Financial Advisor

2 weeks ago

Lymm, Warrington, United Kingdom Kids Planet Day Nurseries Limited Full time

About the Role:

We are seeking a highly skilled Financial Advisor - Debt Management to join our team at Kids Planet Day Nurseries Limited. As a key member of our finance department, you will be responsible for overseeing the group's portfolio of nurseries' debt and sales ledger.

Key Responsibilities:

  • Ensure customers pay on schedule and follow up on past-due bills via phone, email, or letter.
  • Discuss repayment schedules and follow our debt policies.
  • Initiate legal proceedings if necessary.
  • Invoice around 500-700 customers per month using nursery software.
  • Support and process LA documentation surrounding EY Funding, claiming via the online portal, and payments received.
  • Reconcile outside agency payments and process Direct Debit collections.
  • Issue monthly statements and resolve parent finance queries.
  • Maintain open lines of contact with nurseries to ensure productive relationships.
  • Perform month-end duties and other tasks as required.

Requirements:

  • At least 3 years of dedicated Credit Control experience or transferable experience from a different field.
  • Good level of competence in Excel, Word, and Outlook.
  • Proven experience in a B2C environment is desirable.
  • Confident communication skills and excellent telephone manner.
  • The ability to listen to customers and negotiate successful resolutions.
  • Self-motivated, calm, and professional, with the ability to work efficiently in a busy office environment.
  • Ability to reconcile complex accounts and have excellent attention to detail.
  • Excellent numerical ability and problem-solving skills.

About Us:

Kids Planet Day Nurseries Limited is committed to equal opportunities for all. We celebrate diversity and are dedicated to creating an inclusive environment for all our staff and children. We are unable to offer visa sponsorship for this role.

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