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Cash Flow Planner

BWD Search & Selection
Closing date
24 Jun 2022

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Contract Type
Full Time
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BWD have partnered with an expanding brand who are a key player within the financial planning software market.

As the use of technology and efficient software continues to be a key part of the advisory process, our client is seeking a Cash Flow Planning Manager to join their expanding advisory team, helping to promote and convert new business streams across the financial planning community.

Your make purpose will be the demonstration and delivery of one of the best cash flow planning tools available in the market, by delivery of tutorials you will show the benefits and best use of the software to IFA's across the UK. The role will offer remote working and some flexibility on working hours.

An ideal background for this opportunity would be a strong believer in the Cash Flow Planning model and have experience either from an advisory or back office background, professional qualifications would also be advantageous.

On offer is a competitive base package of up to c£47k, car allowance, competitive pension scheme and a number of great fringe benefits. In addition to this the role provides an annual company bonus and great career prospects as the business continues to grow. Additional bonus opportunity will see overall earnings on excess of £65k.
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