Financial Services Advisor

1 month ago


Usk, Monmouthshire, United Kingdom JAM Recruitment Full time
Job Title: Financial Services Advisor

Finance Advisor

Initial 12 Month Contract

2-3 days per week on site in Glascoed, Monmouthshire

£18.95 Per Hour (Umbrella Rate - Inside IR35)

The Role

  • Cash Allocation
  • Debtor reviews, preparation of key areas of discussion and escalation, speaking confidently and knowledgably to senior stakeholders in debt reviews, produce and distribute debtor meeting minutes.
  • Working closely with internal colleagues to ensure data is shared and reflected in the credit management system / manual debtor reports in a timely manner.
  • Clearing down Customer Accounts
  • Reconciliations
  • Issuing Customer Statements
  • Attend/Support Debtor meetings
  • Query management and resolution

The Candidate

  • Intermediate level Excel skills
  • Good interpersonal and influencing skills
  • Strong organisational skills and a clear communicator
  • Vigilant approach to problem solving
  • Great attention to detail

If this role is of interest, please send a copy of your CV to Tom McGuire by clicking the "apply now" button.



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