Hours:
Skipton Group values work/life balance and we are proud to support hybrid and flexible working, where possible. To ensure the best onboarding and training experience the successful candidate will be required to work at our Head Office in Skipton for the first 6 months. Following successful probation, the role of Client Service Advisor offers hybrid working with a set rota of 5 days in our Head Office and 5 days working from home. We have a newly refurbished head office which offers a vibrant and collaborative working space.
There are 2 positions available – 1 is a permanent and 1 is a Fixed Term Contract for 12months. Both roles are to work full time based on 35 hours per week.
The roles offer a basic salary of up to £26,000 depending on experience.
Salary:
£26,000 Per Annum
Closing Date:
Tue, 28 Jan 2025
Do you have an enthusiastic approach and a positive "Can Do" attitude?
Are you a determined, resilient, and confident communicator?
If you can answer "yes" to the above and you enjoy managing your own workload, whilst being a part of a dedicated and dynamic team, then this fantastic opportunity could be for you!
Skipton Business Finance are looking for someone who is passionate about delivering an outstanding service, is great at building relationships and has a passion to learn as the company grows and expands. Direct experience and formal qualifications are not necessary as full training is provided, with the opportunity to further your career within the Invoice Finance industry.
Who We Are
Skipton Business Finance, part of the Skipton Group, have 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 innovate, we leverage our expertise to offer a diverse range of financial products, including invoice finance. 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 ally, 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
Primary Duties
* To be responsible for the sales ledger maintenance, month end reconciliation and credit control for a portfolio of Factored, White Label and Invoice Discounting clients.
* To be responsible for the accurate processing and allocation of all notification schedules, cash / BACS receipts and collating any necessary paperwork for a portfolio of clients.
* To report potential risk situations to the relevant parties.
* To build and maintain Client and Debtor relationships, promoting the name of SBF by providing a first-class customer service.
* To generate possible prospective clients by recognising the opportunity of offering our services.
Handling a portfolio of clients, you will
* Provide outstanding customer service.
* Accurately undertake all the daily processing for clients.
* Accurately allocate and reconcile cash and credit notes.
* Ensure that new debtors are set up within 24 hours of receipt of suitable information.
* Chase all invoices from the Advance Notice of Disapprovals report.
* Chase each client’s top overdue accounts on a regular basis throughout the month.
* Achieve monthly collection targets.
* Review each client’s disputes with the client at least once a month.
* Undertake month end reconciliations.
* Ensure adherence to the practices and procedures.
* Undertake sounding/verification exercises on a daily basis to ensure we are protecting the security of SBF.
* To take the appropriate legal action against Debtors when necessary.
* Deal with returned/bounced cheques in a timely manner.
What Do We Need From You?
You will have previous experience of interacting with customers. We’re happy to ‘think outside the box’ of wanting people who have previously worked in Invoice Finance or Credit Control.
Your experience working with customers will ideally have been over the phone and on email, however we’re happy to consider experience where it has been in person.
Your experience may be in financial services, energy, retail, food & beverage, guests services or even the health/care sector. Whatever your background, if you can demonstrate a passion for delivering exceptional service and going above and beyond, we’re happy to consider you.
Key skills we’re looking for.
* Ability to work accurately and efficiently under pressure and to strict deadlines.
* Computer literate with fast, accurate keyboard skills.
* Excellent communication skills, both written and verbal due to level of customer/client interaction.
* Excellent numeracy skills.
* The ambition to complete relevant industry qualifications (UK Finance Foundation course).
What’s In It For You
Skipton Group values work/life balance and we are proud to support hybrid and flexible working, where possible. To ensure the best onboarding and training experience the successful candidate will be required to work at our Head Office in Skipton for the first 6 months. Following successful probation, the role of Client Service Advisor offers hybrid working with a set rota of 5 days in our Head Office and 5 days working from home. We have a newly refurbished head office which offers a vibrant and collaborative working space.
There are 2 positions available – 1 is a permanent and 1 is a Fixed Term Contract for 12months. Both roles are to work full time based on 35 hours per week.
The roles offer a basic salary of up to £26,000 depending on experience.
We have a range of other benefits available to you including
* 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.
* Generous employer matched pension contributions - up to 10% per annum.
* A commitment to training and development.
* Private medical insurance for all our colleagues.
* Colleague mortgage and savings accounts (conditions apply), as well as a host of colleague discount schemes.
* We care about your health and wellbeing. You will have access to a benefits portal which includes an Employee Assistance Programme and online employee discount platform (retailers, entertainment, eating out and travel).
* Thereare always initiatives to get involved with charities with three paid volunteering days for you to use each year.
Proud member of the Disability Confident employer scheme
Disability Confident
About Disability Confident
A Disability Confident employer will generally offer an interview to any applicant that declares they have a disability and meets the minimum criteria for the job as defined by the employer. It is important to note that in certain recruitment situations such as high-volume, seasonal and high-peak times, the employer may wish to limit the overall numbers of interviews offered to both disabled people and non-disabled people. For more details please go to Disability Confident .