Client Executive in Southampton

Client Executive in Southampton

Southampton Full-Time 30000 - 40000 £ / year (est.) Home office (partial)
P

At a Glance

  • Tasks: Support clients with invoice finance, manage credit control, and build strong relationships.
  • Company: Award-winning UK bank focused on growth and employee wellbeing.
  • Benefits: Generous holiday allowance, flexible working, and professional development opportunities.
  • Other info: Diversity is valued; we encourage all to apply!
  • Why this job: Join a friendly team and make a real impact in a supportive environment.
  • Qualifications: Experience in credit control and strong communication skills are preferred.

The predicted salary is between 30000 - 40000 £ per year.

Let’s grow together! A Platinum Investors in People employer and an award-winning UK bank, focused on growth. Our customers include savers and businesses across the UK and, working together, we use our specialist expertise to help them achieve their ambitions and build a sustainable future. If you’re an experienced Client Executive looking for an opportunity to grow in a friendly environment, we’re looking for you! We’re flexible, inclusive, committed to your wellbeing and passionate about you reaching your potential.

Brief description

We are looking to appoint a client executive within the invoice finance team delivering credit control and front-line ledger risk management. The candidate will need to demonstrate good team working skills and an aptitude in managing debtor relationships.

Purpose of the role

Support Relationship Managers in the delivery of invoice finance facilities, undertaking credit control and ledger verification, identifying threats to the integrity of our security, together with processing of payments and cash.

Duties and responsibilities

  • Help in development of strong relationships with clients and debtors
  • Undertake telephone and email credit control
  • Maintain accurate notes
  • Completion of invoice discounting reconciliation reports (if invoice discounting team)
  • Identify threats to our security as a result of ledger verification and chasing
  • Processing and analysis of invoices and credit notes
  • Preparation of monthly compliance reports reviewing client management information
  • Raise payments in accordance with mandate
  • Support the invoice team in achieving its core objectives
  • Identify new business opportunities from collection activity
  • Daily processing of bank statements

About You

What you’ll bring to the team

  • Experienced credit controller
  • IT literate and competency in Microsoft Word, Outlook and Excel
  • Excellent telephone manner balancing firm with gentle manner as appropriate
  • Credible when engaging with business owners and ability to develop relationships
  • Team player and flexible, prepared to help others in achievement of team goals
  • Organised with ability to manage time particularly when working under time pressures
  • Professional and ability to work with confidential information
  • Desire to develop learning and industry knowledge

Qualifications and experience

Ideally should have previous invoice finance experience.

Even if you don’t meet all the criteria, we encourage you to apply. At Paragon, we value diversity and we’re excited to hear from passionate individuals like you! If you’re ready to contribute to the team, please apply.

Further information on the role can be found in the Purpose and Performance Profile (PPP), which is downloadable on this page. Please note, applicants must have the right to work in the UK. We do not offer visa sponsorship.

Working hours

Monday to Friday 37.5 hours a week. We do encourage hybrid working which can be discussed at interview stage.

Inclusion

As a Disability Confident Employer, we want to ensure that our vacancies are accessible for everyone. If you have a disability, long term health condition or are neurodiverse and need us to adjust our recruitment process please get in touch with our recruitment team.

What can we offer you?

  • Generous Holiday Allowance: Starting from 25 days and climbing to 30, you also get to enjoy a day off for your birthday, Christmas Eve, and New Year’s Eve. You can also buy or sell up to a week’s leave
  • Share Save Scheme: Annually, you have the opportunity to buy shares in Paragon at a discounted rate
  • Profit Related Pay: We share some of our annual profit with our eligible employees
  • Pension Plan: We contribute up to 10% of your annual salary towards your pension
  • Family Friendly policies: We offer enhanced parental pay and paid time off for fertility treatment
  • Employee Discounts: Enjoy exclusive discounts on entertainment, travel, shopping, motoring and more
  • Volunteering Day: Contribute to causes you care about with one volunteering day per year
  • Life Assurance and Personal Accident Cover

Be flexible

We promote flexibility around how and where we work so that you can achieve a healthier work-life balance. We operate hybrid working, splitting our week between the office and home.

Be yourself

As an equal opportunities employer, we welcome diversity and care about inclusion. That’s why we want you to be your whole self at work. We believe an inclusive workplace is good for each of us, great for our customers and better for our business. Our Equality, Diversity and Inclusion Network meets regularly to share challenges, experience, and ideas to build a more equal, diverse, and inclusive business.

Be heard

We listen to your point of view, with our People Forum and regular employee surveys making sure you can use your voice and influence our future.

Be well

We will give you access to a range of tools and resources to support your wellbeing. This will include a digital GP service via our free Employee Assistance Programme, access to our Wellbeing team to connect you with the help you need to get more out of life and our Vitality at Work programme to provide you with discounted gym membership, fitness equipment and another multitude of wellbeing services.

Be better

We want you to reach your potential and, as a Platinum Investors in People employer, we’ll encourage you to learn and develop by building a personalised development plan together with your manager.

Client Executive in Southampton employer: Paragon Bank Group

At Paragon, we pride ourselves on being a Platinum Investors in People employer, offering a supportive and inclusive work environment where your growth is our priority. With generous benefits such as a flexible hybrid working model, extensive holiday allowance, and a commitment to employee wellbeing, we empower our Client Executives to thrive while building meaningful relationships with clients. Join us in a culture that values diversity, encourages professional development, and celebrates your unique contributions.

P

Contact Details:

Paragon Bank Group Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Client Executive in Southampton

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 Paragon Bank Group. 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 Client Executive in Southampton

Credit Control
Ledger Risk Management
Relationship Management
Invoice Processing
Data Analysis
Microsoft Word
Microsoft Outlook

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 Paragon Bank Group.

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 Paragon Bank Group'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 Paragon Bank Group

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 Paragon Bank Group.

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 Paragon Bank Group 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 Paragon Bank Group 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.