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Trainee Credit Control

Taylor James Resourcing

London

On-site

GBP 26,000 - 29,000

Full time

22 days ago

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Job summary

A global financial broking firm in London seeks a Client Onboarding KYC Associate to handle credit control tasks. The role involves coordinating with brokers and underwriters, supporting cash flow management, and optimizing financial operations in a dynamic team environment. Candidates should possess analytical skills and a background in financial administration.

Qualifications

  • Experience in credit control or financial administration is desirable.
  • Ability to liaise with multiple stakeholders including brokers and underwriters.
  • Strong analytical skills and attention to detail.

Responsibilities

  • Administer credit control tasks under guidance.
  • Liaise with brokers, underwriters, and treasury for premium payments.
  • Assist in preparing reports for Operations and Credit Risk Committees.

Job description

Quick Registration: First Name *, Last Name *, e-mail *, Phone *, Sector, Location

Our client is a Global Financial Broking firm in London.

Position: Client Onboarding KYC Associate. 5 days a week in the office.

Other roles include:

  • Administration Assistant – Financial Services

Our client is a Financial Market Making company in London.

Our client is a Wealth and Asset Management firm.

Date: 14 Nov 2023
Sector: FINANCE / ACCOUNTING
Type: Permanent
Location: London
Salary: £26,000 - 29,000 per annum
Email: brian@taylorjamesresourcing.com
Ref: BT764

Trainee Insurance Credit Control to £29,000

This leading insurance underwriter has an excellent market reputation and is expanding. They are looking for a new team member to provide a robust and scalable Credit Control service, expediting cash allocation and debt collection, liaising with brokers, underwriters, treasury, international offices, and outsourced providers.

As a growing company with a new team, there are opportunities to be involved in operational initiatives such as process improvement, data quality, and automation projects.

Main duties:

  • Administer credit control tasks under the guidance of the Credit Control Manager.
  • Liaise with brokers, underwriters, treasury, international offices, and outsourced providers involved in settling premium payments.
  • Raise intercompany transfers and outgoing payments.
  • Help meet KPIs related to reducing aged debt and unallocated cash.
  • Assist in preparing reports for the Operations and Credit Risk Committees.
  • Participate in initiatives to reduce aged debt, unallocated cash, and premium queries.
  • Attend training and meetings as required.
  • Perform tasks as directed by the Credit Control Manager.
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