Part-Time Income Manager | Flexible Hours & Growth

Optima Recruitment Limited; Farnham; On-site; GBP 28,000 - 30,000; Part time

Benefits offered by this job

Parking

Flexible part-time hours

Pro rata annual leave

Job summary

Optima Recruitment Limited is seeking an organised Income Manager for a flexible part-time role in Farnham. The ideal candidate will oversee all income activities, reconcile commissions and fees, and ensure accurate processing in Intelligent Office.

You will monitor income streams, generate management reports, and maintain up-to-date adviser remuneration records, with a focus on accuracy, FCA compliance, and timely month-end processing.

Qualifications

• Previous experience in income management 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 Office applications.

Responsibilities

• Monitor and reconcile adviser income, provider commissions, and client fees.
• Ensure income is recorded in Intelligent Office.
• Prepare monthly income reconciliations and reports.
• Maintain adviser remuneration and revenue records.
• Produce regular income reports for management.
• Support compliance and audit trails.

Skills

Income management

Finance administration

Reconciliation

Excel

Analytical skills

Attention to detail

Tools

Intelligent Office

Job description

Optima Recruitment Limited is seeking an organised Income Manager for a flexible part-time role in Farnham. The ideal candidate will oversee all income activities, reconcile commissions and fees, and ensure accurate processing in Intelligent Office.

You will monitor income streams, generate management reports, and maintain up-to-date adviser remuneration records, with a focus on accuracy, FCA compliance, and timely month-end processing.