Credit Controller and Finance Administrator

Meridian Business Support; Kingsteignton; On-site; GBP 30,000 - 40,000; Full time

Job summary

A local professional services company in Newton Abbot is seeking an experienced Credit Controller and Financial Administrator. The role involves managing receipts, allocating payments, and maintaining client relationships. Candidates should have over 3 years of relevant experience, proficiency in Sage and Microsoft Office, and strong communication skills. This position offers the opportunity to support both managers and partners effectively.

Qualifications

• 3+ years of experience in a credit control role.
• Experience in finance industry is desirable.
• Ability to reconcile complex accounts.

Responsibilities

• Access bank account and allocate receipts on ledger.
• Allocate payments on accounts software (Sage).
• Follow up on payment discrepancies.

Skills

Credit control experience

Client relationship management

Attention to detail

Microsoft Office proficiency

Sage or accounting software experience

Time management skills

Tools

Sage

Microsoft Excel

Microsoft Word

Job description

My client, a local professional services company, is currently seeking an experienced Credit Controller and Financial Administrator for their Newton Abbot-based offices.

Job Description:

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

Skills and Experience:

• At least 3 years of experience in a credit control role.
• Previous experience in the finance industry is desirable.
• Ability to establish and maintain good client relationships both internally and externally at all levels.
• Ability to reconcile complex accounts with excellent attention to detail.
• Proficiency in Microsoft Office (Excel and Word), Sage, or other accounting software.
• Experience with systems including invoice discounting.
• Experience with CCH (accounts production software) is desirable.
• A calm, confident manner to handle potentially uncomfortable conversations.
• Good time management, self-organization, and planning skills.
• Strong written and verbal communication skills.
• Strong attention to detail, friendly, and approachable demeanor.
• Flexibility and adaptability to change.

Meridian is acting as a recruitment agency for this role.