Financial Services Income Manager NEW

Wrecclesham, Surrey
Profiles Personnel

FINANCIAL SERVICES INCOME MANAGER
Are you a whizz with numbers, love keeping things organised, have experience using Intelligent Office (IO) and also happen to be looking for a part-time role that offers flexibility without compromising on responsibility? This could be just what you’re looking for!
We’re working with a growing financial services business looking for a detail-focused Income Manager with previous experience in income management, finance administration or commission reconciliation to take ownership of income tracking, commission reconciliation and reporting. You’ll play an important role in ensuring income is accurately recorded, payments are reconciled and any discrepancies are investigated and resolved.
Salary – 20-22PH
20-25 hours per week, with flexibility around working arrangements.
Key responsibilities for the Income Manager include,

• Monitoring and reconciling commission, client fees and recurring income against provider statements
• Taking ownership of month-end income reconciliation, ensuring income is correctly allocated to advisers and payments to advisers and introducers are accurate and made on time
• Investigating discrepancies, resolving queries and following up outstanding payments with providers
• Managing income records, workflows and pipelines within Intelligent Office (IO), maintaining accurate and up-to-date information
• Producing income, revenue and management reports to support business performance
• Maintaining robust audit trails and ensuring processes meet company procedures and FCA requirements
• Working closely with advisers, administrators, providers and the Finance Manager to keep everything on track

What are we looking for?
Previous experience in income management, finance administration or commission reconciliation, together with a strong working knowledge of Intelligent Office (IO).
You’ll be confident working with numbers, highly organised and naturally detail-oriented, with strong Excel skills and the ability to investigate discrepancies and solve problems independently.
Experience within financial services, wealth management or mortgages would be particularly useful, as would an understanding of adviser charging, commission structures and FCA-regulated environments.
The ideal candidate will need to be comfortable handling confidential financial information, take ownership of Month End, managing deadlines and communicating effectively with a range of stakeholders.
If you have the right Intelligent Office experience and enjoy taking ownership of the detail behind the numbers, we’d like to hear from you.