Join our Payment Services team and play a key role in ensuring timely, accurate and efficient processing of all payments to advisers. This is a critical position where attention to detail, reliability and ability to work to deadlines is essential.
You will act as a member of the Payment Services team, helping it to achieve its operational objectives and ensuring that it delivers a high quality and cost effective service.
You will act as a member of the Payment Services team, helping it to achieve its operational objectives and ensuring that it delivers a high quality and cost effective service.
The benefits:
- Salary - up to £28,000
- Bonus scheme - on target bonus - 7.5%
- Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
- Critical illness cover
- Income protection - 1x salary
- Death in service - 4x salary
- 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
- A range of other flexible benefits to include private medical insurance, dental insurance and much more.
Key Accountabilities:
- You will assist the business in processing income attributable to financial advisers
- You will allocate income received to business submissions
- Processing income in line with company procedures
- You will be responsible for investigating unallocated transactions and action where required to allow their allocation
- Maintain accurate and timely financial records
- Maintain a strong control environment
- Support the preparation of month end reporting
- Support the Finance Team with ad hoc analysis where relevant
- Provide modular and ad-hoc adviser training on submission requirements and reporting systems
- Establish and maintain relationships with product provider commission & agency teams
- Analyse and report trends in submission errors and queries to support ongoing adviser engagement programmes
- Contribution to the process definition and policy decisions
- Promote positive customer relationships
- Demonstrate flexibility by responding to internal customer requests in a positive and timely manner