Evelyn Partners is the UK’s leading integrated wealth management and professional services group. With £56 billion of assets under management (as of November 2021), we rank as the third largest UK wealth manager measured by revenues and the sixth largest professional services firm ranked by fee income (source: Accountancy Age 50+50 rankings, 2021).

We are driven by our purpose to place the power of good advice into more hands for both individuals and businesses. Our purpose is supported by our 3 core values:

Personal — we treat you as an individual
Partnership — we go further together
Performance — we strive for more

What will you be doing?

We are looking for a talented individual to join our team in Nottingham or London to provide high volume calling for the Group Credit Control function including chasing outstanding debts, liaison with Partners and bespoke reporting.

As a Credit Controller, some of your responsibilities will include:

  • Providing a high volume client credit control service, primarily using telephone calls to contact and secure payment promises from clients. Reviewing all payment promises, prompt following up of any broken arrangements
  • Monthly visiting regional TS&W office locations for one to one reviews with local Partners/Head of Office to ensure appropriate credit control activity and co-ordination of action
  • Comprehensive credit control of own portfolio to ensure all overdue debtors are appropriately followed up each month
  • Raising, recording and following up on all client disputes on own debtor portfolio, escalating overdue resolutions to Head of Business/Line Management as appropriate
  • Recommending appropriate Bad Debt Provision requirements to Line Manager
  • Providing comprehensive reporting on own portfolio of debtors, regarding payment promises, client query status and “Partner Resolving” situations to Line and Operational management. Preparing submissions to external lawyers/collection agency for enforcement

To be successful in this role, you should demonstrate:

  • Strong academic record, educated to A level or equivalent
  • ICM or similar professional Credit Management qualification desirable
  • Credit Control experience within a Professional Services firm
  • High volume environment of up to 1,000 client portfolios
  • Thorough working knowledge of MS Word and Excel
  • Target driven to succeed in a competitive environment

As a colleague here at Evelyn Partners you will have access to benefits that include:

  • Competitive salary
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Hybrid working model (role dependant)
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave

We value the differences that a diverse workforce brings, representative of our society and clients.  We are committed to providing a work environment where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

If you need any reasonable adjustments for your application process, please let your recruiter know.