Revenue Analyst - Wealth Management

London (Greater)
16 May 2018
15 Jun 2018
Contract Type
Full Time

Your new company
This job is based in the London office of a global Asset/Wealth Management firm. This role sits within the Revenue Management team and reports widely to the firm's Finance function. They are an established business which offers growth and progression.

Your new role
This role will require involvement across a wide range of tasks managed by the Revenue Team, aiming to deliver a high-quality service to the client teams and other stakeholders as well as implementing process improvements and efficiencies as required. Day to day responsibilities include: Supporting the quarterly fee process covering 20,000+ portfolios, Involved in the debtor collection process and reports to client teams and senior management of aged debts of all manual paying clients, Processing of IFA Advisor Charge calculations and payments, Supporting the Wealth Planning area with invoicing and revenue accounting. There will be involvement in month end, such as providing inputs, analysis or other data as requested, in line with the month-end timetable.

What you'll need to succeed
The right candidate will have similar experience in an Asset/Wealth Management business. Along with that you must also have good communication skills and be a collaborative and hard working individual.

What you'll get in return
Along with competitive salary, this organisation offers excellent benefits and bonus. You will have the opportunity to progress and liaise with various parts of the business.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

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