Reconciliation Coordinator - Income and Agency - Hybrid (2 days WFH)

As a Reconciliation Coordinator you will be working within our Income and Agency team working to reconcile the income received by the business to our back-office system, Intelliflo (IO) and to support the Novation process following acquisitions to ensure income is novated efficiently and all plans are matched to the back-office system.,

• Ensure that all income is accurately accounted for within IO


• Develop and maintain effective communication channels with stakeholders to understand their needs and expectations, ensuring alignment with team and business objectives.


• Maintaining oversight of our debtor's process


• Build and maintain relationships with multiple investment and insurance providers to support novation of agencies.


• Successful matching of income on provider statements and invoices with records in IO


• Investigate and correct any items that are unable to be matched automatically.


• Lead on the production of monthly MI and reports to finance and financial planning team as part of group reconciliation and accounting process


• Processing and recording of Client Refunds


• Run introducer reports to calculate monthly payments


• Liaison with providers and Insurance companies to ensure accurate remuneration data


• Assist with creation of income profiles within IO.


• Support with ongoing operational projects with the business.
  
  You will have experience working in a similar role, having either worked within a Finance department or within a Financial Planning firm.


You will be extremely organised and able to manage your time effectively, ensuring that all tasks are completed within agreed timescales. You will be good with numbers and with an analytical approach, being able to extract and reconcile data is essential for the role.

You are a fast learner, able to pick things up quickly and seek out learning opportunities. You are naturally inquisitive and have excellent communication skills. You will have sharp attention to detail and work best when faced with a busy workload.,
• Experience of working within Financial Services


• Excellent organisation skills with the ability to multitask effectively


• Experience of working within a Finance team or with invoices


• Excellent communication and interpersonal skills


• Microsoft Office skills


• Ability to maintain excellent working relationships with a professional team and manage multiple stakeholders


• 5 GCSEs graded A-B (6), or equivalent, including Maths and English


Desirable skills and experience


• Educated to degree level would be desirable


• Experience of Intelliflo (IO)


• Accountancy experience
  
  Attivo are Lifestyle Financial Planners.


We're a privately owned company. We prefer it that way. It means we're free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest - an approach that builds trust with our clients and inspires their financial confidence.

Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients lifestyle needs.

Whether you're a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams., You will also get to support with income and agency related project work together with other operational projects due to our business growth.

As the role requires collaborative working as part of a busy team, the successful candidate will need to be based from one of our offices 3 days per week, with the option to work remotely the remaining days. We have offices in Cheltenham, London, Cardiff, Liverpool, Darlington and Harrogate. We value work life balance and offer flexible working alongside our hybrid approach.

2.0 out of 5
Cheltenham
Remote
Up to £35,000 a year - Full-time, Pulled from the full job description

• Company pension


• Gym membership


• Private medical insurance


• Work from home, up to £35,000 depending on experience


Attivo also offers:

• Non-contributory Pension Scheme



• Private Medical Insurance


• Cashplan


• Income Protection


• Critical Illness


• Death in Service


• Parking allowance (Cheltenham only)


• Generous holiday allowance, rising with length of service


• Work from home and flexible working available


• Discounted corporate gym membership


• Excellent culture, promoting employee wellbeing and engagement.