Part-Time Income Manager — IO & Reconciliation

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

Benefits offered by this job

Flexible part-time hours

Growth through financial services role

Ongoing training and development

Supportive and collaborative team

Job summary

Optima Recruitment Limited is seeking an Income Manager on a flexible part-time basis in Farnham. The role is 20-25 hours per week with an hourly rate of £20-£22 and 25 days pro rata annual leave.

You will monitor and reconcile all income streams, maintain records, and prepare month-end closes. Proficiency with Intelligent Office and Excel is essential, with strong numerical and analytical skills and a professional, confidential approach.

Qualifications

• Experience in income management, finance administration or commission reconciliation.
• Strong working knowledge of Intelligent Office.
• Excellent numerical and analytical skills.
• Proficient in Microsoft Excel and Office applications.

Responsibilities

• Monitor and track all commission, fee and recurring income.
• Reconcile provider statements against expected income.
• Investigate and resolve discrepancies in commission or fee payments.
• Ensure income is recorded within Intelligent Office.
• Maintain up-to-date records of adviser remuneration and business revenue.
• Complete month end to reconcile income and apply payments.
• Generate income, revenue and management reports for management.
• Support audits and ensure compliance with processes.
• Liaise with advisers, administrators, providers and Finance Manager.

Skills

Income management

Finance administration

Commission reconciliation

Numerical skills

Analytical skills

Excel proficiency

Tools

Intelligent Office

Microsoft Excel

Job description

Optima Recruitment Limited is seeking an Income Manager on a flexible part-time basis in Farnham. The role is 20-25 hours per week with an hourly rate of £20-£22 and 25 days pro rata annual leave.

You will monitor and reconcile all income streams, maintain records, and prepare month-end closes. Proficiency with Intelligent Office and Excel is essential, with strong numerical and analytical skills and a professional, confidential approach.