At a Glance
- Tasks: Manage financial records, process payments, and support income reconciliation.
- Company: Join a fast-growing IFA group in Wilmslow with a dynamic team.
- Benefits: Enjoy a competitive salary, hybrid working, and a comprehensive benefits package.
- Other info: Great opportunity for career development in a supportive environment.
- Why this job: Be part of an exciting growth phase in wealth management and make a real impact.
- Qualifications: Experience in finance or administration, strong attention to detail, and good Excel skills.
The predicted salary is between 25000 - 30000 £ per year.
Financial Services Income Administrator – Wilmslow, Cheshire
Salary
£25,000 – £30,000 + Hybrid Working & Benefits
The Opportunity
- A fantastic opportunity has arisen for a
- Financial Services
Income Administrator to join a fast-growing IFA group based in Wilmslow.
You will play a key role in ensuring income is accurately recorded, reconciled and received across the business.
Key Responsibilities
- Process and scan provider statements and correspondence.
- Chase providers for outstanding statements and payments.
- Raise invoices and monitor payments.
- Review bank receipts and reconcile income.
- Maintain accurate income data on
Intelliflo Office .
- Investigate discrepancies and resolve income queries.
- Liaise with financial advisers, administrators and providers.
- Support process improvements and the development of scalable income processes.
About You
We're looking for someone with
- Previous experience in finance, accounts, IFA administration or wealth management .
- Strong attention to detail and accuracy.
- Good Excel and data-handling skills.
- Experience with high-volume administration and working to deadlines.
- Strong communication and problem-solving skills.
- A methodical, organised and proactive approach.
- Experience with
Intelliflo Office or a similar back-office system would be advantageous.
What's on Offer?
- Hybrid working.
- Benefits package.
- Opportunity to join a rapidly expanding wealth management business at an exciting stage of its growth.
- INDP
- #J-18808-Ljbffr
Financial Services Income Administrator in Wilmslow employer: Prestige Recruitment Group
As a Quality and Logistics Coordinator, you will join a dynamic team in a supportive work environment that values attention to detail and proactive problem-solving. Our company offers excellent career progression opportunities, a Monday to Friday schedule, and a competitive salary, all while fostering a culture of collaboration and continuous improvement. Located in a thriving area, we provide the perfect setting for ambitious individuals eager to develop their skills and contribute to our success.
Contact Details:
Prestige Recruitment Group Recruitment Team
