Payment Services Adviser

2plan wealth management Ltd; Leeds; Hybrid; GBP 28,000; Full time

Job summary

An established industry player is seeking a Payment Services Adviser to join their dynamic team. This hybrid role involves supporting the Payment Services Team in delivering high-quality services while achieving operational objectives. As part of a leading UK wealth management firm, you'll engage with financial advisers, maintain accurate financial records, and contribute to process development. The company values individuality and diversity, fostering a positive culture where employees can thrive. With a competitive salary and comprehensive benefits, this opportunity is perfect for those looking to grow in a supportive environment.

Benefits

Pension scheme

Critical illness cover

Death in service - 4x salary

27 days holiday + bank holidays

Private medical insurance

Dental insurance

Bonus scheme

Qualifications

• Professional demeanor with an enthusiastic attitude.
• Strong attention to detail and ability to handle large data sets accurately.

Responsibilities

• Assist in processing income attributable to financial advisers.
• Maintain accurate financial records and support reporting and analysis.
• Foster positive customer relationships.

Skills

Attention to detail

Analytical skills

Excel skills

Customer relationship management

Time management

Job description

Join to apply for the Payment Services Adviser role at 2plan wealth management Ltd.

Company Provided Pay Range

This range is provided by 2plan wealth management Ltd. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base Pay Range

Direct message the job poster from 2plan wealth management Ltd.

Role Overview

As a Payment Services Adviser, you'll support the Payment Services Team in achieving operational objectives and delivering high-quality, cost-effective services.

This is a hybrid role, based 2 days a week in our Leeds office.

Benefits

• Salary up to £28,000
• Bonus scheme - on target bonus of 7.5%
• Pension scheme - contribute up to 5%, with Openwork matching an additional 5%
• Critical illness cover
• Death in service - 4x salary
• 27 days holiday + bank holidays, with an option to buy up to 10 additional days
• Additional benefits including private medical and dental insurance

Key Responsibilities

• Assist in processing income attributable to financial advisers
• Allocate income received to business submissions
• Process income according to company procedures
• Investigate unallocated transactions and resolve as needed
• Maintain accurate financial records and support reporting and analysis
• Provide training on submission requirements and reporting systems
• Analyze submission errors and queries to support adviser engagement
• Contribute to process and policy development
• Foster positive customer relationships

Candidate Requirements

• Professional demeanor with an enthusiastic attitude
• Strong attention to detail and ability to handle large data sets accurately
• Flexible team player willing to support colleagues
• Ability to build relationships with stakeholders
• Numerate with strong analytical and Excel skills
• Effective time management and prioritization skills
• Understanding of VAT and financial services regulation

About Us

2Plan Wealth Management, established in July 2007, is a leading UK wealth management firm. We support our advisers with excellent administrative, technological, and regulatory services, aiming to provide exceptional client care and build lasting relationships.

Part of The Openwork Partnership, we are a dynamic, inclusive, and growing company committed to developing our staff and fostering a positive culture. We value individuality and respect diversity, ensuring everyone can thrive without barriers related to race, religion, disability, or gender.

Job Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Administrative and Customer Service