Credit Control Assistant - 12 Months FTC
Department: Legal
Employment Type: Fixed Term - Full Time
Location: Bolton
Description
We are seeking a proactive and detail-oriented Credit Control Assistant to join our Finance team in Bolton on a full-time basis. This role is key to ensuring the timely collection of outstanding invoices across a designated client portfolio, in line with Keoghs’ policies and KPIs. The successful candidate will play a vital role in managing debt, maintaining strong client relationships, and supporting the wider finance function.
Key Accountabilities
- Manage and collect outstanding client invoices in accordance with agreed processes and timescales.
- Build and maintain strong client relationships, balancing effective debt recovery with positive client engagement.
- Investigate and resolve invoice queries promptly, working closely with Fee Earners and Clients.
- Ensure accurate allocation of client receipts in collaboration with the Legal Cashiers Team.
- Liaise with the Billing Team to arrange amendments to bills where required.
- Ensuring the team leader is aware of any issues that arise and that significant issues are escalated to the Client Relationship Manager in a timely manner.
- Provide clear and accurate analysis of outstanding debt to Clients and Fee Earners.
- Monitor overdue accounts and recommend actions to keep overdue percentages within target.
- Contribute to process reviews, identifying and recommending improvements.
Experience, Skills and Qualifications
- Strong attention to detail with excellent numeracy skills.
- Proven ability to manage time effectively and prioritise workload.
- Confident IT skills, including proficiency in Excel and other Microsoft Office applications.
- Professional communication skills with the ability to engage effectively with clients and colleagues.
- A strong team player with a collaborative approach, willing to support colleagues when needed.
Benefits
- Davies Incentive Plan
- 25 days holiday per year which increases with level of service (opportunity to buy & sell 3 days)
- Simply Health Care Cash Plan
- WeCare – 24/7 online GP, mental health support and virtual wellbeing covering a whole host of topics to do with health, mental health, wellbeing & healthy living and financial & legal wellbeing
- Death In Service – after 1 years’ service
- Pension Contribution based 5% Employee / 3% Employer
- Employee Resource Groups
- Employee Volunteering Programme
- Cycle to Work Scheme*
- Tech Scheme*
- Season Ticket Loan*
- Gym Flex*
- Access to Online Discount Sites
- Discounted Gourmet Society Membership
- Discounted Tickets for Merlin Attractions nationwide
- Discounts at local retail outlets
*after successfully completing probation
Credit Control Assistant - 12 Months FTC in Bolton employer: Davies Group
Davies Group is an exceptional employer that prioritises the growth and well-being of its employees, offering a dynamic work environment where autonomy and collaboration thrive. With a strong focus on professional development and evolving benefits such as holiday pay and well-being programs, employees are empowered to reach their full potential while contributing to meaningful projects in the insurance sector. Join us in the UK to be part of a diverse team that values your contributions and supports your career journey.
