Revenue Administrator

Succession Wealth; Plymouth; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A financial planning and wealth management firm is seeking a detail-oriented Revenue Administrator. The role involves reconciling income and processing data in a hybrid working environment. Candidates should be proficient in Microsoft Excel, have a strong ability to interpret numerical data, and a commitment to accuracy. The position offers competitive salary, 25 days annual leave that increases with service, and a range of benefits to support work-life balance and career development.

Benefits

25 days annual leave plus bank holidays

Excellent company pension scheme

Agile and family-friendly working arrangements

Enhanced sick and parental pay

Discounts on insurance and investment products

Support for home office equipment

Access to health benefits and wellbeing programs

Professional exam support

Charity days

Company events

Qualifications

• Ability to handle and interpret numerical data accurately.
• Proficiency in the use of Microsoft Excel is essential.
• Eagerness to learn and enhance efficiencies in processes.

Responsibilities

• Inputting and reconciling daily transaction data on the back-office system.
• Processing revenue reports regularly.
• Ensuring data accuracy complies with internal controls.
• Managing the Revenue email inbox for timely responses.
• Maintaining organized records for commission statements.

Skills

Numerical data interpretation

Proficient in Microsoft Excel

Continuous improvement mindset

Understanding of financial controls

Job description

Revenue Administrator

6 month fixed-term contract, with the potential to be made permanent

Hybrid working - home working blended with office working from Succession Plymouth

We are Succession Wealth, from “start-up” in 2009, we are返回现在 one of the leading independent financial planning and wealth management business’ in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Advisors providing wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices.

Our commitment to delivering excellent client outcomes is at our core and is what our reputation is built on, our continued planned growth will allow a larger and more diverse client base to benefit from our outstanding service

The role…

We are seeking a detail-oriented Revenue Administrator to join our Revenue team and play a key role in reconciling and processing income. The ideal candidate will havebin is as the a passion for working with numbers and data, a strong eye for detail, and a commitment to maintaining high standards of accuracy.

This position offers an excellent opportunity for someone looking to build or strengthen their administrative experience within a supportive and collaborative team environment.

Key Responsibilities:

• Inputting and reconciling daily transaction data on back-office system.
• Processing Revenue reports on a regular basis.
• Ensuring data accuracy is compliant with internal controls.
• Management of the Revenue email inbox ensuring timely responses and liaising with internal teams across business.
• Maintaining organised records and documentation for commission statements.

To be successful in the role you will need:

• Ability to handle and interpret numerical data accurately Proficiency in the use of Microsoft Excel.
• Proficiency in the use of Microsoft Excel.
• Eagerness to learn and adopt a continuous improvement mindset to improve efficiencies in processes.
• Understanding of the role of financial controls in the Finance department.

What you can expect from us…

A competitive basic salary, annual pay reviews and performance linked increases asבעיה a fantastic range of benefits including:

• 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure.
• Excellent company pension scheme with a generous employer contribution.
• Agile and family friendly working arrangements to allow for a great work/life balance.
• Company sick pay.
• Enhanced maternity, paternity and adoption pay.
• Up to zakup 40% discount on Aviva Insurance & Investment products.
• £450 towards the purchase of home office equipment.
• Group Life Assurance Scheme: 8 x salary.
• Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more!
• A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme.
• Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening.
• Support with cost of professional exams /study days.
• Charity Days.
• Company Events

Our Wellbeing committee

works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes:

• Employee Assistance Programme including access to a 24/7 support line.
• Access to mental health first aiders.
• Menopause support.
• Parental and compassionate leave.
• Wellbeing Library and Hub.
• Aviva DigiCare and Workplace.
• Bereavement Helpline.

Support in achieving your career goals…

• Sponsorship for relevant professional exams and study leave.
• Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting &amp sécurité finance.
• Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams.
• Clear career pathways and endless internal job opportunities.
• Access to a huge range of free courses via our Learning Management system.

We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate.

Our commitment to DE&I

Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work.

In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.