collaborate recruitment

SALES & PURCHASE LEDGER ASSISTANT JOB SUMMARY: We are working alongside a friendly Christchurch based organisation, who are looking to appoint a new Finance Assistant, into a Sales and Purchase Ledger role within their finance team. Main responsibilities from the onset, will be to take responsibility for all aspects of Sales Ledger, including sales invoicing, payment allocation, credit control, account queries and general ledger maintenance. You will also be the first point of call customer queries. In addition, you will also be responsible for Purchase Ledger duties, to include checking and posting of supplier invoices, handling account queries from suppliers (via email & telephone) and doing general ledger maintenance. KEY RESPONSIBILITIES OF THE SALES & PURCHASE LEDGER ASSISTANT: Act as first point of contact within the finance team, liaising with customers / suppliers or internal colleagues, in relation to sales / purchase ledger queries. Sales Ledger, Purchase ledger : You will be responsible for maintaining accurate Sales and Purchase Ledgers and associated finance tasks. Credit Control / Aged Debt activities to support the wider team in achieving their cash collection targets / KPI s this will include sending out emails / letters, following up calls etc. Manage the escalation process for overdue payments and associated follow up activity including setting up payment schedules and keeping accurate records and credit control spreadsheets Running monthly reports on all aged debt and hold monthly meetings with management to keep them updated. Setting up new customers on internal billing system- system training will be provided. Invoicing: Uploading monthly invoices onto Sage and ensuring they are accurate, and in line with required codes for payment, send out invoice payment reminders, update records etc. Chasing payment for non-term customers, within agreed timeframes. Monitor customer accounts for overdue payments and follow up with customers to mitigate risk of overdue / late payments Maintain accurate records of customer payment history and account status Deal with any returned Direct Debit Collections Ensure that billing is uploaded and processed in line with cashflow requirements of Follow up Sales & Purchase ledger queries in a timely manner Reconciliations of bank accounts on a daily basis Making BACS Payments as and when required Carry out general finance administration duties, including but not limited to e-mails, scanning, filing etc Work closely with internal teams (sales, customer service) to resolve any billing or payment associated issues Send out weekly / monthly statements to customers REQUIRED QUALIFICATIONS / EXPERIENCE: Level 3 AAT Qualified Previous experience of computerised accounting packages, ideally Sage Systems confidence whilst training will be provided, previous CRM / Billing systems and Excel use on a daily basis, would be ideal. Strong communication skills are essential you will be liaising with people over the phone, in person and via email. You will need to be a confident communicator, comfortable speaking to both internal / external stakeholders at various levels. Confident and very strong written communication skills in writing formal letters/ emails Strong attention to detail and accuracy in financial recordkeeping Ability to analyze financial data and make informed decisions regarding credit limits and payment plans Knowledge of credit control procedures, regulations, and best practices is essential Ability to work under pressure, whilst meeting deadlines Confidence to work with multiple applications/ internal systems and online portals, as well as a range of software systems training will be provided. Our client is looking for a driven, self-motivated individual who is looking for long term personal and professional development The ability to prioritise your own workload, but also work collaboratively with the finance team, and wider organisation. Our client is offering a generous salary, with opportunity to earn additional monthly bonuses. You will be entitled to 25 days holiday, plus bank holidays, free parking and a host of other employee benefits (to be discussed in interview) Please note that this is a full time (37.50 hours per week) in office position. Some flexibility can be agreed, on the schedule of working hours, if required. For more information about this position, or to apply, please contact Joy Bruce at Collaborate Recruitment.

BUSINESS DEVELOPMENT MANAGER JOB SUMMARY: Our client, a highly reputable, leading supplier of waterproofing solutions, are looking to appoint a Regional Business Development / Technical Sales Manager to oversee a portfolio of existing customers, and to focus on further growth in this specific region. (North of London, and surrounds) This is a permanent, field-based position offering a competitive basic salary, company car, and uncapped commission, with a guarantee in the first 12 months. BUSINESS DEVELOPMENT KEY RESPONSIBILITIES: To promote and sell the Company's products throughout the North London region. Develop strong relationships with your portfolio of existing clients, providing technical advice and support and a value added service, in order enhance revenue streams Monitor and feedback market information, and work closely with the marketing team to target / develop new business opportunities within your region Carry out site surveys and produce professional and comprehensive roof survey reports Produce specifications in line with guidelines and best practice Work in accordance with ISO Quality Management system to ensure that all required paperwork is completed accurately and efficiently. Regularly update the CRM with changes / customer information, etc. EXPERIENCE / SKILLS REQUIRED: Full, clean Driving licence essential Proven sales / account management experience within the construction industry is essential, given the technical nature of this role. Furthermore, if you have previous experience with waterproofing / flat roofing or associated products, this would be very beneficial. IT literate (Microsoft and Outlook, Excel, CRM systems experience) Excellent communication skills, with the ability to liaise with people at all levels, both in person and over the phone / email. You will be working with Suppliers, Builders / Architects etc. Previous experience of working in the North London / surrounding areas would be ideal. DBS required, or willingness to obtain as part of your onboarding into the role. Our client offers a generous package that includes 25 days holiday, Christmas shut down, pension scheme, private healthcare, company car, bonus structure, and an abundance of supported training opportunities, to help further develop your career. For more information about this position, or to apply, please contact Joy Bruce at Collaborate Recruitment.

ACCOUNTS ASSISTANT JOB SUMMARY: The successful Accounts Assistant will be report directly to the Financial Controller, and work closely with the wider finance team. Our client is looking for a Finance Assistant / Accounts Assistant who can assume responsibility for all associated Accounts Receivable tasks, along side other accounts administration duties. ACCOUNTS ASSISTANT KEY RESPONSIBILITIES: Accounts Receivable processing from start to finish Generate AR invoices and sending them to Customers Credit Control Maintain monthly /weekly Accounts receivable reporting needs Other miscellaneous finance administration tasks Accounts Payable support as and when required, processing of miscellaneous Accounts Payable invoices and Goods Receipt matching Support other colleagues in the finance team, as and when required. REQUIRED QUALIFICATIONS / EXPERIENCE: The successful Finance Assistant / Accounts Receivable Clerk will need be required to have previous finance / accounts experience, and a genuine interest in working in a finance team. Attention to detail is essential, as you will be required to adhere to very strict processes, in order to ensure compliance with regulations. Accounts Receivable / Credit Control experience would be ideal. Finance systems experience, and the confidence to learn new systems. Previous Epicor experience would be great, but not essential provided you are willing to learn Excel experience essential as you will be required to work on excel daily A willingness to work as part of a team is crucial for the success of this role you will work closely with the wider finance team, and be expected to provide cover, in the absence of colleagues. Our client is offering a generous salary and benefits package, as well as the option to finish early on a Friday. For more information about this position, or to apply, please contact Joy Bruce at Collaborate Recruitment.

JOB SUMMARY: Are you an experienced Compliance professional with a strong background in the financial services industry? Do you have a passion for ensuring regulatory standards are met and delivering positive customer outcomes? We have an exciting, newly created opportunity for a Compliance Manager to join a fast-paced, dynamic team, within a very well-established organisation. The ideal candidate will have a background in Compliance, with particular experience in Mortgages / Financial services / Insurance. In addition, previous management / supervisory experience is essential, as you will be overseeing a small, well established compliance team. RESPONSIBILITIES: • Reporting into the Head of Compliance, the Compliance Manager will provide regular updates on compliance matters including any emerging issues • Lead and manage the Compliance Team, providing guidance and direction to ensure smooth day-to-day operations. • Provide day to day management of the compliance team including 1:1s, appraisals, and team meetings. • Support the ongoing training and development of the Compliance Team to enhance knowledge and performance. • Collaborate with stakeholders across the business to improve client outcomes and support the development of the compliance function.• Analyze management information to identify areas of risk within the business and customer outcomes. • Advise on the remediation of risk events and compliance breaches, ensuring timely and effective resolution. • Lead compliance-related audit work and ensure actions are implemented within agreed timescales. • Prepare insightful reports for senior management and committees, highlighting areas for improvement. • Ensure that Consumer Duty obligations are considered in every compliance-related decision and action. • Contribute to internal and external meetings, sharing updates on compliance matters and emerging risks. • Maintain up-to-date knowledge of compliance regulations, laws, and best practices within the financial services industry. • Identify, log, manage and provide advice relating to the remediation of risk events and/or compliance breaches. KEY SKILLS / EXPERIENCE REQUIRED: • Proven experience in a compliance role within financial services, ideally in intermediary mortgage and insurance firms (similar experience is also considered). • Strong people management experience, with the ability to motivate, guide, and develop a team. • In-depth knowledge of MCOB, ICOBS, DISP, data protection, and money laundering regulations. • Strong decision-making skills with the ability to assess and mitigate risks effectively. • Excellent analytical skills to identify root causes and implement improvements. • Ability to lead by example and create a positive, efficient working environment. • Excellent communication skills, with the ability to present clear and insightful reports to senior management. • High attention to detail and strong IT skills. The Compliance Manager will be based at our clients Bournemouth office, and will have the benefit of hybrid working from the onset. In addition, the successful candidate will benefit from a competitive salary, with annual bonus potential, and a host of other benefits. For more information about this exciting new opportunity, please contact Joy Bruce at Collaborate Recruitment in Bournemouth.