FINANCIAL SERVICES INCOME MANAGER Are you a whizz with numbers, love keeping things organised, have experience using Intelligent Office (IO) and also happen to be looking for a part-time role that offers flexibility without compromising on responsibility? This could be just what you're looking for! We're working with a growing financial services business looking for a detail-focused Income Manager with previous experience in income management, finance administration or commission reconciliation to take ownership of income tracking, commission reconciliation and reporting. You'll play an important role in ensuring income is accurately recorded, payments are reconciled and any discrepancies are investigated and resolved. Salary - 20-22PH 20-25 hours per week, with flexibility around working arrangements. Key responsibilities for the Income Manager include, Monitoring and reconciling commission, client fees and recurring income against provider statements Taking ownership of month-end income reconciliation, ensuring income is correctly allocated to advisers and payments to advisers and introducers are accurate and made on time Investigating discrepancies, resolving queries and following up outstanding payments with providers Managing income records, workflows and pipelines within Intelligent Office (IO), maintaining accurate and up-to-date information Producing income, revenue and management reports to support business performance Maintaining robust audit trails and ensuring processes meet company procedures and FCA requirements Working closely with advisers, administrators, providers and the Finance Manager to keep everything on track What are we looking for? Previous experience in income management, finance administration or commission reconciliation, together with a strong working knowledge of Intelligent Office (IO). You'll be confident working with numbers, highly organised and naturally detail-oriented, with strong Excel skills and the ability to investigate discrepancies and solve problems independently. Experience within financial services, wealth management or mortgages would be particularly useful, as would an understanding of adviser charging, commission structures and FCA-regulated environments. The ideal candidate will need to be comfortable handling confidential financial information, take ownership of Month End, managing deadlines and communicating effectively with a range of stakeholders. If you have the right Intelligent Office experience and enjoy taking ownership of the detail behind the numbers, we'd like to hear from you.
Nov 08, 2026
Full time
FINANCIAL SERVICES INCOME MANAGER Are you a whizz with numbers, love keeping things organised, have experience using Intelligent Office (IO) and also happen to be looking for a part-time role that offers flexibility without compromising on responsibility? This could be just what you're looking for! We're working with a growing financial services business looking for a detail-focused Income Manager with previous experience in income management, finance administration or commission reconciliation to take ownership of income tracking, commission reconciliation and reporting. You'll play an important role in ensuring income is accurately recorded, payments are reconciled and any discrepancies are investigated and resolved. Salary - 20-22PH 20-25 hours per week, with flexibility around working arrangements. Key responsibilities for the Income Manager include, Monitoring and reconciling commission, client fees and recurring income against provider statements Taking ownership of month-end income reconciliation, ensuring income is correctly allocated to advisers and payments to advisers and introducers are accurate and made on time Investigating discrepancies, resolving queries and following up outstanding payments with providers Managing income records, workflows and pipelines within Intelligent Office (IO), maintaining accurate and up-to-date information Producing income, revenue and management reports to support business performance Maintaining robust audit trails and ensuring processes meet company procedures and FCA requirements Working closely with advisers, administrators, providers and the Finance Manager to keep everything on track What are we looking for? Previous experience in income management, finance administration or commission reconciliation, together with a strong working knowledge of Intelligent Office (IO). You'll be confident working with numbers, highly organised and naturally detail-oriented, with strong Excel skills and the ability to investigate discrepancies and solve problems independently. Experience within financial services, wealth management or mortgages would be particularly useful, as would an understanding of adviser charging, commission structures and FCA-regulated environments. The ideal candidate will need to be comfortable handling confidential financial information, take ownership of Month End, managing deadlines and communicating effectively with a range of stakeholders. If you have the right Intelligent Office experience and enjoy taking ownership of the detail behind the numbers, we'd like to hear from you.
OFFICE MANAGER - PART-TIME We're recruiting for a highly organised, proactive and dependable Part-Time Office Manager to take ownership of the day-to-day running of a busy office. This is a varied, hands-on, office-based role where no two days are quite the same, offering the opportunity to become the go-to person who keeps everything organised, efficient and running like clockwork. Hours: 20-25 hours per week - flexible Salary - 18.30PH - 19.50PH depending on experience Working closely with the Director and Operations Manager, as Office Manager you will oversee office administration, facilities, suppliers and staff support, alongside providing administrative assistance with HR, finance and Health & Safety. It's an ideal opportunity for someone with previous experience who enjoys taking responsibility, spotting what needs doing and getting things sorted without having to be asked! Key responsibilities for the Office Manager include, Managing day-to-day office administration, facilities, supplies and maintenance Liaising with suppliers, contractors, landlords and service providers Supporting staff administration, including holiday records and new starter paperwork Assisting with invoices, expenses and general financial administration Keeping HR and Health & Safety records up to date, working alongside management and external advisers The ideal Part-time Office Manager will need the following, Excellent organisational skills and a keen eye for detail The ability to juggle competing priorities while keeping a cool head Strong communication skills and a professional, approachable manner Confidence using Microsoft Office and managing suppliers and external contacts A practical, solutions-focused approach, with the ability to take ownership and see tasks through to completion Discretion when handling confidential staff information and business records Experience in HR administration, Health & Safety coordination, financial administration or bookkeeping would be advantageous, although the key is having the organisational ability and willingness to support these wider business functions. If you're an experienced office professional who enjoys keeping everything in order, supporting a team and making sure the behind-the-scenes details are taken care of let's have a conversation today!
Nov 08, 2026
Full time
OFFICE MANAGER - PART-TIME We're recruiting for a highly organised, proactive and dependable Part-Time Office Manager to take ownership of the day-to-day running of a busy office. This is a varied, hands-on, office-based role where no two days are quite the same, offering the opportunity to become the go-to person who keeps everything organised, efficient and running like clockwork. Hours: 20-25 hours per week - flexible Salary - 18.30PH - 19.50PH depending on experience Working closely with the Director and Operations Manager, as Office Manager you will oversee office administration, facilities, suppliers and staff support, alongside providing administrative assistance with HR, finance and Health & Safety. It's an ideal opportunity for someone with previous experience who enjoys taking responsibility, spotting what needs doing and getting things sorted without having to be asked! Key responsibilities for the Office Manager include, Managing day-to-day office administration, facilities, supplies and maintenance Liaising with suppliers, contractors, landlords and service providers Supporting staff administration, including holiday records and new starter paperwork Assisting with invoices, expenses and general financial administration Keeping HR and Health & Safety records up to date, working alongside management and external advisers The ideal Part-time Office Manager will need the following, Excellent organisational skills and a keen eye for detail The ability to juggle competing priorities while keeping a cool head Strong communication skills and a professional, approachable manner Confidence using Microsoft Office and managing suppliers and external contacts A practical, solutions-focused approach, with the ability to take ownership and see tasks through to completion Discretion when handling confidential staff information and business records Experience in HR administration, Health & Safety coordination, financial administration or bookkeeping would be advantageous, although the key is having the organisational ability and willingness to support these wider business functions. If you're an experienced office professional who enjoys keeping everything in order, supporting a team and making sure the behind-the-scenes details are taken care of let's have a conversation today!
PENSION & INVESTMENT ADMINISTRATOR Are you an experienced Financial Services Administrator with a background in pensions and investments, and either already holding or working towards financial services qualifications such as R01-R06 (or equivalent)? If you're looking to join a friendly, professional and highly regarded wealth management team where you can continue to develop your career, this could be an excellent opportunity. Our client is a well-established and successful Independent Financial Advisory practice with a strong reputation for providing high-quality advice and exceptional client service. Due to continued growth, they are looking to recruit a Pension & Investment Administrator to support their team of Financial Consultants. Salary 30-33K depending on experience + 25 days holiday+Bank Holidays + 1 extra day off during your birthday month + paid parking Key responsibilities for the Pension & Investment Administrator include Processing new pensions and investment business Liaising with Financial Consultants, Paraplanners and providers Maintaining accurate records on the Intelliflo back - office system Handling correspondence with clients, providers and advisers Managing diaries and preparing files for client meetings Ensuring all administration is completed in line with FCA and compliance requirements The ideal Pension & Investment Administrator will need Previous administration experience within an IFA or Financial Planning environment Strong attention to detail and excellent organisational skills Good IT skills and confidence using back-office systems A professional and personable communication style Strong numerical ability A positive, team-focused approach Financial services qualifications (R01-R06 or equivalent), or be actively working towards them What's on Offer Friendly and supportive team environment Opportunity to develop your financial services career Exposure to a wide range of pension and investment administration Long-term career prospects within a growing and successful firm Opportunity for hybrid working following a successful probationary period Hours 9am-5pm Monday to Friday If you're looking for a role where your experience will be valued and where you can continue to build your knowledge and qualifications within financial planning, we'd like to hear from you.
Nov 08, 2026
Full time
PENSION & INVESTMENT ADMINISTRATOR Are you an experienced Financial Services Administrator with a background in pensions and investments, and either already holding or working towards financial services qualifications such as R01-R06 (or equivalent)? If you're looking to join a friendly, professional and highly regarded wealth management team where you can continue to develop your career, this could be an excellent opportunity. Our client is a well-established and successful Independent Financial Advisory practice with a strong reputation for providing high-quality advice and exceptional client service. Due to continued growth, they are looking to recruit a Pension & Investment Administrator to support their team of Financial Consultants. Salary 30-33K depending on experience + 25 days holiday+Bank Holidays + 1 extra day off during your birthday month + paid parking Key responsibilities for the Pension & Investment Administrator include Processing new pensions and investment business Liaising with Financial Consultants, Paraplanners and providers Maintaining accurate records on the Intelliflo back - office system Handling correspondence with clients, providers and advisers Managing diaries and preparing files for client meetings Ensuring all administration is completed in line with FCA and compliance requirements The ideal Pension & Investment Administrator will need Previous administration experience within an IFA or Financial Planning environment Strong attention to detail and excellent organisational skills Good IT skills and confidence using back-office systems A professional and personable communication style Strong numerical ability A positive, team-focused approach Financial services qualifications (R01-R06 or equivalent), or be actively working towards them What's on Offer Friendly and supportive team environment Opportunity to develop your financial services career Exposure to a wide range of pension and investment administration Long-term career prospects within a growing and successful firm Opportunity for hybrid working following a successful probationary period Hours 9am-5pm Monday to Friday If you're looking for a role where your experience will be valued and where you can continue to build your knowledge and qualifications within financial planning, we'd like to hear from you.
