Payment Services Adviser 2plan

Leeds, ENG, GB, United Kingdom

Job Description

Our Payment Services team play a key role in supporting our advisers within our network. As Payment Services Adviser, you'll take responsibility for processing, allocating and investigating payments and associated queries, supporting the team in achieving its operational objectives and ensuring that we delivers a high quality and cost effective service.



This is a hybrid role with 2-3 days per week in our Leeds office.

The benefits:




Salary - 27,700 Bonus scheme - on target bonus - 7.5% Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5% Critical illness cover Income protection - 1x salary Death in service - 4x salary 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days A range of other flexible benefits to include private medical insurance, dental insurance and much more.

Key Accountabilities:


Assist the business in processing income attributable to financial advisers Allocate income received to business submissions Process income in line with company procedures Investigate unallocated transactions and action where required to allow their allocation Maintain accurate and timely financial records Maintain a strong control environment Support the preparation of month end reporting Support the Finance Team with ad hoc analysis where relevant Provide modular and ad-hoc adviser training on submission requirements and reporting systems Establish and maintain relationships with product provider commission & agency teams Analyse and report trends in submission errors and queries to support ongoing adviser engagement programmes Contribution to the process definition and policy decisions * Promote positive customer relationships

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Job Detail

  • Job Id
    JD3513033
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Leeds, ENG, GB, United Kingdom
  • Education
    Not mentioned