Revenue Accountant

Saltus Partners is an independently owned financial planning and discretionary investment management house.

• Assist with income reconciliation of Off-Platform financial planning income
• Complete the monthly On-Platform billing process
• Assist with processing fee correction and backbill requests and calculations
• Deal with general fee queries from stakeholders across the business
• Work alongside the Finance Manager to build new processes and complete revenue projects
• Post revenue related journals into accounting system
• Balance sheet reconciliations
• Utilise data to find opportunities to improve revenue information and collect uncollected fees

• Degree educated and/or holds, or is part way through, a relevant accountancy qualification, with a minimum of AAT Level 4 (or equivalent). Candidates currently studying towards ACA, ACCA or CIMA are encouraged to apply
• Proficient in the use of Microsoft Excel, with experience in handling and analysing large datasets
• Familiar with balance sheet reconciliations
• High level of attention to detail and commitment to data accuracy and quality
• Strong organisational skills, with the ability to manage multiple tasks and follow up persistently with third parties or stakeholders
• Confident communicator across all mediums – whether by phone, email, or in person – and able to convey information clearly and professionally
• A proactive, can-do attitude, with a willingness to take on challenges and find solutions using initiative
• Proficiency with financial software systems, such as Microsoft Dynamics Business Central or Curo
• Experience in financial services, wealth management, or a similar industry
• Strong problem-solving skills, with a proactive approach to identifying and resolving discrepancies in data

We are looking for someone for our Whiteley office, and offer hybrid working, currently 3 days in the office, with the remainder at home.

The salary is between £32,000-£40,000pa depending on experience, alongside 25 days’ holiday (plus bank holidays), life assurance, income protection and a pension, alongside access to our flexible benefits platform. The role is 37.5 hours per week between the hours 8.30-5pm.