Part-Time Income Manager – Financial Services & IO Expert

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

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