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Cashflow specialist

March
Permanent
Posted: 13h ago
Offer description

Nene Financial Planning is looking for a Cashflow Specialist who can help us bring clarity and confidence to our clients’ long term plans. You’ll play a key role in building, maintaining, and presenting cashflow models that show clients how their financial future could look — and how the right planning can make a real difference. This role suits someone who enjoys working with numbers, problem solving, and explaining things in a clear, reassuring way. You don’t need decades of experience; what matters is accuracy, curiosity, and a genuine interest in helping people understand their finances. What You’ll Do • Build and update detailed cashflow models for client meetings • Analyse income, spending, assets, and goals to create clear projections • Work closely with advisers to prepare client reports and recommendations • Present cashflow outputs in a way that’s easy for clients to understand • Spot gaps, opportunities, and risks within a client’s financial plan • Help us refine and improve our cashflow processes over time What You'll Bring • Strong numeracy and attention to detail • Confidence working with financial data and software (we’ll train you on our tools) • A logical, organised approach to problem solving • Clear communication skills — especially when explaining complex ideas simply • A willingness to learn and develop within the role • A calm, client focused mindset Why This Role Could Suit You • Ideal for someone early in their financial planning career or studying towards a formal financial qualification • Part time or flexible hour options available • You’ll gain hands on experience with real client cases • We’ll support your development — even if you’re still learning the technical side • Your work will directly help clients make informed, confident decisions What We Offer • A friendly, supportive team environment • Training on our cashflow system and financial planning approach • Opportunities to grow into advisory roles if you choose • A meaningful role where your work genuinely impacts people’s lives • Flexible working and work from home options available

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