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- Tasks: Take charge of daily income reconciliation and ensure accurate payments.
- Company: Join a growing financial services firm with a professional culture.
- Benefits: Competitive salary, six-month contract, and supportive team environment.
- Other info: Office-based role in Wakefield with excellent career exposure.
- Why this job: Make an immediate impact in a hands-on role within a regulated setting.
- Qualifications: Experience in income reconciliation and familiarity with financial services required.
The predicted salary is between 28000 - 35000 £ per year.
This job is a six month fixed term contract, created to provide urgent, hands on support within a busy financial services income function. If you already understand income reconciliation and are looking for a clear, well defined role where you can make an immediate impact, this short term opportunity could be ideal.
In this role, you will take ownership of the day to day reconciliation of fees and commissions, ensuring income is recorded accurately and advisers are paid correctly and on time. This is a practical, office based position, suited to someone who can step in confidently with minimal hand holding and work closely with advisers and operations colleagues.
Your responsibilities will include:
- Recording payments received into company bank accounts
- Allocating fees and commissions against invoices using the back office system
- Investigating discrepancies and resolving income related queries
- Reviewing aged debt and chasing outstanding income
- Supporting month end processes and management information
- Maintaining clear and compliant audit trails
This role suits someone who already understands how income reconciliation works within an IFA or financial services firm and is comfortable working in an office based, hands on role.
Requirements:
- Essential - experience in income, fee or commission reconciliation
- Essential - experience within an IFA, wealth management or regulated financial services environment
- Desirable - experience using CURO or a similar back office system
- Desirable - strong Excel and Microsoft Office capability
You will be joining a well established and growing financial services business with offices across the UK. The company operates in a regulated environment and is known for its structured processes and professional standards.
Benefits:
- Salary between £28,000 and £35,000 pa
- Six month fixed term contract
- Office based working
- Supportive and experienced operations team
- Exposure to a professional, regulated environment
This role is office based in Wakefield. Candidates should be within a reasonable commuting distance and comfortable working on site full time. If this job sounds like a good fit, apply now to find out more.
Income Reconciliation Administrator in Wakefield employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Income Reconciliation Administrator in Wakefield
✨Tip Number 1
Get to know the company before your interview! Research their values, culture, and recent news. This will help us tailor our answers and show that we're genuinely interested in the role.
✨Tip Number 2
Practice makes perfect! Run through common interview questions with a friend or in front of the mirror. The more we rehearse, the more confident we'll feel when it’s our turn to shine.
✨Tip Number 3
Dress the part! Even if the office vibe is casual, looking smart can make a great first impression. We want to show that we take this opportunity seriously.
✨Tip Number 4
Follow up after the interview! A quick thank you email can set us apart from other candidates. It shows our enthusiasm and keeps us fresh in their minds.
We think you need these skills to ace Income Reconciliation Administrator in Wakefield
Some tips for your application 🫡
Show Off Your Experience: Make sure to highlight your experience in income, fee, or commission reconciliation. We want to see how your background fits with the role, so don’t hold back on sharing relevant examples from your previous jobs!
Tailor Your Application: Take a moment to tailor your application to the Income Reconciliation Administrator position. Use keywords from the job description and explain how your skills align with what we’re looking for. This shows us you’ve done your homework!
Be Clear and Concise: When writing your application, keep it clear and concise. We appreciate straightforward communication, so avoid fluff and get straight to the point about why you’re the perfect fit for this role.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the Income Reconciliation Administrator role. We can’t wait to hear from you!
How to prepare for a job interview at Premier Jobs UK
✨Know Your Numbers
Make sure you brush up on your income reconciliation knowledge before the interview. Be prepared to discuss specific examples of how you've handled fee and commission reconciliations in the past. This will show that you understand the role and can hit the ground running.
✨Familiarise Yourself with the Tools
If you have experience with CURO or similar back office systems, be ready to talk about it. If not, do a bit of research on these tools. Showing that you're proactive about learning can really impress the interviewers.
✨Highlight Your Attention to Detail
In this role, accuracy is key. Prepare to give examples of how you've maintained accuracy in previous roles, especially when resolving discrepancies or supporting month-end processes. This will demonstrate your suitability for the position.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company's processes and the team you'll be working with. This shows your genuine interest in the role and helps you assess if it's the right fit for you too.