Revenue Management Administrator - London, United Kingdom - Quilter

Quilter

Verified Company

London, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

What the Hiring Manager Says

Attention to detail is paramount to success in the role and will be monitored closely.

About the Role

We are looking for an Administrator to assist the Revenue Management team in effective and efficient team support and client management fee and charge administration.

The role will include various tasks such as

Accurately checking/updating static data relating to quarterly fee and charging reporting

Manual fees and charges journal entries

Construction and checking of fees and charges pages on inception for new accounts and mid period adjustments for existing accounts

Calculation of ad-hoc and initial management fees and adviser charges - Ensure IFA Company payments are paid in a timely and accurate fashion

Front Office/IFA business support and query resolution

General administrative duties and ad-hoc tasks such as keeping electronic department files updated.

Being prepared to take on additional project responsibilities as the need arises or is identified, supporting and covering team members where appropriate.

About You

Applications from people with diverse backgrounds enables our inclusive organisation to thrive.

If you feel you don't match our job description exactly, why not take a chance on yourself and apply? You could be exactly what this role needs.

Microsoft office skills is essential to the role. System experience such as Figaro, CRM and advantage would be beneficial but not essential. Wealth Management experience would be helpful. Ideally it would be desirable to hold IOC.

Core Benefits

Holiday: 26 days

Quilter Incentive Scheme:
All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it

Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions

Private Medical Insurance:
Single cover as standard, cover can be increased at your own cost

Life Assurance: 4x your salary, cover can be increased at your own cost

Income Protection: 75% of salary payable after 26 weeks of absence

In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.