Your new company
Hays are recruiting for a Finance Administrator to join a growing start‑up financial services firm based in Wilmslow. This is an exciting opportunity to join a business in an early growth phase, where change is frequent and innovation is encouraged.
Your new role
Supporting income accuracy and financial control across the wider business
Completing income reconciliation for adviser and client revenue, ensuring accuracy and completeness
Investigating income discrepancies and liaising with providers to resolve issues
Working closely with internal stakeholders and external providers
Helping to maintain smooth revenue processes and accurate adviser remuneration
Contributing to strong governance, reporting and audit standards
Supporting the integration of newly acquired businesses into existing finance processes
Working with back‑office systems such as Intelliflo, or comparable platforms, to maintain accurate financial and client dataWhat you'll need to succeed
Experience within financial services administration, ideally in an IFA or wealth management environment
Proven experience carrying out income reconciliation, preferably using Intelliflo, Xplan, Prestwood, or a similar back‑office system
If experience is gained on an alternative system, candidates must demonstrate hands‑on involvement in income reconciliation, investigation of discrepancies, and provider liaison rather than general administration alone
Confidence analysing financial data and resolving reconciliation issues
Strong Excel skills
High attention to detail and accuracy
The ability to manage multiple priorities and deadlines
An open‑minded and adaptable approach, comfortable working in a fast‑paced start‑up environment where processes may change
Clear communication skills to collaborate effectively with advisers, operations teams, providers and finance colleaguesWhat you'll get in return
A competitive salary of £30,0000 and benefits package
The opportunity to play a key role in shaping and improving processes and controls
Strong visibility across the wider organisation
Long‑term career progression within a growing financial services group
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
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