Description

 

If you’re looking to join an organisation that will give you the right opportunities and experience to develop your career, join Tilney Smith and Williamson.

Tilney Smith & Williamson

Tilney Smith & Williamson is the UK’s leading integrated wealth management and professional services group and was created by the merger of Tilney and Smith & Williamson on 1 September 2020. The Group currently operates through three principal brands: Tilney, Smith & Williamson and online investment service Bestinvest. It has a network of offices in 24 towns and cities across the UK, as well as the Republic of Ireland and the Channel Islands and supports clients with the management of circa £52 billion of assets. Through its operating companies the Group offers an extensive range of financial services and professional services to individuals, family trusts, professional intermediaries, charities and businesses.

Purpose of Role

To provide high volume calling for the Group Credit Control function including chasing outstanding debts, liaison with Partners and bespoke reporting.

Reports to – Credit Control Manager

Location - Nottingham

Responsibilities:

  • Provide a high volume client credit control service, primarily using telephone calls to contact and secure payment promises from clients
  • Daily Review of all payment promises, prompt following up of any broken arrangements
  • Monthly visits to regional S&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
  • Raise, record and follow up on all client disputes on own debtor portfolio, escalating overdue resolutions to Head of Business/Line Management as appropriate
  • Recommend appropriate Bad Debt Provision requirements to Line Manager
  • Provide 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

Value statement

Tilney Smith & Williamson’s chosen purpose to “place the power of good advice into more hands” succinctly encapsulates the group’s central mission of supporting both individuals and businesses to achieve their goals.

In delivering its purpose, Tilney Smith & Williamson have set out three core values that it is committed to embedding in the culture of the business:

  • Personal — we treat you as an individual: We are a people business at heart and strive to deliver a friendly, inclusive, and personalised service to all of our clients, large and small.
  • Partnership — we go further together: We develop relationships that stand the test of time, spanning multiple generations. We partner across the full breadth of our expertise to create value for our clients, our company and society at large.
  • Performance — we strive for more: We are ambitious for our clients and for ourselves, so we aim to be a forward-thinking and innovative business that leads the way in the industry.

Diversity statement

The Tilney Smith & Williamson Group recognises the benefits of a diverse workforce and is committed to treating all colleagues with dignity and respect regardless of race, gender, disability, age, sexual orientation, religion, or belief. At Tilney Smith & Williamson we are committed to equal opportunities in all aspects of our work.