Careers at CashCalc

If you’d like to discover what opportunities are currently available, please see below or email [email protected] to find out more. We welcome all applications and are always happy to chat!

Customer Support Adviser

Every day, thousands of people will receive financial advice, meaning thousands of financial advisers rely on CashCalc daily! Join us in our mission to help every financial adviser and ultimately improve how financial advice is delivered within our profession, from start to finish. Click here to find out more and how to apply.

About us

CashCalc was founded in 2014 as a simple-to-use cashflow planning tool for financial advisers. Today, not only are we an award-winning firm, but the leading cashflow planning tool in the UK! In addition to cashflow planning we have an incredible suite of financial tools and calculators, plus an intuitive onboarding process.

We have a dynamic team of individuals from different backgrounds with varying experience and skills sets. We have a culture of progression and self-development, with an emphasis on levelling each other up through regular knowledge-sharing sessions. Our team members have the freedom to create, innovate and experiment.

We work hard for and with each other, constantly seeking ways to introduce new products. We have a health and wellbeing scheme, organise regular social events, and most importantly, pride ourselves on an environment that values and involves all staff members.

Download job description (.PDF)

Want to be part of a team that thrives on passion, creativity, and self-development?

We’re a company which makes a difference for thousands of people with a culture that values each individual.

About you

You should be hardworking, eager to learn and passionate about delivering extraordinary customer support. You should be a good problem solver and you must value teamwork as this is how we achieve our shared vision in helping financial advisers to reach their goals. Strong communication skills and an ability to articulate a situation well is essential.

Knowledge and experience within financial services is not a requirement. However, you must be eager to learn about our sector (particularly cashflow planning) and demonstrate a real willingness to achieve the high quality of service we provide to our customers.

We are seeking an individual who is adaptable, has a strong work ethic and can problem solve for our valued customers to the best of their ability. If you have these qualities, we would love to hear from you.

Download job description (.PDF)

About the role

We are looking for someone to join our expanding customer support team to provide excellent customer service and ensure our users get the best possible experience with us. You will be the first point of contact, which means you will be speaking to users over the phone or via email. You will be problem solving, supporting our customers, and answering their general queries.

No previous experience is required as you will be fully trained by our dynamic customer support team members. You will develop the skillset to understand our customers’ needs and expectations, to respond accurately to their queries and potentially identify software issues to be reported to our development team. Further development opportunities can be provided based on how you progress, such as providing regular assistance to potential customers in their trial period, creating new user guides, conducting webinars for individuals and/or groups, and much more.

You will have the choice of working full-time within the office or splitting your time between the office and working from home. All CashCalc employees are set up to work remotely, allowing the freedom and flexibility to work within the office some days and work from home on others so our employees can achieve that perfect balance between work and home life. We are also flexible and happy to discuss full or part-time work.

Download job description (.PDF)

Benefits and remuneration

£17,500 - £20,000 per annum (based on experience)

Learning and Development opportunities

8% company pension: 5% us – 3% you + free financial advice

Flexible holidays and possibility to carry days over

Health and wellbeing scheme

Regular workshops and Company socials

How to apply

The first step is to simply get in touch by emailing [email protected] with a cover letter and CV. Within 1 week, we’ll then give you a quick call/send you an email with the aim to arrange an interview. If you’re still not sure you’ve got the skills and experience to apply, do it anyway! We welcome all applications.