Senior Fee Analyst

Core-Asset Consulting Ltd; City of Edinburgh; On-site; GBP 40,000 - 50,000; Full time

Job summary

A financial services recruitment firm is looking for a Senior Fee Analyst to manage the client fee management process in Edinburgh. This role requires strong experience in fee processing within financial services, analytical skills, and proficiency in MS Excel. The ideal candidate will ensure accuracy in fee setups, collaborate effectively across teams, and drive process improvements. This is a 6-month fixed-term contract position.

Responsibilities

• Manage and support the end-to-end client fee process.
• Set up new client and adviser fee accounts.
• Conduct ongoing monitoring for fee set-ups.
• Oversee approval process for fee discounts.
• Collaborate on quarterly fee discount reviews.
• Identify enhancements to management information reporting.
• Manage fee amendment requests.

Skills

Fee processing experience

Financial services operations

Attention to detail

Analytical skills

MS Office knowledge

Communication skills

Time management

Tools

Excel

Job description

Job Description:

Core-Asset Consulting is delighted to be partnering with a growing financial services firm to recruit a Senior Fee Analyst to join their Edinburgh team on an initial 6-month fixed-term contract.

This is a unique opportunity for a proactive professional to take ownership of the client fee management process, ensuring accuracy and governance, whilst shaping and delivering process improvements that drive efficiency and strengthen controls.

Skills/Experience:

• Previous experience in a fee processing or billings environment.
• Strong background in operations within financial services, ideally with exposure to wealth or investment management.
• Highly numerate with excellent attention to detail and an investigative approach to problem-solving.
• Demonstrable analytical skills with the ability to interpret and disseminate large volumes of information accurately.
• Strong knowledge of MS Office, particularly Excel.
• Excellent communication skills, with the ability to collaborate effectively across teams and influence key stakeholders.
• Organised and proactive, with strong time management and the ability to deliver results within set deadlines.

Core Responsibilities:

• Manage and support the end-to-end client fee process.
• Set up new client and adviser fee accounts, ensuring accuracy and compliance.
• Conduct ongoing monitoring to identify incorrect or non-standard fee set-ups.
• Oversee and support the approval process for fee discounts and fee holidays, maintaining accurate records and ensuring consistency across the business.
• Collaborate with colleagues to review the fee discount register quarterly with senior stakeholders.
• Identify enhancements to management information (MI) reporting, ensuring robust exception reporting and strong governance.
• Manage fee amendment requests and maintain oversight of client impact.
• Work closely with internal teams to ensure high levels of data accuracy across fee processes.
• Drive process improvements and efficiencies to benefit both the business and its clients.

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 16248

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

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