Remote Cashflow Analyst - 6-Month Contract

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

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.