Cashflow Analyst

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‑upin 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.

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.

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 Cash Calc 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.

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, Digitial 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

• 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 Digi Care and Workplace.
• Bereavement…