Finance and Credit Control Administrator

Office Angels; Newton Abbot; On-site; GBP 26,000 - 30,000; Full time

Job summary

A leading financial firm is seeking a Finance and Credit Control Administrator to play a pivotal role in managing client accounts and ensuring financial accuracy. The ideal candidate will have at least 3 years of experience and strong skills in relationship management and communication. This role offers competitive salary and a robust benefits package, including professional development opportunities.

Benefits

20 days holiday plus bank holidays

Flexi time

Fully funded training qualifications

Employee referral bonus up to £1500

Qualifications

• Minimum of 3 years experience in credit control.
• Desirable background in finance.
• Ability to manage client relationships effectively.

Responsibilities

• Managing bank receipts and allocations on ledger.
• Handling discrepancies in payments.
• Collaborating with partners on client concerns.

Skills

Credit Control

Client Relationship Management

Attention to Detail

Time Management

Communication

Tools

Sage

Microsoft Office

Job description

Are you ready to make a meaningful impact in the world of finance? For over 80 years, our clients dedicated team of chartered accountants has been empowering businesses in the South West with expert financial guidance. We're looking for a dynamic Finance and Credit Control Administrator to join their vibrant team in Newton Abbot!

Job Title: Finance and Credit Control Administrator
Location: Newton Abbot

Salary: £26,000-£30,000 Dependant on Experience
Hours: 8:30am to 5.00pm, 37.5 hours. Flexibility or slightly reduced hours could be discussed for the right candidate

Benefits:

• 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

What You'll Do:
As the backbone of their finance team, your primary responsibilities will include:

• 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.

Who You Are:
To thrive in this role, you'll bring:

• 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.

If this sounds like you and your keen to find out more please get in touch today with Vicky on 01392 426200 , apply online or email [e-mail]

Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

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