Income Reconciliation Administrator - #2087865

Income Reconciliation Administrator

6 Month FTC

Remote

Competitive Salary

This opportunity would suit an experienced Financial Services Administrator, Income Administrator or Reconciliation Administrator who has worked within an IFA, wealth management or financial services environment.

If you enjoy working with detail, keeping records accurate, resolving queries and supporting the smooth running of a financial planning business, this could be a very good opportunity.

This is a 6 month fixed term contract where you will support the income reconciliation function within a growing financial planning business. You will be involved in recording payments, allocating provider commissions, dealing with fee and commission queries, reviewing aged debt reports and supporting month end processes.

You will be working closely with the Operations Support Manager and wider administration team, helping ensure fees, commissions and income records are accurate, up to date and properly maintained.

The Business

This is a growing and ambitious financial planning and wealth management business with a strong focus on delivering high quality advice and an exceptional client experience.

The firm is investing heavily in technology, operational efficiency and the long term development of its people. It is building a modern advice business designed to make financial planning more accessible, efficient and valuable for clients, while also creating a supportive and progressive environment for staff.

This is an opportunity to join a business that is continuing to evolve, where administration, operations and accurate records are seen as key parts of delivering excellent outcomes for both clients and advisers.

The Role

Working as an Income Reconciliation Administrator, you will support the finance and operations function with fees, commissions and income reconciliation administration.

This is a detailed and hands on role. Responsibilities will include accurately recording payments received into company bank accounts, allocating commissions received from providers against outstanding invoices, supporting fee and commission related queries, reviewing aged debt reports and helping resolve issues that may prevent payment.

You will also ensure relevant documentation, including provider commission statements and bank account records, is saved correctly to internal systems. The role will involve supporting month end close off, helping produce management information and maintaining accurate records within the back office system.

Previous experience within an IFA, wealth management or financial services environment will be important. Experience in income administration, fee and commission reconciliation or a similar operational role would be particularly useful.

Good knowledge of financial services products and processes would be beneficial, along with strong Excel, Microsoft Office and administration skills. Experience using Curo would be an advantage, although training can be provided where needed.

You will need to be organised, accurate and able to manage deadlines. This role would suit someone who enjoys working methodically, solving problems and making sure detail is right.

The Benefits

• Competitive salary depending on experience
• Remote working
• 6 month fixed term contract
• Opportunity to join a growing national advice business
• Strong potential to move into other roles across the business
• Supportive team environment
• Training on internal systems where required

Applying

To find out more about this opportunity, simply apply here.

One of our team will be in touch to talk you through the role in more detail and, if it feels like the right fit, we will support you through the interview process.