Credit Control & Sales Administrator

Defaqto Limited; Aylesbury; Hybrid; GBP 25,000 - 35,000; Full time

Job description

We are looking for a confident and professional candidate with strong communication skills and at least 12-months' credit control experience.

This role will be fast-paced where you'll work directly with the Contracts & Licensing team to support with credit control and sales administration processes.

Defaqto’s purpose is to help everyone to make smarter financial decisions, and our mission is to be the #1 provider of smarter financial decisions in the UK. Our customers include:

• Large financial institutions such as banks, insurance companies, pension providers and investment firms
• Financial advisers and planners including IFAs, wealth managers and financial planning firms

What you'll do

• Credit Control responsibility for Defaqto and other entities within the Defaqto family
• Assist with the processing of customer sales orders
• Raise customer invoices
• Respond to customer contract and licensing enquiries
• Process customer contract cancellation requests
• Ensure cash receipts are allocated in a timely and accurate manner
• Assist with the processes relating to the integration of newly acquired businesses

In addition, from time to time you will:

• Help with group and statutory audit queries
• Support the financial reporting team

What you'll need to succeed

Essential:

• A minimum of 1 year’s work experience within a finance function, focusing on credit control and cash management
• Sales administration experience
• Previous experience using accounting software packages, such as SAGE
• Experienced user of Microsoft Office (particularly MS Excel)

Desirable:

• Knowledge of CRM tools such as Microsoft Dynamics
• Experience of contract management

Approach to Work

• Proactive and resourceful - able to use own initiative
• Happy to "own" your work and take accountability
• Able to work at a fast pace
• Confident, articulate and professional telephone manner
• Excellent customer service skills
• Attention to detail
• Keen to learn about new things - we're quite a complicated business with different products, services and customer types so you'll need to be comfortable operating outside your comfort zone while you learn - don't worry, we'll give you all the training you need!
• Have a "can-do" and flexible attitude

Hybrid Working

The Contracts & Licensing team work on a hybrid basis from our Haddenham office. Your role will require you to be in the office at least twice each week, preferably three times. There is free onsite parking and we're close to the Haddenham and Thame Parkway railway station (London to Marylebone line).

How we Work

Our values define how we work so that we can achieve our vision, provide a great employee experience, and positively impact our customers.

Think Big | Be Bold | Own it | Team up | Be a Star

We have a vibrant office environment with a hybrid approach to working supported by our flexible working promise. We have a focus on wellbeing, a programme of social, charity and team-building events and free fresh fruit delivered to the office.

Right to Work

We are currently unable to provide sponsorship under the Skilled Worker Visa so you will need to hold the right to work in the UK permanently without sponsorship.

Fintel plc and all the businesses within it adopt a zero-tolerance approach to discrimination on any of the protected grounds in the Equality Act 2010.

We are committed to providing equal opportunities to all current and prospective employees regardless of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.

We aspire to have a diverse workforce because, in our view, diversity enables better business outcomes. We also believe that a more inclusive workplace, where people of different backgrounds work together, ensures better outcomes for all staff. From application to interview, we place inclusion at the heart of all we do.

For these reasons, we strongly encourage suitably qualified applicants from a wide range of backgrounds.