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Mattioli Woods

Wealth management and pension consultancy services

Credit Controller

Accounts Payable/ReceivableConfirmed live in the last 24 hours
Full-timeLeicester, UKNo salary listed

About the Job

Requirements

  • Proven experience managing receivables, ideally within a group environment.
  • Strong knowledge of credit control principles, credit risk assessment, and collections strategies.
  • Experience owning receivables month-end processes, including bad debt provision and cash flow reporting.
  • Proficiency in accounting systems and Microsoft Office; Dynamics 365 experience is desirable.
  • A confident, professional written and verbal communication style.
  • Strong organisation and the ability to prioritise workload and work independently.
  • A collaborative mindset and problem-solving abilities.

Responsibilities

  • Develop and implement collections strategies, including fee deduction and direct debit collections.
  • Monitor and follow up on overdue payments, partnering with consultants and clients to resolve billing issues and negotiate payment plans where necessary.
  • Maintain accurate records of customer interactions and payment activity within Dynamics 365.
  • Produce aged debt analysis reports, manage bad debt provision, and contribute to cash flow forecasts.
  • Own and maintain group receivables schedules for month-end and year-end reporting.
  • Support the Accounts Receivable Team Leader with the adoption of acquisition-inherited debt.
  • Provide first-line review and training support for Finance Assistants and junior finance staff.

Desired Qualifications

  • Experience using Dynamics 365.

About the Company

Mattioli Woods

Wealth management and pension consultancy services

Mattioli Woods provides wealth management and employee benefits services in the UK, serving individuals and businesses with pension consultancy, asset management, and financial planning. Its products work by designing personalized financial strategies and managing investment portfolios, generating revenue through advisory fees, asset management charges, and performance-based incentives. The company differentiates itself through proactive client engagement—hosting webinars and events—and by tailoring solutions to each client’s needs. Its goal is to help private clients and corporate entities navigate complex financial landscapes and grow, protect, and optimize their wealth.

Company size
501-1,000
Company stage
IPO
Headquarters
Leicester, United Kingdom
Founded
1991

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