Income Manager (part-time)
- £20 - £22 per hour
- 20-25 hours per week, flexible
- 25 days of annual leave (pro rata)
- Farnham
- Parking
Job Description:
Monitor and track all commission, fee, and recurring income received.
Reconcile provider statements against expected income.
Investigate and resolve discrepancies in commission or fee payments.
Ensure income is accurately recorded within Intelligent Office.
Maintain up-to-date records of adviser remuneration and business revenue.
MONTH END:
Complete month end for the business to ensure all income is reconciled and applied correctly to each adviser. This is imperative to ensure correct payments are made to advisers and introducers accurately and on time each month.
Intelligent Office Administration
- Manage income workflows and pipelines within Intelligent Office.
- Update client and provider records accurately.
- Generate income, revenue, and management reports.
- Monitor outstanding income and follow up with providers where necessary.
- Support data integrity and compliance requirements within the system.
Reporting & Analysis
Produce regular income reports for management.
Compliance & Controls
- Ensure all income processes comply with FCA requirements and company procedures.
- Maintain audit trails and documentation relating to income reconciliation.
- Support internal and external audits when required.
Stakeholder Management
- Liaise with advisers, administrators, providers, and Finance Manager.
- Respond to income-related queries promptly and professionally.
- Build effective working relationships with internal and external stakeholders.
Skills & Experience
Essential
- Previous experience in income management, finance administration, or commission reconciliation.
- Strong working knowledge of Intelligent Office (IO).
- Excellent attention to detail and accuracy.
- Good numerical and analytical skills.
- Proficient in Microsoft Excel and Microsoft Office applications.
- Ability to prioritise workloads and meet deadlines.
Desirable
- Experience within financial services, wealth management, or mortgage businesses.
- Understanding of adviser charging, commissions, and recurring revenue models.
- Knowledge of FCA-regulated environments.
Personal Attributes
- Highly organised and methodical.
- Self-motivated and able to work independently.
- Strong problem-solving skills.
- Professional and confidential in handling financial information.
- Excellent communication and interpersonal skills.
Benefits
- Flexible part-time working hours.
- Opportunity to work within a growing financial services business.
- Ongoing training and development.
- Supportive and collaborative working environment.
Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer
#J-18808-Ljbffr
Income Manager in Hale employer: Optima Recruitment Limited
As a Conference Manager at our dynamic company, you will thrive in a vibrant work culture that values creativity and collaboration. We offer competitive salaries, comprehensive benefits, and ample opportunities for professional growth, all while working in a location that fosters innovation and networking within the industry. Join us to make a meaningful impact in the world of international B2B events and enjoy the unique advantages of being part of a forward-thinking team.
Contact Details:
Optima Recruitment Limited Recruitment Team
