Financial Services Income Manager

Profiles Personnel; Farnham; Hybrid; GBP 31,000 - 46,000; Part time

Job summary

Profiles Personnel is seeking a detail-focused Income Manager for a part-time role in the financial services sector. The job centers on income tracking, commission reconciliation, and reporting, with a strong emphasis on using Intelligent Office (IO) to manage workflows and ensure accuracy.

Flexibility is offered around working arrangements, with 20–25 hours per week. The salary ranges from £18,712 to £27,456 for a three-day week or £31,200 to £45,760 for full-time equivalent, depending on

Qualifications

• Experience in income management, finance administration or commission reconciliation.
• Strong working knowledge of Intelligent Office (IO).
• Highly organised, numerate and analytical with attention to detail.

Responsibilities

• Monitor and reconcile adviser commissions, provider payments, client fees and recurring income.
• Investigate discrepancies and follow up with providers to resolve payments.
• Manage income workflows, records and pipelines within Intelligent Office.
• Produce accurate income and management reports using Excel and MS Office.
• Maintain audit trails and ensure income processes meet procedures and FCA requirements.
• Build strong working relationships with advisers, administrators, providers and Finance Manager.

Tools

Intelligent Office (IO)

Microsoft Excel

Job description

***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 - £31,200-£45,760 FTE, depending on experience, or £18,712-£27,456 per annum for a three-day week.

20-25 hours per week, with flexibility around working arrangements.

Key responsibilities for the Income Manager include,

• Monitoring and reconciling adviser commissions, provider payments, client fees and recurring income
• Investigating discrepancies and following up with providers to resolve outstanding payments
• Managing income workflows, records and pipelines within Intelligent Office (IO)
• Producing accurate income and management reports using Excel and other Microsoft Office applications
• Maintaining clear audit trails and ensuring income processes meet company procedures and FCA requirements
• Building strong working relationships with advisers, administrators, providers and the Finance Manager

What are we looking for?

You'll ideally have previous experience in income management, finance administration or commission reconciliation, together with a strong working knowledge of Intelligent Office (IO).

You'll be highly organised, numerate and analytical, with excellent attention to detail and the confidence to manage your workload independently. Strong Excel skills are important, as is the ability to handle confidential financial information professionally.

Experience within financial services, wealth management or mortgages would be a real advantage, particularly if you're familiar with adviser charging, commission structures and recurring income.

If you have the Intelligent Office experience and enjoy keeping the numbers accurate, the income flowing and everything in its right place, we'd like to hear from you!