Income Reconciliation Administrator – Wealth Management 

Wilmslow, Cheshire
Salary: £27,000 - £32,000 + Benefits & Hybrid working 

A fantastic opportunity has arisen for an Income Reconciliation Administrator to join a fast-growing IFA group with offices nationwide.

Working from the Wilmslow head office, you’ll support the finance team with income reconciliation, revenue assurance, and financial controls across the group.

Key Responsibilities

• Responsible for the daily reconciliation of fees and commissions
• Ensuring accurate recording of income and timely payment to advisers
• Recording payments received into the company bank accounts
• Allocating fees and commissions against invoices using Intelliflo Office
• Investigating discrepancies and resolving income-related queries
• Reviewing aged debt and chasing outstanding income
• Supporting month-end processes and management reporting
• Maintaining accurate financial records and compliant audit trails

To Be Successful

• Experience with income reconciliation
• Previous experience within an IFA or financial services business
• Experience using Intelliflo Office or similar back-office systems
• Strong attention to detail and organisational skills
• Confident using Excel and working with financial data

What’s on Offer

• Join a rapidly growing national IFA organisation
• Excellent long-term career progression opportunities
• Supportive and collaborative working environment
• Competitive salary and benefits package

INDP