At a Glance
- Tasks: Manage client accounts and reduce aged debt while building strong relationships.
- Company: Join a friendly and ambitious insurance team focused on growth.
- Benefits: Career development opportunities and recognition for your contributions.
- Other info: Proactive problem solvers with attention to detail will thrive here.
- Why this job: Make a real impact by supporting clients and enhancing their experience.
- Qualifications: Experience in finance roles and strong communication skills are preferred.
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
Trainee Credit Controller in Leeds employer: IPS Finance
Join a well-established independent firm of Chartered Accountants in Selby, where you will thrive in a supportive work culture that values flexibility and professional growth. With competitive benefits including 25 days of annual leave, study support options, and opportunities to work with diverse clients, this role as a Senior Accountant offers a rewarding career path in a collaborative environment. Experience the advantage of working in a firm that prioritises long-term relationships and employee development.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Credit Controller in Leeds
✨Tap into University Career Services
If you're a student or recent grad eyeing a trainee role in banking or financial services, your university career services are your secret weapon. They often have connections with firms, and can guide you to exclusive openings that aren't advertised widely, so make sure to get in touch!
✨Get Involved in Finance Societies
Joining finance-related societies or clubs at your university can seriously up your game. They often host networking events, guest speaker sessions, and workshops that can connect you directly with industry professionals and potential employers.
✨Show Your Passion Through Projects
Try working on finance-related projects or internships, even if they're unpaid. It shows your commitment and gives you something to discuss in interviews. Plus, if you've got a blog or a portfolio detailing your findings on market trends, that can really impress recruiters!
✨Use Our Website to Find Opportunities
We at StudySmarter recommend that you regularly check our website for trainee opportunities at leading companies like IPS Finance. They often post openings directly there, so don't miss out on the chance to apply and show what you've got!
We think you need these skills to ace Trainee Credit Controller in Leeds
Some tips for your application 🫡
Show your numbers!:In banking and financial services, we love a bit of quantification. Be sure to highlight any relevant coursework, grades, or projects that showcase your analytical skills. If you've tackled math-heavy subjects or have experience with financial modelling, let that shine on your CV!
Tailor your application to finance:Don't just copy and paste a generic cover letter; weave in your passion for finance and share any relevant experiences or internships, no matter how small. Writing about your motivations and learning potential in relation to the role will help us see you fit in at IPS Finance.
Certifications can set you apart:If you've got any finance-related certifications (think CFA Level 1, ACCA, or even online courses), make sure to include them! They show initiative and a commitment to your career in banking, which we really appreciate.
Proofread with a fine-tooth comb:In finance, attention to detail is crucial! Spam your application with typos or poor formatting, and we may flag you as 'not detail-oriented'. So, let’s double-check everything. A clear structure in your CV and cover letter will also help your application stand out. Remember, apply through our website!
How to prepare for a job interview at IPS Finance
✨Brush Up on Your Financial Knowledge
Make sure you’re comfortable with financial concepts and terminology. The interview may dive into areas like risk assessment or investment strategies, so revisiting some core principles and current trends in the banking sector will really help us stand out at IPS Finance.
✨Prepare for Case Studies
Expect to encounter case studies or hypothetical financial scenarios where you’ll need to demonstrate your analytical skills. Practising with examples can help us articulate our thought process clearly and show how we approach problem-solving specific to the banking and financial services sector.
✨Highlight Your Learning Agility
As a trainee, they’re looking for potential over experience. We should emphasise our willingness to learn and adapt. Be ready to discuss how we’ve taken on challenges in the past, showcasing our growth mindset and eagerness to dive into the banking world with both feet.
✨Showcase Your Interest in the Industry
Let your passion for banking shine through! Discuss any relevant coursework, internships, or even personal finance projects you’ve explored. This not only demonstrates our knowledge but also our genuine enthusiasm for a career in banking at IPS Finance.
