Part-Time Income Manager - Reconciliation & Reporting

Profiles Personnel; England; On-site; GBP 28,000 - 30,000; Part time

Job summary

Profiles Personnel is seeking a detail-focused Income Manager for a part-time role in the financial services sector. You will own income tracking, commission reconciliation and reporting, using Intelligent Office (IO) to manage workflows.

You’ll ensure accurate recording of income, reconcile client fees and adviser payments, and investigate discrepancies with a disciplined, FCA-aware approach. 20-25 hours per week, £20-£22 per hour, flexible arrangements.

Qualifications

• Experience in income management, finance administration or commission reconciliation.
• Strong working knowledge of Intelligent Office (IO).
• Excellent Excel skills and ability to investigate discrepancies.

Responsibilities

• Monitor and reconcile commission, client fees and recurring income against provider statements.
• Own month-end income reconciliation and allocate payments to advisers and introducers.
• Investigate discrepancies, resolve queries and follow up outstanding payments with providers.
• Maintain income records, workflows and IO pipelines with accurate data.
• Produce income, revenue and management reports to support performance.
• Ensure audit trails and FCA-compliant processes.
• Collaborate with advisers, administrators and the Finance Manager to stay on track.

Skills

Income management

Finance administration

Commission reconciliation

Excel

Tools

Intelligent Office (IO)

Job description

Profiles Personnel is seeking a detail-focused Income Manager for a part-time role in the financial services sector. You will own income tracking, commission reconciliation and reporting, using Intelligent Office (IO) to manage workflows.

You’ll ensure accurate recording of income, reconcile client fees and adviser payments, and investigate discrepancies with a disciplined, FCA-aware approach. 20-25 hours per week, £20-£22 per hour, flexible arrangements.