Financial Adviser jobs in Warminster
- Virginia Hayward LtdShaftesbury SP7 9BT
- Strong knowledge of financial services and debt collection practices.
- Communication with debt collection agency, legal advisers and customer where required.
Customer Service
Hiring multiple candidatesgreenbean RPO4.3Salisbury SP1 2BPEmployerActive 8 days ago- As a Customer Service Executive, you will be part of a critical front-line team, handling eComms and phone calls from advisers and customers regarding pension…
View similar jobs with this employerClient Services Executive
NewHiring multiple candidatesWealthtimeHybrid work in Bath- Previous telephony experience within the financial services industry.
- Demonstrate a strong and supportive customer centric culture, focused on the delivery of…
- Chase de VereBath·
- A recent graduate with a strong academic record (2:1) in any field, possessing excellent communication and interpersonal skills.
- A valid UK or Irish passport.
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View similar jobs with this employerCranleigh PersonnelSherborneEmployerActive 7 days ago- They also offer pay rises for each exam passed and full financial support with these too.
- Our client is a well established Wealth Management Practice, and is…
View similar jobs with this employerParaplanner
NewCapio RecruitmentHybrid work in Box SN13 8AA- Comfortable dealing with clients, advisers and providers.
- Previous experience working within a Paraplanning role for a financial planning firm.
- elipsLife AGBath·
- Recent graduate with a 2:1 degree in any field.
- Strong analytical and problem-solving abilities.
- 25 days annual leave (increases to 30 days with service) plus…
- View all elipsLife AG jobs - Bath jobs - Financial Advisor jobs in Bath
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- The Private OfficeHybrid work in Bath BA1 1BT·
- Process and issue client invoices including adviser charging arrangements and liaise with the Finance team to chase overdue payments.
- Andrews Property Group3.1KeynshamEmployerActive 6 days ago
- Ensure all customers are fully aware of the process they are entering into, including the costs and financial implication.
- Pension and Death in Service Benefit.
- Future Wealth ManagementGillingham SP8Typically responds within 4 daysEmployerActive 6 days ago·
- Client Financial Review Preparation – Updating and maintaining client financial documents.
- Previous office support experience, ideally in *financial…
- L&C MortgagesBath·
- From ’ colleag nominations – recognising those who go aboveand beyond, in depth employee assistance and support programmes, comprehensive benefits hub via…
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View similar jobs with this employerOld MillHybrid work in ChippenhamTypically responds within 1 day·- To be successful in this role you should have experience of working in a practice environment with experience in preparing accounts and tax returns for sole…
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- SafferyBristol·
- Preparation of year-end financial statements and simple corporation tax computations.
- Right now, we’re looking for A Level (or equivalent) students wanting to…
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- Francis Clark LLPHybrid work in Bristol BS1 6DP·
- This is a great way to learn and develop technical, commercial and personal skills.
- You’ll identify key issues and risks facing a business each year and use…
- RSM UKBristol BS1 6DG·
- Join our six-week paid internship programme starting on 16 June 2025, where you’ll be immersed into our Audit team based in our Bristol office.
- View all RSM UK jobs - Bristol jobs - Intern jobs in Bristol
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Job Post Details
Credit Controller
Job details
Pay
- £25,000 - £27,000 a year
Job type
- Full-time
Shift and schedule
- Monday to Friday
Location
BenefitsPulled from the full job description
- Company pension
- Employee discount
- On-site parking
Full job description
Credit Controller
Monday - Friday
Shaftesbury - based onsite
**NO agencies please
Job Overview
We are seeking a detail-oriented and proactive Credit Controller to join our finance team, to maximise the recovery of outstanding debt with customers within a reasonable timeframe and to streamline the process to improve recovery rates. You will also be involved in credit assessments, payment plans, debt recovery, query resolution and customer enquiries. You will work closely with our sales and operations teams to provide exceptional service delivery to our clients.
Role Objectives:
- Contact customers via phone to chase and follow up on outstanding payments and resolve any billing issues
- Overcoming customers objections, tailoring your approach and actively listen to the customer to enable recovery of funds within reasonable timeframes.
- Retaining call control whilst on the phone to customers and building rapport and showing empathy when required.
- Accurately maintain, record and store customer interactions and payment status in the accounting software.
- Escalating payment delays to the correct customer relationship partner.
- Analyse customer credit data to determine credit limits and terms.
- Monitor accounts receivable aging and take appropriate actions to collect overdue payments.
- Collaborate with sales and customer service teams to address customer inquiries and disputes.
- Prepare and send out monthly statements to customers.
- Perform data entry tasks to update customer information and payment details.
- Delegation to debt collection agency
- Communication with debt collection agency, legal advisers and customer where required.
- Processing card payments
- Running weekly reminder letters
- Setting up of new customer accounts and maintaining existing account details
- Working closely with the Senior finance team to assist where necessary.
Qualifications & Experience:
- In depth experience of Credit control processes and technologies - essential
- Experience in collections or a related field is preferred
- Strong knowledge of financial services and debt collection practices
- Excellent telephone / emails communication skills.
- Detail-oriented with the ability to analyse accounts payable information accurately
- Attention to detail and dedication to providing high quality, errorfree work
- Ability to work onsite daily
If you are a motivated individual looking to contribute positively to our finance team, we encourage you to apply for this exciting opportunity as a Credit Controller.
Job Type: Full-time
Pay: £25,000.00-£27,000.00 per year
Benefits:
- Company pension
- Employee discount
- On-site parking
Schedule:
- Monday to Friday
Ability to commute/relocate:
- Shaftesbury SP7 9BT: reliably commute or plan to relocate before starting work (required)
Application question(s):
- What is your current notice period?
Experience:
- Credit Control: 1 year (preferred)
Work Location: In person
Reference ID: CREDCON