Payment Services Adviser
7 months ago
As a Payment Services Adviser your role is to ensure that all commission payments are received, reconciled, and processed, ensuring our firms receive timely and accurate payment. The team’s core target is to ensure a minimum 99% of all receipts received are investigated and matched each month.
You'll also help to ensure all queries are resolved, assisting senior members of the team with more technical payment questions, helping to ensure they are dealt with in accordance with The Openwork Partnership standards, the aim always being to delight the customer.
**This is a 12 month fixed term contract, hybrid role, based in our Swindon office, with the requirement to be in the office 2 days a week.**
**The benefits**:
- Salary - £20,000 - £21,500
- 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
- 25 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.
**Your responsibilities will include**:
- You will be responsible for processing fees/commissions received on Openwork Swift system.
- You’ll establish and maintain strong working relationships with Partners, Advisers and their support staff, building trust and helping to manage expectations in what is an extremely emotive area of the Business.
- Supporting in the investigation of reasons why commissions and fees have failed to auto-match, helping to ensure monies held in suspense are duly matched and paid wherever possible.
- Assist in the chasing of Partners/Advisers and their support staff re outstanding submissions within your specific area/discipline, providing support where needed.
- Assist with team specific configuration projects (i.e., when new Providers/Lenders are added to the Openwork Panel).
- Help senior members of the team to ensure all relevant MI is updated and shared with appropriate areas, including Finance and Compliance.
- Pro-active in making suggestions for potential improvements - no room for ‘that’s the way we’ve always done it.
- Ensure personal adherence to FCA and Openwork Standards and GDPR principles.
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