At a Glance
- Tasks: Collect outstanding invoices and build strong client relationships in a dynamic finance team.
- Company: Join a leading finance firm with a supportive and collaborative culture.
- Benefits: Enjoy 25 days holiday, health plans, and various employee perks.
- Other info: Great opportunities for professional growth and community involvement.
- Why this job: Make a real impact in finance while developing your skills and career.
- Qualifications: Detail-oriented with strong numeracy and IT skills, especially in Excel.
The predicted salary is between 25000 - 30000 £ per year.
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.
- Ensure 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 employer: Davies
Keoghs is an exceptional employer that prioritises employee wellbeing and professional growth, offering a supportive work culture in Bolton. With benefits such as a generous holiday allowance, health support services, and various employee resource groups, we foster a collaborative environment where team members can thrive. Join us to make a meaningful impact in credit control while enjoying opportunities for personal and career development.
StudySmarter Expert Advice🤫
We think this is how you could land Credit Control Assistant - 12 Months FTC
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Davies. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Credit Control Assistant - 12 Months FTC
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Davies.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Davies's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Davies
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Davies.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Davies will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Davies employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
