At a Glance
- Tasks: Manage client accounts, handle debt collections, and provide top-notch customer service.
- Company: Join Skipton Business Finance, a trusted partner for UK SMEs for over 20 years.
- Benefits: Enjoy flexible working, generous leave, bonuses, and health benefits.
- Other info: Collaborative environment with excellent training and career development opportunities.
- Why this job: Make a real impact by supporting businesses in their growth journey.
- Qualifications: Strong communication skills and experience in finance or client-facing roles.
The predicted salary is between 25000 - 25000 £ per year.
This role is for a permanent position working full time 35 hours per week.
Salary: £25,000 Per Annum
Closing Date: Fri, 25 Sept 2026
Join Skipton Business Finance as a Client Service Adviser, to play a key role in delivering exceptional operational support to our invoice finance clients. Managing everything from debtor collections and cash allocation to client service and ledger maintenance, you'll help ensure the smooth running of client facilities while maintaining strong risk controls and building trusted client relationships.
Who Are We?
Skipton Business Finance, part of the Skipton Group, has been helping UK SMEs fulfil their aspirations for over 20 years by providing working capital solutions that support their ambitious growth plans. With a rich history rooted in reliability and innovation, we leverage our expertise to offer a diverse range of financial products, including Invoice Finance and Asset Based Lending. Our commitment to understanding the unique needs of each client enables us as a team to deliver personalised and responsive services, fostering long-term partnerships built on trust and mutual success. At Skipton Business Finance, we strive to be more than just a financial provider. We aim to be a strategic partner, guiding businesses towards sustainable growth and prosperity. Join our team as we navigate the dynamic landscape of business finance together.
What Will You Be Doing?
- Proactively manage debt collections, reducing overdue balances and resolving payment queries, disputes, and shortfalls.
- Accurately allocate cash receipts, maintain reconciled ledgers, and investigate and resolve account discrepancies.
- Provide first line support to clients, responding to queries and delivering a high standard of customer service.
- Process invoices, credit notes, adjustments, and facility transactions while ensuring compliance with internal controls.
- Monitor ledger performance, credit risk indicators, and unusual activity, escalating concerns and potential risks where appropriate.
- Collaborate with Client Managers, Credit, Risk, and Operations teams to protect security, support income generation, and deliver an excellent client experience.
What Do We Need From You?
- Strong written and verbal communication skills, with confidence handling customer and debtor conversations.
- Experience in invoice finance, credit control, financial operations, or a similar client facing environment.
- Excellent attention to detail, organisational skills, and the ability to manage competing priorities effectively.
- Strong problem-solving skills, with the confidence to identify, manage, and escalate risks where appropriate.
- A collaborative, customer focused approach, with a commitment to continuous learning, service excellence, and accountability.
What's In It For You?
Skipton values work/life balance and we are proud to support hybrid and flexible working, where possible. We have a newly refurbished head office which offers a vibrant and collaborative working space. We have a range of other benefits available to you including:
- Quarterly discretionary bonus scheme
- 25 days standard annual leave + bank holidays + rising 1 day per year of service to a maximum of 30 days
- Holiday trading scheme allowing the ability to buy and sell additional annual leave days
- Matching employer pension contribution (up to 10% per annum)
- Colleague mortgage (conditions apply)
- Salary sacrifice scheme for hybrid & electric car
- A commitment to training and development
- Private medical insurance for all our colleagues
- 3 paid volunteering days per annum
- Diverse and inclusive colleague networks including our Carers and Pride Alliance groups
- Health and wellbeing support including cycle-to-work and discounted gym membership
Client Service Adviser employer: Skipton Business Finance
Skipton Business Finance is an exceptional employer, offering a dynamic and supportive work environment that prioritises work/life balance and employee well-being. With a commitment to professional development, employees benefit from extensive training opportunities, a generous leave policy, and a vibrant office culture that fosters collaboration and innovation. Located in the Glasgow region, this remote-based role allows for flexibility while providing the chance to make a meaningful impact on the growth of UK SMEs through tailored financial solutions.
StudySmarter Expert Advice🤫
We think this is how you could land Client Service Adviser
✨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 Skipton Business Finance. 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 Service Adviser
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 Skipton Business Finance.
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 Skipton Business Finance'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 Skipton Business Finance
✨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 Skipton Business Finance.
✨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 Skipton Business Finance 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 Skipton Business Finance 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.
