and experience in applying those to complex financial planning solutions.
• Strong analytical skills and attention to detail in order to assess accuracy of Cashflow Modelling scenario accuracy.
• The ability to provide feedback on assessments and handle any challenging situations or individuals in a constructive and professional manner.
• The ability to provide training and guidance to the Cashflow user community and further enhance user skill levels.
• Level 4 Diploma in Financial Planning (or equivalent) – Chartered status is highly desirable.

What our colleagues can expect from us

A competitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including:

• 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure.
• Excellent company pension scheme with a generous employer contribution.
• Agile and family friendly working arrangements to allow for a great work/life balance.
• Company sick pay.
• Enhanced maternity, paternity and adoption pay.
• Up to 40% discount on Aviva Insurance & Investment products.
• £465 towards the purchase of home office equipment.
• Group Life Assurance Scheme: 8 x salary.
• Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more!
• A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digital GP, Mental health and Nutrition Sessions and Employee Assistance Programme.
• Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening.
• Support with cost of professional exams /study days.
• Charity Days.
• Company Events.

Our Wellbeing Committee

Works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes:

• Employee Assistance Programme including access to a 24/7 support line.
• Access to mental health first aiders.
• Menopause support.
• Parental and compassionate leave.
• Wellbeing Library and Hub.
• Aviva DigiCare and Workplace.
• Bereavement Helpline.

Support in achieving your career goals

• Sponsorship for relevant professional exams and study leave.
• Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance.
• Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams.
• Clear career pathways and endless internal job opportunities.
• Access to a huge range of free courses via our Learning Management system.

We do not accept unsolicited CV submissions from agencies, any such will be accepted as a direct application from the candidate.

Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work.

In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.