Finance and Credit Control Administrator

• Accessing the bank account for receipts and allocating them on the ledger throughout the day
• Allocating all payments received onto their accounts software (Sage)
• Updating the standing order payments spreadsheet to ensure no payments are missed or stopped
• Following up on any discrepancies with payments (under and overpayments)
• Handling fee queries and sending monthly statements
• Managing telephone calls and emails throughout the day
• Contacting clients via phone, email, and letter
• Monitoring the Accounts Admin inbox
• Taking card payments and entering purchase ledger invoices into the software
• Assisting the practise Manager with supplier BACS payment summaries
• Ensuring all supplier details are up to date and payment terms are set correctly
• Banking and posting client cheques/cash weekly
• Collaborating with Partners on client account concerns
• Providing effective support to colleagues, managers, and Partners
• Assisting annually with the Professional Fees Insurance (PFI)
• Supporting the Finance Manager and Partner with various tasks as needed

• A minimum of 3 years of experience doing credit control
• Previous experience in the finance industry is desirable
• A knack for establishing and maintaining strong client relationships at all levels
• Exceptional attention to detail and the ability to reconcile complex accounts
• Competence in Microsoft Office (Excel and Word) and Sage or similar accounting software
• A calm, confident manner for handling potentially uncomfortable conversations
• Strong time management, self-organisation, and planning skills
• Excellent communication skills, both written and verbal
• A friendly and approachable personality with flexibility to adapt to changes

Previous experience in the finance industry is desirable

• 20 days holiday, plus bank holidays
• 1 extra holiday day for Christmas
• An additional 0.5 days holiday after each year (up to 25 days)
• Flexi time
• Medicash cash plan
• Online discount shopping portal
• Access to a 24 hour employee helpline
• Payment of 1 professional subscription per year
• Fully funded training qualifications
• Training bonuses for students
• Parking permit salary sacrifice
• Employee referral bonus of up to £1500
• Dress down Friday
• Wellbeing team