Credit Controller

To provide high volume calling for the Group Credit Control function including chasing outstanding debts, liaison with Partners and bespoke reporting.,

• Provide a high-volume client credit control service, primarily using telephone calls to contact and secure payment promises from clients
• Daily Review of all payment promises, prompt following up of any broken arrangements
• Monthly visits to regional Evelyn Partners office locations for one-to-one reviews with local Partners/Head of Office to ensure appropriate credit control activity and co-ordination of action
• Comprehensive credit control of own portfolio to ensure all overdue debtors are appropriately followed up each month
• Raise, record and follow up on all client disputes on own debtor portfolio, escalating overdue resolutions to Head of Business/Line Management as appropriate
• Recommend appropriate Bad Debt Provision requirements to Line Manager
• Provide comprehensive reporting on own portfolio of debtors, regarding payment promises, client query status and "Partner Resolving" situations to Line and Operational management
• Preparing submissions to external lawyers/collection agency for enforcement
  
  Credit Control experience within a Professional Services firm,
• High volume environment of up to 1,000 client portfolios
• Thorough working knowledge of MS Word and Excel
• Strong attention to detail, Professional Qualifications and Education
• Strong academic record, educated to A level or equivalent
• ICM or similar professional Credit Management qualification desirable
Key Competencies
• Target Driven to succeed in a competitive environment
  
  Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.
We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they're at in their financial journey. An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.


• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.