Trainee Credit Controller

IPS Finance; West Yorkshire; On-site; GBP 26,000 - 34,000; Full time

Job summary

IPS Finance is seeking an organised Credit Controller to support clients and the business. You will focus on collecting outstanding balances while maintaining excellent relationships with clients, insurers and colleagues.

In this role you will work with Account Executives and the Finance team to resolve queries, reduce aged debt and deliver a first-class customer experience.

Qualifications

• Experience in credit control, accounts receivable or a similar finance role.
• Confident and professional communicator with strong attention to detail.
• Organised and able to manage multiple priorities while delivering accurate work.

Responsibilities

• Proactively managing and reducing aged debt across a varied client portfolio via phone, email and letter.
• Building strong relationships with clients and internal teams, including insurers.
• Investigating and resolving payment queries and allocating receipts.
• Producing debtor reports and supporting month-end processes.
• Collaborating with Account Executives to resolve outstanding issues and improve processes.

Skills

Credit control

Accounts receivable

Communication

Organisation

Excel

Tools

Excel

Finance systems

Job description

Are you an organised, proactive, and customer-focused professional who enjoys building relationships and making a difference? We're looking for a Credit Controller to join our client's growing team and play a key role in supporting both their clients and their business.

This is more than a collections role, it's an opportunity to become a trusted partner, helping clients manage their accounts while contributing to the continued success of a friendly and ambitious team.

As the Credit Controller, you'll ensure outstanding balances are collected efficiently while maintaining excellent relationships with clients, insurers, and colleagues.

You'll work closely with the Account Executives and Finance team to resolve queries, reduce aged debt, and help deliver a first-class customer experience.

Duties of Credit Controller

• Proactively managing and reducing aged debt across a varied client portfolio via phone, email and letter
• Building strong working relationships with clients and internal teams.
• Investigating and resolving payment queries promptly.
• Allocating receipts and maintaining accurate customer account records.
• Producing debtor reports and supporting month-end processes.
• Working collaboratively with Account Executives to resolve outstanding issues.
• Identifying opportunities to improve credit control processes and efficiencies.
• Ensuring compliance with company procedures and FCA standards.

We're looking for someone who is:

• Experienced in credit control, accounts receivable or a similar finance role.
• A confident and professional communicator.
• Organised, accurate and able to manage multiple priorities.
• Skilled at building positive relationships while having confident payment conversations.
• A proactive problem solver with excellent attention to detail.
• Comfortable using finance systems and Microsoft Office, particularly Excel.
• Experience within insurance or financial services is desirable but not essential-we value attitude and willingness to learn.

If you're looking for a role where your contribution is recognised and where you can develop your career in a thriving insurance business, we'd love to hear from you