Save Job Back to Search Job Description Summary Similar JobsDo you have experience within Wealth Management organisations?Are you immediately available or available on short notice for a new role?About Our ClientThe employer is a reputable organisation within the financial services industry. As a medium-sized business, they are dedicated to providing exceptional wealth management solutions to their clients.Job DescriptionOversee the accuracy, completeness, and timeliness of Wealth Manager (WM) remuneration statements and payments.Ensure WM remuneration and revenue accounting entries in the general ledger are accurate and aligned with agreed terms.Support the implementation of tactical design changes, ensuring solutions are robust, transition smoothly into BAU, and contribute to the ongoing strategic development of remuneration statements.Collaborate with the month‑end reporting team to ensure accurate monthly postings of WM remuneration allocations.Assist in developing and implementing new group affiliation options, including remuneration structure modelling, communication to Wealth Managers, accounting treatment, and MI reporting.Identify, investigate, and resolve data, process, and control issues, escalating risks appropriately and driving sustainable improvements.Provide commercial and financial insight to support forecasting, scenario modelling, and strategic decision‑making related to WM remuneration and revenue.Work closely with Finance sub‑teams to enhance reporting and MI capabilities, including developments in CODA, TM1, and Tableau.Contribute to system and reporting enhancements across TM1, CODA, Excel tools, and downstream MI infrastructure.Maintain up‑to‑date industry and regulatory knowledge to support remuneration and revenue‑related processes and systems.Support wider Financial Control tasks and contribute to ad‑hoc projects as required.The Successful ApplicantRecognised professional qualification (ACA, ACCA, CIMA or equivalent) with a minimum of 3 years PQEProven experience in a renumeration, revenue, or financial control role, ideally within Wealth or Asset Management.Strong experience producing management information, analysis, and insight, not purely transactional reporting.What's on OfferRecognised professional qualification (ACA, ACCA, CIMA or equivalent) with a minimum of 3 years PQEProven experience in a renumeration, revenue, or financial control role, ideally within Wealth or Asset Management.Strong experience producing management information, analysis, and insight, not purely transactional reporting.ContactJames BatemanQuote job refJN-022026-6946532Phone number+442072692123Job summaryJob functionBanking & Financial ServicesSubsectorAccountancy & FinanceSectorFinancial ServicesLocationCity of LondonContract typeInterimConsultant nameJames BatemanConsultant phone+442072692123Job referenceJN-022026-6946532
