Finance Client Executive

Posted 9 May by Morgan Parkes Recruitment Limited
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Job Title: Finance Client Executive

Salary: £23,000 to £27,000

Location: Southampton

Hours: Full time, Monday to Friday (2 days in the office)

Hybrid working is available for all employees and can be tailored to suit the individual.

Description:

Would you like to be part of a values driven, award-winning business committed to employees wellbeing and passionate about creating a flexible and inclusive environment?

A well-established financial services Business with Platinum Investors in People accreditation are looking for a Finance Client Executive to join their invoice finance team.

This role is responsible for Supporting Relationship Managers in the delivery of invoice finance facilities, undertaking credit control and ledger verification, identifying threats to business security, together with processing of payments and cash.

This company is renowned for employee retention and the benefits package that all employees receive is extensive. It includes: generous holiday allowance, with a day off for your birthday, paid community volunteering, company-wide, profit-sharing bonus, pension plan - with employer contributions of up to 10% of your annual salary, life assurance and personal accident cover.

Key Duties:

  • Assist in development of strong relationships with clients and debtors
  • Undertake telephone and email credit control
  • Maintain accurate notes
  • Completion of invoice discounting reconciliation reports
  • Identify threats to 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

Key Skills/Experience Required:

  • Experienced credit controller
  • Experience within a similar role
  • IT literate and competency in Microsoft Word, Outlook and Excel
  • Excellent telephone manner with firm and gentle gentle manner as appropriate
  • 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

In return for your hard work, you will earn a salary of between £23,000 and £27,000 plus excellent benefits.

For more information, or to apply for this vacancy, please email your CV in or give us a call.

Morgan Parkes Recruitment Ltd operate in the UK and can only process applications from candidates who are currently eligible to live and work in the UK. We operate a strict equal opportunities policy.

Personal data you supply will be used for contacting you via telephone or email about our service. Your data will be kept securely and retained in line with GDPR regulations. You have the right to withdraw your consent to the use of your personal data for the specified purpose at any time.

Required skills

  • Credit Control
  • Debt Management
  • Financial Services
  • Invoicing

Reference: 52621571

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