At a Glance
- Tasks: Manage customer accounts, allocate payments, and resolve queries in a fast-paced environment.
- Company: Join a well-established and growing organisation with a supportive finance team.
- Benefits: Enjoy hybrid working, generous leave, bonuses, and team social events.
- Other info: Stable role with opportunities for process improvements and career growth.
- Why this job: Make a real impact while building strong relationships with customers.
- Qualifications: Experience in payment allocations and excellent communication skills required.
Salary: £26,500 per annum
Location: Hybrid working (2 days office / 3 days home)
Hours: Monday to Friday, 8:30am - 4:30pm
Contract: Permanent
Start Date: July 2026
We are recruiting on behalf of a well-established and growing organisation for an experienced Allocations & Credit Control Administrator to join their finance team. This is an excellent opportunity for someone with previous payment allocations and sales ledger experience who enjoys working in a fast-paced environment and building strong relationships with customers.
The successful candidate will be responsible for managing a ledger of customer accounts, allocating high volumes of payments, resolving account queries, and supporting credit control activities to ensure outstanding balances are collected efficiently.
Key responsibilities include:
- Allocating and reconciling high-volume customer payments
- Investigating and resolving remittance and payment allocation queries
- Reconciling customer accounts and maintaining accurate records
- Chasing outstanding balances via telephone and email
- Issuing debit notes and managing unresolved account queries
- Producing regular updates on outstanding balances and unallocated payments
- Supporting colleagues with allocations, credit control and holiday cover
- Assisting with process improvements and achieving team KPIs
- Handling ad-hoc finance administration duties as required
To be successful in this role, you will have:
- Strong payment allocation experience (essential)
- Credit control experience (advantageous)
- Excellent communication skills, both written and verbal
- Strong attention to detail and a high level of accuracy
- Good organisational and time management skills
- A proactive and customer-focused approach
- Confidence working with finance systems and Microsoft Office, particularly Excel
Benefits:
- Hybrid working - 2 days in the office, 3 days from home
- 23 days annual leave plus bank holidays
- Additional holiday entitlement based on length of service
- Annual performance-related bonus scheme
- Employee recognition programme with voucher rewards
- Christmas gift voucher
- Regular team lunches and social events
- Free parking options available
If you're an experienced allocations professional looking for a stable, supportive business where your contribution is valued, we’d love to hear from you.
Allocations & Credit Control Administrator in Leicester employer: SF Partners
Join a well-established and growing organisation that values your contributions and offers a supportive work environment. With hybrid working options, generous annual leave, and opportunities for professional growth, this company fosters a culture of teamwork and recognition, making it an excellent employer for those seeking a rewarding career in finance.
StudySmarter Expert Advice🤫
We think this is how you could land Allocations & Credit Control Administrator in Leicester
✨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 SF Partners. 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 Allocations & Credit Control Administrator in Leicester
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 SF Partners.
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 SF Partners'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 SF Partners
✨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 SF Partners.
✨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 SF Partners 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 SF Partners 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.
