Credit Controller (Professional Services Firm) Required

Salary - up to £30,000 per annum 

Hybrid, Bournemouth based

Overview

REED Accountancy are recruiting a Credit Controller for a professional services company. A Firm that are expanding and looking for an additional member of staff within the finance team. 

Key Responsibilities

Billing & Invoicing

• Prepare, issue, and follow up on client invoices in line with the firm’s billing cycles 
• Ensure billing narratives are accurate, appropriate, and compliant with client guidelines.
• Work closely with fee earners and legal assistants to resolve billing queries prior to invoicing.

Credit Control & Debt Management

• Proactively monitor aged debt and take responsibility for reducing outstanding balances.
• Make phone, email, and written contact with clients to chase overdue payments while maintaining professionalism and client care standards expected in the legal sector.
• Negotiate payment arrangements where necessary, ensuring these align with firm policy.
• Escalate problematic debts promptly and support litigation processes where required.

Client Relationship Management

• Build positive relationships with clients, finance teams, and fee earners to ensure smooth resolution of billing and payment issues.
• Provide clear, concise updates on account statuses and outstanding debts.

Financial Reporting & Administration

• Generate regular aged debt reports for partners, senior management, and practice heads.
• Maintain accurate and up-to-date records on the debt ledger system (e.g., Elite, Aderant, SOS, or other legal finance software).
• Support month-end and year-end finance activities, including data reconciliation.

Compliance & Regulation

• Ensure all financial processes comply with SRA Accounts Rules and internal financial controls.
• Handle confidential client financial information in accordance with GDPR and firm policies.

Skills & Experience Required

• Experience in a credit control or accounts receivable role—preferably within a professional services or legal environment.
• Strong communication skills with the confidence to liaise with clients and senior stakeholders.
• Excellent numeracy, accuracy, and attention to detail.
• Ability to prioritise workload and manage competing deadlines

Personal Attributes

• Professional, courteous, and resilient in client interactions.
• Strong problem-solving and negotiation skills.
• Highly organised with a proactive approach to debt recovery.
• Team-oriented, with the ability to work collaboratively with fee earners and finance colleagues.