Full job descriptionYour new company
Hays are recruiting for a Finance Administrator to join a growing start-up financial services firm based in Wilmslow. This is an exciting opportunity to join a business in an early growth phase, where change is frequent and innovation is encouraged.
Your new role
*Supporting income accuracy and financial control across the wider business
*Completing income reconciliation for adviser and client revenue, ensuring accuracy and completeness
*Investigating income discrepancies and liaising with providers to resolve issues
*Working closely with internal stakeholders and external providers
*Helping to maintain smooth revenue processes and accurate adviser remuneration
*Contributing to strong governance, reporting and audit standards
*Supporting the integration of newly acquired businesses into existing finance processes
*Working with back-office systems such as Intelliflo, or comparable platforms, to maintain accurate financial and client data
What you’ll need to succeed
*Experience within finance administration, ideally in an IFA or wealth management environment
*Proven experience carrying out income reconciliation, preferably using Intelliflo, Xplan, Prestwood, or a similar back-office system
*Hands-on involvement in income reconciliation, investigation of discrepancies, and provider liaison
*Confidence analysing financial data and resolving reconciliation issues
*Strong Excel skills
*High attention to detail and accuracy
*The ability to manage multiple priorities and deadlines
*An open-minded and adaptable approach, comfortable working in a fast-paced start-up environment where processes may change
*Clear communication skills to collaborate effectively with advisers, operations teams, providers and finance colleagues
What you’ll get in return
*A competitive salary of £30,0000 and benefits package
*The opportunity to play a key role in shaping and improving processes and controls
*Strong visibility across the wider organisation
*Long-term career progression within a growing financial services group



What you need to do now


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