Cashflow Specialist
| Posting date: | 30 March 2026 |
|---|---|
| Hours: | Full time |
| Closing date: | 29 April 2026 |
| Location: | March, Cambridgeshire |
| Remote working: | Hybrid - work remotely up to 4 days per week |
| Company: | Mayflower Financial Planning Limited |
| Job type: | Permanent |
| Job reference: |
Summary
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
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