Part-Time IFA Commission Manager

Anthony Alexandra; Farnham; Hybrid; GBP 38,000 - 56,000; Full time

Benefits offered by this job

Flexible part-time hours

Ongoing training and development

Supportive and collaborative working环境

Growing financial services business

Job summary

Anthony Alexandra is seeking an IFA Commission Manager to oversee income-related activities across adviser remuneration, provider commissions, and client fees. The role uses Intelligent Office to monitor, reconcile, and report income, ensuring accuracy and timely processing within a financial services setting.

You will manage income workflows, update records, generate reports, and support compliance and audits.

Qualifications

• Previous experience in income management, finance administration, or commission reconciliation.
• Strong working knowledge of Intelligent Office (IO).
• Excellent attention to detail and accuracy.
• Good numerical and analytical skills.

Responsibilities

• Monitor and track all commission, fee, and recurring income received.
• Reconcile provider statements against expected income.
• Investigate and resolve discrepancies in commission or fee payments.
• Ensure income is accurately recorded within Intelligent Office.
• Maintain up-to-date records of adviser remuneration and business revenue.
• Complete month end processes to reconcile and apply income to advisers.
• Generate income, revenue, and management reports.
• Monitor outstanding income and follow up with providers where necessary.
• Support data integrity and compliance requirements within the system.
• Produce regular income reports for management.
• Ensure all income processes comply with FCA requirements and company procedures.
• Maintain audit trails and documentation relating to income reconciliation.
• Support internal and external audits when required.
• Liaise with advisers, administrators, providers, and Finance Manager.
• Respond to income-related queries promptly and professionally.

Skills

Attention to detail

Numerical analysis

Time management

Tools

Intelligent Office (IO)

Excel

Office suite

Job description

Role Purpose

Our client is seeking an organised and detail-oriented IFA Commission Manager to oversee all income-related activities within our financial services business. The successful candidate will use Intelligent Office (IO) to monitor, reconcile, and report on adviser income, provider commission payments, and client fee income, ensuring accuracy and timely processing.

Key Responsibilities

Income Management

• Monitor and track all commission, fee, and recurring income received.
• Reconcile provider statements against expected income.
• Investigate and resolve discrepancies in commission or fee payments.
• Ensure income is accurately recorded within Intelligent Office.
• Maintain up-to-date records of adviser remuneration and business revenue.
• MONTH END: Complete month end for the business to ensure all income is reconciled and applied correctly to each adviser. This is imperative to ensure correct payments are made to advisers and introducers accurately and on time each month.

Intelligent Office Administration

• Manage income workflows and pipelines within Intelligent Office.
• Update client and provider records accurately.
• Generate income, revenue, and management reports.
• Monitor outstanding income and follow up with providers where necessary.
• Support data integrity and compliance requirements within the system.

Reporting & Analysis

• Produce regular income reports for management.

Compliance & Controls

• Ensure all income processes comply with FCA requirements and company procedures.
• Maintain audit trails and documentation relating to income reconciliation.
• Support internal and external audits when required.

Stakeholder Management

• Liaise with advisers, administrators, providers, and Finance Manager.
• Respond to income-related queries promptly and professionally.
• Build effective working relationships with internal and external stakeholders.

Skills & Experience

• Previous experience in income management, finance administration, or commission reconciliation.
• Strong working knowledge of Intelligent Office (IO).
• Excellent attention to detail and accuracy.
• Good numerical and analytical skills.
• Proficient in Microsoft Excel and Microsoft Office applications.
• Ability to prioritise workloads and meet deadlines.
• Experience within financial services, wealth management, or mortgage businesses

Benefits

• Flexible part-time working hours.
• Opportunity to work within a growing financial services business.
• Ongoing training and development .
• Supportive and collaborative working environment