Our client is a growing nationwide financial planning and wealth advisory business which operates from over 50 offices across the UK, employing more than 700 staff. Turning over £60 million, PE-backed and with £11 billion of assets under management, it provides impartial, specialist "whole market" advice for individuals, corporates and trustees on pensions, retirement planning, inheritance tax planning, investments and group risk and business protection matters, often working closely with other professional advisers such as accountants and lawyers. We are currently looking to recruit a full-time Group Remuneration Assistant to join a friendly team in Newcastle.
Read the overview of this opportunity to understand what skills, including and relevant soft skills and software package proficiencies, are required.
You will report to the Group Transactional Manager supporting the transactional team in reconciling revenue and related activities.
Your Specific Responsibilities As Group Remuneration Assistant Will Include
Processing commission statements and reconciling bank accounts for business-as-usual income from the company CRM system, maintaining all necessary spreadsheets
Liaising with the UK offices to obtain statements
Logging into product provider portals to download statements
Contacting providers via email/chat to obtain statements
Typing up statements from postal reports to upload to the CRM
Contacting providers to resolve queries via telephone and email
Review unallocated transactions daily and ensuring these are being actioned, liaising with transactional manager if any issues arise
Reviewing data for inconsistencies
Complete month end reporting and analysis for the Group Transactional Manager
Carrying out any other ad hoc duties or projects as required
As Group Remuneration Assistant You Will Need
Strong experience gained in a relevant Accounting, Accounts Receivable or Accounts Payable role, including hands-on familiarity with reconciliation processes, in a fast-paced, service-driven environment
Financial services industry experience beneficial
A cooperative approach with experience working as part of a team
Analytical with and great attention to detail
Outstanding communication skills
High standard and knowledge of Excel, MS Office as well as other office systems like CRM
Excellent organisational and multi-tasking abilities
Accountancy study or qualification beneficial
A motivated reliable approach – friendly xlqdzyr and professional at all times
Flexibility and adaptable to change
Rewards And Benefits
Basic salary £25,000 to £30,000 based on experience and qualifications
To maximise pay/rewards, you must possess all outlined experience, skills, knowledge and qualifications
25 days holiday (rising with length of service) plus bank holidays and birthday day off
Pension, Life Assurance
Full time, Monday to Friday 9am to 5pm
Office based role (Northern outskirts of Newcastle) with flexibility to work from home when appropriate after probationary period
Free parking
Please note: High levels of interest mean we will only contact you if your application is shortlisted and this will happen within five working days. You must also be eligible to work in the UK