Your new company

Your new role

• Supporting income accuracy and financial control across the wider business
• Completing income reconciliation for adviser and client revenue, ensuring accuracy and completeness
• Investigating income discrepancies and liaising with providers to resolve issues
• Working closely with internal stakeholders and external providers
• Helping to maintain smooth revenue processes and accurate adviser remuneration
• Contributing to strong governance, reporting and audit standards
• Supporting the integration of newly acquired businesses into existing finance processes
• Working with back‑office systems such as Intelliflo, or comparable platforms, to maintain accurate financial and client data

What you'll need to succeed

• Experience within financial services administration, ideally in an IFA or wealth management environment
• Proven experience carrying out income reconciliation, preferably using Intelliflo, Xplan, Prestwood, or a similar back‑office system
• If experience is gained on an alternative system, candidates must demonstrate hands‑on involvement in income reconciliation, investigation of discrepancies, and provider liaison rather than general administration alone
• Confidence analysing financial data and resolving reconciliation issues
• Strong Excel skills
• High attention to detail and accuracy
• The ability to manage multiple priorities and deadlines
• An open‑minded and adaptable approach, comfortable working in a fast‑paced start‑up environment where processes may change
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  • Clear communication skills to collaborate effectively with advisers, operations teams, providers and finance colleagues

What you'll get in return

• A competitive salary of £30,0000 and benefits package

• The opportunity to play a key role in shaping and improving processes and controls

• Strong visibility across the wider organisation

• Long‑term career progression within a growing financial services group
  
  

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.