Job Description

Job Overview

We are seeking a diligent and detail-oriented Credit Controller to join our Internal Finance Team.

The successful candidate will be responsible for maintaining healthy cash flow, ensuring timely collection of outstanding payments, and maintaining positive relationships with clients.

This role offers an excellent opportunity for individuals with a strong understanding of financial processes and excellent communication skills to contribute to the organisation's financial health.

About the Position

This is a key role within our Internal Finance Team and is responsible for ensuring the timely payment of debts.

This role is critical to maintaining healthy cash flow and fostering positive client relationships through proactive debt management.

You will be responsible for reviewing aged debt reports and following up with clients at key timelines to ensure that invoices due are paid. In addition, supporting the Internal Finance Team with additional duties to support your knowledge and professional development.

Duties

Review aged debt reports regularly Identifying those clients who have debt outstanding. Identify and contact clients to discuss how they will pay their outstanding debts. Follow up with clients will be through phone calls, emails or letters to notify them of overdue invoices. Where appropriate agree with the client a meaningful debt repayment plan and follow-up on a regular basis to ensure payments are being made. Ensure full and proper notes are made of conversations with clients and what has been agreed regarding any repayment plans. Produce periodic reports regarding overdue invoices, monies recovered, period of time it took to recover the monies and what repayment plans were put in place. Where appropriate liaise with the Client Manager who will support with the recovery of the client's debts. Review, approve and send sales invoice in XPM and Xero to ensure related firm policy is applied. Pay cheques or deposit cash into the bank if necessary. Take card payments for clients; Set up direct debit mandate for new clients if necessary Pay cheques or deposit cash into the bank if necessary. Take card payments for clients; Set up direct debit mandate for new clients if necessary. Any other duties commensurate with this level of position as requested by any of our Directors.

About you

Have exceptional communication skills both verbal and written for liaising with clients and colleagues. Have meticulous attention to detail and organisational skills. Be able to work independently but also as part of a team and help others when required. Conversant with all Microsoft packages. Ideally although not essential have current experience of working with Xero. Be resilient and have ability to work under pressure. Knowledge of Xero and IRIS is desirable. Willingness to learn new skills and adapt to change of processes.

Qualifications

Hold GCSE Maths Grade 6 or above, or the equivalent. Have a minimum of 2 years' experience of credit control within a professional services organisation.
This role requires organisational skills, attention to detail, and the ability to maintain professional relationships with clients. The ideal candidate will be proactive, analytical, and possess excellent communication skills to succeed in this position.

Job Types: Full-time, Permanent

Pay: 23,809.50-25,000.00 per year

Benefits:

Company pension Flexitime On-site parking Referral programme Work from home
Work Location: In person