Credit Controller, Accounting, Excel, Hybrid working

Our client, a well known private sector business and a leader within their field are looking to hire a Credit Controller. They’re keen to invest in, progress and develop your career.

Hybrid working– 2/3 days split.

You will take responsibility for collecting debts from company debtors, evaluating credit requests, ensuring payments of debts, invoice processing and maintaining the sales ledger.

Responsibilities:

• Chase debts via phone calls, letters and communicate with solicitors where required- along with internal business partners.
• Run statements monthly and letters weekly.
• Liaise with customers and develop good working relationship.
• Monitor customer credit limits, and unallocated payments.
• Monitor customer balances and ensure balances are collected in a timely manner.
• Review invoices in query, ensure issues are recorded and forwarded to the correct department for resolution.
• Cashflow spread Sheets (excel).

Experience required:

• Setting and reviewing customer credit limits.
• Previous experience in credit control.
• Accounts receivable experience is essential
• Able to work within a team and independently.

Benefits:

• Competitive Holiday Entitlement + Bank Holidays
• Competitive Pension Entitlement
• Company life assurance – 4x Annual Salary
• Income Protection Cover
• Global employee benefits & rewards platform
• Free Car Parking
• Discounted tickets for local sports events
• EV Salary Sacrifice Scheme

Derivatives Analyst

Industry: Insurance
Hybrid – Greater London
£50,000 to £55,000

Role overview:

The Derivatives Analyst is responsible for managing derivative operations, ensuring compliance with policy standards and regulatory requirements, while coordinating with stakeholders and third parties to mitigate risks, optimise processes, and support the broader investment team. The role demands strong expertise in derivatives, risk management, and regulatory knowledge, coupled with excellent communication and project management skills.

THE ROLE:

• Develop and maintain processes, procedures, and policies for derivative operations, ensuring alignment with market, regulatory, and risk standards.
• Collaborate with stakeholders, third-party providers (Investment Managers, Brokers, Custodians), and monitor collateral positions to ensure liquidity for daily margin calls.
• Manage daily operations, service delivery, and control weaknesses; recommend process improvements and mitigate operational risks.
• Support the wider investment team and CIO as needed, while complying with FCA and PRA conduct and Consumer Duty rules.
• Strong background in derivatives/investments, preferably within Life Insurance, Asset Management, or Consultancy, with knowledge of OTC derivatives risks and controls.
• Proven experience in managing third-party relationships, effective communication at all levels (including Board level), and strong problem-solving, project management, and adaptability skills.
• Familiarity with the UK regulatory environment for life offices, life assurance, and pensions business.

Email your CV or use the apply feature on this page. Email: [email protected]

KEY SKILLS: Derivative and Investment, OTC Derivatives, Risk/Controls, Operational Efficiency, Stakeholder Management, FCA/PRA Handbook, Regulatory Compliance

Liquid Markets Discretion (LMD): Asset Data and Credit risk analyst – Credit risk, Data analysis, data mapping, credit asset data, Clearwater analytics, credit markets, liquid credit

We have an exciting opportunity for an experienced and established Asset Data and Credit Risk Analyst to join a major Insurance company in London

For this role you must have:

• Credit risk framework understanding
• Data analysis and data mapping for credit assets
• Overall credit risk knowledge
• Clearwater analytics knowledge
• Credit asset data experience and knowledge

CASS Manager

Glasgow (Hybrid)

Permanent

£55k – £60k

Our investment wealth client has a brand-new role for a CASS Manager. This is an exceptionally exciting opportunity for someone that wants to join a progressive start-up at an exciting point in their growth journey. This is an ideal role for someone that has been in the wealth platform industry, has a passion for CASS and wants to be in an environment where they can use their skills to mould the function into what they want it to be.

Key skills:

• Extensive CASS experience
• Investment platforms experience
• Highly adaptable, pragmatic and able to adapt to changing business needs
• Excellent stakeholder engagement and able to articulate complex details succinctly.

Opportunities like this are few and far between so if you’re interested in hearing more, apply now!

Job Title: Finance Manager/Management Accountant
Salary: £50,000

Location: Remote, with office attendance required once a month

Are you an experienced Finance Manager/Management Accountant looking for a new challenge? Join our client’s team and take charge of their financial operations, driving efficiency and growth. As Finance Manager/Management Accountant, you will play a pivotal role in managing their financial systems and processes, ensuring smooth day-to-day operations.

Benefits

• Pension Scheme
• 25 days leave + Bank Holidays
• Additional day off for Birthday
• Healthcare Scheme
• Employee Assistance Programme
• 24/7/365 Employee Support
• Mental Health Support and Wellbeing
• Employee Rewards and Recognition
• Cycle to Work Scheme
• Employee Discounts at over 900 retailers
• Company Events

Key Responsibilities

As Finance Manager/Management Accountant, you will:

• Work closely with all departments and be responsible for the day-to-day running of the financial systems and processes.
• Build strong relationships with internal staff, suppliers, subcontractors, and clients.
• Oversee the full financial cycle, providing key financial information to assist with tendering, setting up accounts, monitoring PO numbers, invoicing, and payment.
• Report directly to the CFO, receiving strategic guidance and support from external accountants.
• Manage daily finance functions and identify the need for additional resources as the company grows, training and managing a finance team.

Management Reporting

• Liaise with internal departments to create invoice expectations for clients and subcontractors.
• Ensure all invoices/payments are fully reconciled on Xero daily for real-time reporting to the CFO.
• Analyse current expenditure and provide key information for budget setting.
• Produce cost reports for R&D claims.
• Monitor client accounts to ensure invoicing is within issued PO numbers.
• Assist the CFO with financial presentations at monthly board meetings.
• Provide ad-hoc financial reports for tendering.

Payroll

• Run monthly payroll for 30 permanent, salaried staff, including HMRC, PAYE submissions and reporting.
• Issue payslips and handle payroll queries.
• Calculate and issue P11Ds, P60s, and P45s with relevant HMRC submissions.
• Administer sick pay and approve expense claims in line with the company expenses policy.

Sales Ledger

• Ensure accurate client setup and maintain up-to-date information.
• Request PO numbers for new orders, track them internally, and resolve issues.
• Prepare and send monthly invoices.

Credit Control

• Reconcile client payments on Xero and send payment reminders.
• Resolve invoicing queries and escalate unresolved issues.

Purchase Ledger

• Ensure accurate supplier setup and complete necessary documentation.
• Check supplier invoices for VAT compliance and resolve discrepancies.
• Post invoices to Xero and ensure correct account application.

VAT

• Prepare quarterly VAT returns for external accountant approval.

Accounts

• Work with external accountants to provide necessary information for statutory accounts preparation.

Key Experience

• Able to express yourself clearly and be easily understood orally and in writing, able to build effective, collaborative working relationships with colleagues
• Open to different and new ways of doing things, developing and supporting the introduction of new and improved methods, processes, technologies and ways of working
• Able to prioritise workload and tasks effectively
• Willing and able to respond to changing circumstances and expectations readily
• Driven to complete projects to a high standard whilst meeting required deadlines
• Thorough in accomplishing a task through concern for all the areas involved, no matter how small.

Join our client as Finance Manager/Management Accountant and make a significant impact on the company’s financial success!

Onboarding & KYC Analyst
Contract
£200 – £225 per day (Inside IR35)

Role overview:

We are seeking a Client Onboarding/KYC Specialist to join a large retail and commercial bank. The successful candidate will have experience in client onboarding, front office operations, KYC (Know Your Customer), and sales from an appropriate background. This role is integral to ensuring a seamless onboarding process for our clients, both for KYC refresh and new onboardings.

The Role:

• Lead the client onboarding process, ensuring all requirements are met efficiently and effectively.
• Collaborate with front office teams to gather and verify KYC information.
• Manage KYC refresh activities to maintain up-to-date client information.
• Facilitate new client onboardings, ensuring compliance with regulatory standards.
• Implement and monitor anti-money laundering (AML) policies and procedures during the onboarding process.
• Conduct thorough due diligence and risk assessments to identify and mitigate potential money laundering risks.
• Work closely with sales teams to understand and meet client requirements.
• Maintain accurate records and documentation throughout the onboarding process.
• Provide exceptional service and support to clients, addressing any issues or concerns promptly.

Requirements:

• 3-5 year experience working in client onboarding
• Proven experience in client onboarding, front office operations, and KYC.
• Strong understanding of KYC regulations and compliance requirements.

Email your CV or use the apply feature on this page. Email: abid.ahad@sandersonplc.com

KEY SKILLS: Client Onboarding, KYC, Regulatory Compliance, KYC Refresh, AML, Escalation, CDD, Sanctions

Credit Controller, Accounting, Excel, Hybrid working

Our client, a well known private sector business and a leader within their field are looking to hire a Credit Controller. They’re keen to invest in, progress and develop your career.

Hybrid working– 2/3 days split.

You will take responsibility for collecting debts from company debtors, evaluating credit requests, ensuring payments of debts, invoice processing and maintaining the sales ledger.

Responsibilities:

• Chase debts via phone calls, letters and communicate with solicitors where required- along with internal business partners.
• Run statements monthly and letters weekly.
• Liaise with customers and develop good working relationship.
• Monitor customer credit limits, and unallocated payments.
• Monitor customer balances and ensure balances are collected in a timely manner.
• Review invoices in query, ensure issues are recorded and forwarded to the correct department for resolution.
• Cashflow spread Sheets (excel).

Experience required:

• Setting and reviewing customer credit limits.
• Previous experience in credit control.
• Accounts receivable experience is essential
• Able to work within a team and independently.

Benefits:

• Competitive Holiday Entitlement + Bank Holidays
• Competitive Pension Entitlement
• Company life assurance – 4x Annual Salary
• Income Protection Cover
• Global employee benefits & rewards platform
• Free Car Parking
• Discounted tickets for local sports events
• EV Salary Sacrifice Scheme

Position: Complaints Handler
Industry: Finance, Pensions
Location: Fully Remote

Job Description:

We are seeking a skilled Complaints Handler to join our financial services team. The ideal candidate will resolve customer complaints efficiently, fairly, and professionally.

Key Responsibilities:

• Handle complaints received via phone, email, and letters.
• Communicate promptly, politely, and professionally with customers.
• Clarify and agree on complaints with customers over the phone to ensure full understanding.

Engagement: Contract role via umbrella company only.

Required Skills & Experience:

• Proven experience in handling complaints within a financial services organisation.
• Expertise in dealing with difficult situations in a professional manner.
• Strong letter-writing skills.
• Experience in remediation and calculations.
• In-depth knowledge of pensions and/or investment products.
• Ability to meet individual output and quality metrics.

Mortgage Underwriter

£30,000-£40,000

Hybrid/Remote working

The Opportunity:

Due to continuous growth, an exciting opportunity has come available for a Mortgage Underwriter to join a new division of a well-known Financial Services company.

As a Mortgage Underwriter, you will focus on viewing and assessing mortgage applications to determine whether they meet the criteria of the companies lending policies and regulatory requirements.

If you are looking for an exciting opportunity to work for a growing company that offers a great work culture and progression opportunities, please apply today!

Key Responsibilities:

• Evaluate mortgage applications and assess the financial stability, creditworthiness, and risk profile of applicants
• Stay updated on industry trends, market conditions, and regulatory changes that may impact mortgage underwriting processes
• Interpret complex financial information and make sound underwriting decisions while adhering to company guidelines and regulatory requirements
• Apply mortgage mandate to mortgage applications and mortgage referrals against the lending policy
• Manually underwrite cases in line with purpose led lending
• To process a range of supporting documentation within agreed policy, achieving required effectiveness and accuracy objectives and with agreed service levels

Skills and experience:

• The role requires an individual to hold a minimum of 2 years practical underwriting experience and possess a current lending mandate
• Extensive knowledge of the Lending policy including the ability make decisions based on an assessment of risk and policy
• Able to communicate effectively and professionally, both verbally and in writing with a variety of different audiences
• Effective time management, ability to prioritise workloads, the ability to work under pressure and to strict deadlines
• Full CeMAP qualifications would be desirable
• Ability to work effectively as a member of the team
• General understanding of current mortgage products

Benefits:

• 33 days holiday (Including bank holidays)
• Company Pension
• Annual Salary review
• Anniversary rewards when hitting milestones
• Company Share Schemes

Position: Senior Compliance Analyst

Industry: Lloyds Insurance
Location: London (Hybrid)
£60,000 – £70,000 per day