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For Companies At a Glance
- Tasks: Manage adviser payments and ensure accuracy in financial reporting.
- Company: Join a leading financial services organisation with a collaborative culture.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Why this job: Play a vital role in supporting advisers and enhancing financial processes.
- Qualifications: Experience in financial services and strong Excel skills required.
- Other info: Opportunity for career growth in a respected institution.
The predicted salary is between 36000 - 60000 £ per year.
Overview
Fidarsi is working with a leading financial services organisation to appoint a Fee Analyst. This role plays a key part in ensuring advisers are paid accurately and on time through the monthly adviser payrun. It offers an excellent opportunity to join a collaborative environment where finance, operations, and HR intersect — supporting the development of fair, transparent, and scalable adviser remuneration models.
Key Responsibilities
- Execute the monthly adviser payrun using systems such as X-plan and CommPay, ensuring all payments are accurate, timely, and fully reconciled.
- Prepare and validate individual adviser remuneration reports and revenue reconciliations.
- Resolve payrun discrepancies, handle adviser queries, and provide clear communication around fees and commissions.
- Collaborate with Finance, Payment Operations, and People teams to ensure alignment across processes.
- Contribute to projects and working groups focused on improving adviser pay structures and reporting frameworks.
- Maintain compliance with FCA Consumer Duty principles, ensuring fairness and transparency throughout.
About You
- Proven experience working within financial services, ideally with exposure to adviser remuneration or revenue reconciliation.
- Strong Excel skills, with the ability to manage large data sets and produce accurate reports.
- Experience using X-plan, CommPay, or similar accounting/commission systems.
- High attention to detail, strong numerical skills, and ability to meet tight deadlines.
- Discreet, professional, and confident handling sensitive data.
- A degree in Finance, Accounting, or a related discipline (or equivalent experience) is desirable.
Why Apply?
This is a fantastic opportunity to join a respected financial institution and take ownership of a key operational process that directly supports the success of advisers and the wider business.
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Fee Analyst employer: Fidarsi
Contact Detail:
Fidarsi Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Fee Analyst
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Fee Analyst role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Get your LinkedIn game on point! Make sure your profile is up-to-date and highlights your experience with adviser remuneration and revenue reconciliation. Join relevant groups and engage with posts to increase your visibility in the industry.
✨Tip Number 3
Prepare for interviews by brushing up on your knowledge of systems like X-plan and CommPay. Be ready to discuss how you've handled payrun discrepancies in the past and demonstrate your strong Excel skills with real examples.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Fee Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the Fee Analyst role. Highlight your experience in financial services, especially any work with adviser remuneration or revenue reconciliation. We want to see how your skills match what we're looking for!
Show Off Your Excel Skills: Since strong Excel skills are a must, don’t shy away from showcasing your proficiency. Include specific examples of how you've managed large data sets or produced reports in your previous roles. We love numbers, so let them shine!
Be Clear and Concise: When writing your cover letter, keep it straightforward. Clearly explain why you're interested in the role and how your background makes you a great fit. We appreciate clarity, so avoid fluff and get straight to the point!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications better and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Fidarsi
✨Know Your Numbers
As a Fee Analyst, you'll be dealing with numbers all day long. Brush up on your Excel skills and be ready to discuss how you've managed large data sets in the past. Prepare examples of reports you've created or reconciliations you've performed to showcase your numerical prowess.
✨Familiarise Yourself with Systems
Get to know X-plan and CommPay before your interview. If you have experience with these systems, be prepared to talk about specific tasks you've completed using them. If not, do a bit of research to understand their functionalities and how they relate to adviser remuneration.
✨Communication is Key
You'll need to resolve discrepancies and handle adviser queries, so practice articulating complex information clearly. Think of examples where you've had to explain financial concepts to non-financial colleagues or clients, as this will demonstrate your ability to communicate effectively.
✨Show Your Attention to Detail
In this role, accuracy is crucial. Be ready to discuss how you ensure precision in your work. You might want to share a story about a time when your attention to detail made a significant difference in a project or report, highlighting your commitment to quality.