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?

• £25,000 – £30,000 salary.
• Hybrid working.
• Benefits package.
• Opportunity to join a rapidly expanding wealth management business at an exciting stage of its growth.

Apply now for more information.

INDP