About Us

Isio launched in March 2020, previously KPMG's UK pensions practice, and is now one of the UK's largest independent pensions advice and wealth management specialists. Isio combines actuarial expertise, third-party administration, investment consulting and DC specialism. Giving clear counsel and delivering better outcomes for pension scheme sponsors, trustees and members.

Isio is committed to equality, diversity and inclusion - what you are, and what you can be. We offer a competitive package and intelligent working solutions to promote this.

Senior Credit Controller

The role will report to the Financial Controller and will take ownership of the credit control process once invoices have been issued; ensuring client queries are answered in a timely manner and consultants within the business are given sufficient support in ensuring invoices are paid. As we are in the process of implementing a new PSA software, initially the role will cover systems training and UAT (User Acceptance Testing).

Responsibilities:

• Managing the Accounts Receivable inbox - answering queries etc.
• Sending statements and payment reminders to clients.
• Highlighting overdue debts to the business and ensuring action is being taken.
• Liaising with consultants within the business to understand and resolve late payment of invoices.
• Contacting clients regarding payment of invoices as and when required by consultants.
• Supporting the reconciliation of bank receipts to invoices, ensuring the Trade Debtors account is up to date and accurate.
• Highlighting discrepancies in payments to consultants.
• Collating data on credit terms, and highlighting where they vary to standard terms.
• Issuing internal reports showing aged debtors by regions, highlighting areas of concern.
• Other ad hoc duties as required.

Skills/Experience Required:

• Strong previous experience as a Senior Credit Controller.
• Team management experience.
• Experience in dealing with large corporate debts.
• Experience in Professional Services industry is desirable.
• Excellent customer service skills - good communication skills face to face, over the phone and over e-mail.
• Advanced use of Excel.
• Experience of credit control systems.
• Accurate with a good attention to detail.
• Able to work in a logical manner, using own initiative.