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Group remuneration assistant

Seaton
Permanent
Catalyst
Assistant
Posted: 13h ago
Offer description

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. 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 ...

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