Credit Controller

Position: Credit Controller Type: Permanent Location: Bristol Salary £28 - £30K plus benefits. Ref: HSB Technical is supporting an established financial services business in the recruitment of a Credit Controller. The successful candidate will manage client sales ledgers across a varied portfolio, ensuring debts are collected promptly, records remain accurate and queries are resolved professionally.

Working closely with the Relationship Manager and wider operations team, you will help maintain ledger quality, improve client cash flow and highlight potential risks at an early stage. This role requires strong communication, attention to detail and the confidence to balance excellent customer service with effective debt recovery.

Key responsibilities Set up and maintain accurate client files for credit control purposes. Manage a portfolio of client accounts and develop a good understanding of each client's business. Chase and verify outstanding debts against agreed monthly targets using telephone, email and written correspondence.

Agree repayment plans where appropriate and with the required management approval. Recommend accounts for legal referral where necessary and in line with internal procedures. Maintain accurate and comprehensive records of all customer interactions on internal systems.

Operate an efficient follow-up process, ensuring actions and account notes are clear and up to date. Review trading styles and customer information to confirm accuracy and validity. Issue statements and collection communications promptly, using email as the preferred method where appropriate.

Communicate regularly with clients and provide timely updates when issues arise. Attend credit control meetings and contribute ideas that improve operational efficiency. Complete monthly sales ledger reviews with the Relationship Manager within agreed timescales.

Ensure client and customer queries are communicated clearly and resolved promptly. Skills and competencies Communication - Professional and confident when dealing with clients, customers and colleagues by telephone, email and face to face.

Customer focus - Able to provide a responsive service while maintaining appropriate commercial and risk controls. Risk awareness - Able to identify potential issues and escalate concerns promptly to the relevant manager.

Numerical ability - Comfortable reviewing invoices, purchase orders, delivery information and account data. Organisation - Able to prioritise a busy workload, maintain accurate records and complete tasks within agreed timescal...

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