Part-Time IFA Commission Manager in Farnham, Surrey

Role Purpose

Our client is seeking an organised and detail-oriented IFA Commission Manager to oversee all income-related activities within our financial services business. The successful candidate will use Intelligent Office (IO) to monitor, reconcile, and report on adviser income, provider commission payments, and client fee income, ensuring accuracy and timely processing.

Key Responsibilities

Income Management

• Monitor and track all commission, fee, and recurring income received.
• Reconcile provider statements against expected income.
• Investigate and resolve discrepancies in commission or fee payments.
• Ensure income is accurately recorded within Intelligent Office.
• Maintain up-to-date records of adviser remuneration and business revenue.
• MONTH END: Complete month end for the business to ensure all income is reconciled and applied correctly to each adviser.  This is imperative to ensure correct payments are made to advisers and introducers accurately and on time each month. 

Intelligent Office Administration

• Manage income workflows and pipelines within Intelligent Office.
• Update client and provider records accurately.
• Generate income, revenue, and management reports.
• Monitor outstanding income and follow up with providers where necessary.
• Support data integrity and compliance requirements within the system.

Reporting & Analysis

• Produce regular income reports for management.

Compliance & Controls

• Ensure all income processes comply with FCA requirements and company procedures.
• Maintain audit trails and documentation relating to income reconciliation.
• Support internal and external audits when required.

Stakeholder Management

• Liaise with advisers, administrators, providers, and Finance Manager.
• Respond to income-related queries promptly and professionally.
• Build effective working relationships with internal and external stakeholders.

Skills & Experience

• Previous experience in income management, finance administration, or commission reconciliation.
• Strong working knowledge of Intelligent Office (IO).
• Excellent attention to detail and accuracy.
• Good numerical and analytical skills.
• Proficient in Microsoft Excel and Microsoft Office applications.
• Ability to prioritise workloads and meet deadlines.
• Experience within financial services, wealth management, or mortgage businesses

Benefits

• Flexible part-time working hours.
• Opportunity to work within a growing financial services business.
• Ongoing training and development.
• Supportive and collaborative working environment.