Social network you want to login/join with:
Credit Controller and Finance Administrator, Newton Abbot
Client: Meridian Business Support
Location: Newton Abbot, United Kingdom
Job Category: Other
EU work permit required: Yes
Job Views:
3
Posted:
04.08.2025
Expiry Date:
18.09.2025
Job Description:
My client, a local professional services company, is currently seeking an experienced Credit Controller and Financial Administrator for their Newton Abbot based offices.
Responsibilities include:
* Accessing the Bank Account for receipts and allocating them on the ledger throughout the day
* Allocating all payments received onto the accounts software (Sage)
* Updating standing order payments spreadsheet to ensure no payments are missed or stopped
* Following up on any discrepancies with payments (under and overpayments, etc.)
* Dealing with fee queries
* Sending monthly statements
* Handling telephone calls and emails throughout the day
* Contacting clients by phone, email, and letter
* Monitoring Accounts Admin inbox throughout the day
* Taking card payments
* Entering purchase ledger invoices into the software
* Assisting the Practice Manager with supplier BACS payment summaries
* Managing purchase ledger administration, ensuring all supplier details are up to date and payment terms are correctly set up
* Banking and posting client cheques/cash weekly
* Corresponding with Partners on client account concerns and issues
* Providing effective support to colleagues, managers, and Partners
* Assisting annually with the Professional Fees Insurance (PFI)
* Supporting the Finance Manager and Partner as required with tasks
Skills and experience:
* At least 3 years of experience in a credit control role
* Previous experience in the finance industry is desirable
* Ability to establish and maintain good client relationships internally and externally at all levels
* Ability to reconcile complex accounts with excellent attention to detail
* Proficiency in Microsoft Office (Excel and Word), Sage, or other accounting software
* Prior experience with invoice discounting systems
* Experience with CCH (accounts production software) is desirable
* Calm and confident manner for handling potentially uncomfortable conversations
* Good time management, self-organization, and planning skills
* Strong written and verbal communication skills
* Friendly and approachable demeanor
* Flexible and adaptable to change
Meridian is acting as a recruitment agency for this role.
#J-18808-Ljbffr