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IFA Commission, Fees & Rebates Controller
Eingestellt von ISL (Incite Solutions Ltd)
Gesuchte Skills: Support, Controller
Projektbeschreibung
Responsibilities
*Calculation and transfer of fees and charges for Advisers and White Labels.
*Review and ongoing support of team tasks.
*Supporting RDR processes and managing queries and solutions throughout the transition period.
*Maintaining Adviser and Fund Manager relationships with regards fees, charges & rebates
*Collection of outstanding rebates, periodic MI and dealing with outstanding debtors
*Processing and collecting the quarterly APA Fees.
*Calculating and collecting Model Portfolio Fees.
*Ad hoc projects and MI.
Projektdetails
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Einsatzort:
Bath, Vereinigtes Königreich
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Projektbeginn:
asap
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Projektdauer:
12 months
- Vertragsart:
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Berufserfahrung:
Keine Angabe
Geforderte Qualifikationen
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Kategorie:
Organisation/Management, Sonstiges