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Fees analyst, advisor commissions, xplan, wealth management

London
Wealth manager
£50,000 a year
Posted: 22 October
Offer description

TheClient AnestablishedInvestmentManagement/WealthManagementbusinesswithglobalreach,runningmultiassetfundsanddiscretionaryportfolios. TheRole Thisisagrea topportunityforanexperiencedFeesAnalysttoplayakeyrolewithintheWealthManagementbusinesstoensureWealth&FinancialAdvisersarepaidaccuratelyandontimebyexecutingmonthlyadviserpay-run. TheFeesAnalystwillprocessremunerationmodels,reconcilingincomedata,andproducingdetailedadviserremunerationreportsusingsystemssuchasX-planandCommPay. TheFeesAnalystmusthaveagoodunderstandingofhowaWealthManagementbusinessoperates,withexperienceworkingwithwealth/financialadvisersandcompensationstructures. Executethemonthlyfinancialadviserpay-runviaX/planandCommPay, Prepareandvalidateindividualremunerationreportsforeachadviser,supportingtransparencyandadviserconfidence. TheFeesAnalystwillansweradviserqueriesonfeesandcommissionitems,providingpromptandaccurateresponsestoensureclarityandunderstandingandliaisewithPaymentOperationsandFinance. TheCandidate 2/3yearsexperiencewithagoodunderstandingofFinancialAdvisorfeesand/orWealthManagementCommissionsandassociatedaccountingsystems,suchasX-planandCommPay. AunderstandingofFinancialAdvisorproviderproducts,tofacilitateinformeddecision-makingandreporting. NumerateabilityaFinancialdegreewouldbeadvantageous. Solidunderstandingofhowawealthmanagementpracticeoperates. Mustbeabletoworktotightdeadlineswhilemaintainingahighlevelofnumeracyandaccuracy. ExcellentExcelskills(e.g.,lookups,pivots,basicmodelling)andabilitytoworkwithlarge,complexdatasets

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