Commissions Assistant

Bosham, Sussex
HL Partnership

Commissions Assistant
Full time, Permanent
£23,000 – £25,000 per annum
Home based with travel to the Chichester office as required

HL Partnership is a technology-focused Mortgage Network, offering support services to Mortgage and Protection Advisers. Our goal is to continue to be the best home for Mortgage Advisers, Protection Specialists, Equity Release Experts and General Insurance Professionals, whatever their size or location, using market-leading technology.

Due to continued growth, we are looking to add to our finance team to assist in the processing of commissions.

Key Tasks:

• Assist with the calculation and processing of weekly commission payments.
• Validate provider statements and payment files to ensure accuracy of commission amounts.
• Maintain accurate records of all commission transactions within internal systems.
• Support the resolution of commission discrepancies and queries from Advisers via phone and email.
• Act as first point of contact for Advisers regarding commission queries.
• Escalate complex queries to the Commissions Manager, as needed.
• Maintain confidentiality and handle sensitive financial data appropriately.
• Contribute to improving internal systems to increase efficiency.

Experience:

• Ideally, we are looking for someone with experience of data entry with an excellent eye for detail.
• Experience of working under pressure, prioritising and working to tight deadlines is essential.
• It is essential that you have good computer skills, including but not limited to Microsoft applications, especially Excel.

Personal Qualities

You need to have excellent verbal and written communication skills with the ability to analyse information with a view to making informed decisions.

Benefits:

• Additional leave – 22 days plus bank holidays as standard with the option to buy more each year
• Company pension
• Health and wellbeing programme

Our normal working hours are 35 hours a week, Monday to Friday.

As we are a non-sponsoring organisation, you will need to have the right to work in the UK.