Income Reconciliation Specialist - Fully Remote

Are you an experienced financial services professional with a keen eye for detail and a passion for ensuring accuracy in income reconciliation? If so, we have an exciting opportunity for you!

Our client is a specialist consultancy and outsourcing firm that partners with financial advice and wealth management businesses to enhance their operations. They provide a range of value-added services designed to support and streamline their clients' business functions. As a Remote Native Organisation, they offer fully remote working but also host regular company socials to foster team connections.

• Role: Income Reconciliation Specialist
• Location: Fully Remote (UK-based)
• Hours: Full-time with flexible working options
• Eligibility: Candidates must have full, unrestricted right to work in the UK (no future visa end date)

As part of a growing outsourced income reconciliation team, you will be responsible for ensuring accurate income reconciliation for multiple clients. This involves managing commission statements, bank transactions, and fee allocations while ensuring seamless month-end reporting.

• Downloading, importing, and matching commission statements
• Managing bank statements and identifying missing income, ensuring prompt resolution
• Allocating fees and liaising with clients to finalise month-end processes
• Producing detailed reports to support financial accuracy
• Investigating and resolving historic income discrepancies
• Contributing to process improvements for greater efficiency

• Experience: Minimum 2 years in a financial services environment
• Technical Knowledge: Familiarity with income reconciliation in CRMs such as Intelliflo Office, Curo, Xplan-CommPay, or Enable
• Financial Acumen: Strong understanding of commission structures, payment types, and accounting principles
• Analytical Skills: Ability to obtain, process, and reconcile financial data
• Independence & Collaboration: Comfortable working autonomously and as part of a team in a fast-paced environment

• High attention to detail and accuracy
• Strong organisational and workload management skills across multiple client accounts
• Process-driven but proactive in identifying efficiency improvements

Note: This job description provides an overview of the role but is not exhaustive. Additional responsibilities may be assigned based on business needs.

If you’re looking for a dynamic remote opportunity where you can apply your financial expertise and make a real impact, we’d love to hear from you!