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Payment Services Adviser

Openwork UK Ltd
Swindon, England
3 weeks ago
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.
This is a 12 month fixed-term contract, 2 days a week in the Swindon office.

The benefits:

  • Salary - up to £25,000
  • 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
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