Junior Credit Controller
Bristol
Hybrid
Competitive Salary, plus benefits
Join our Credit Control team and begin building your career within financial services.
This is an excellent opportunity for someone with strong numerical skills, attention to detail and an interest in finance to gain practical experience within a supportive, regulated environment.
The Opportunity
As a Junior Credit Controller, you will help manage and recover outstanding pension scheme fees while maintaining accurate financial records. Working alongside Senior Credit Controllers and teams across Operations, Treasury and Finance, you will support invoicing, payment allocation, reconciliations and routine debt recovery activity.
You will receive structured training in pension products, fee schedules, debt recovery processes, reporting tools and SIPP Pro. More complex recovery decisions will remain with appropriately authorised senior colleagues, allowing you to develop your knowledge and confidence gradually.
Key Responsibilities
- Maintain accurate debtor ledger records, ensuring invoices, receipts and follow-up activity are properly recorded.
- Review outstanding balances and support debt ageing, categorisation and routine recovery activity.
- Contact clients, intermediaries and internal teams to resolve queries and follow up overdue fees.
- Assist with preparing, checking and raising scheme fee invoices.
- Validate invoice data, investigate discrepancies and support authorised billing amendments.
- Reconcile bank receipts, fee account cashbooks and administration system records.
- Investigate unidentified receipts, unmatched payments and ledger differences.
- Support the production of aged debt reports, debtor reconciliations and management information.
- Maintain clear audit trails and complete allocated tasks within agreed service standards.
- Escalate disputed, complex or higher-risk cases to senior colleagues when appropriate.
What We’re Looking For
Essential
- Strong numerical skills with excellent accuracy and attention to detail.
- Confidence investigating differences within financial data.
- Good Microsoft Excel skills, including sorting, filtering and basic formulas.
- Clear written and verbal communication skills.
- Good organisation and the ability to manage priorities and meet deadlines.
- A responsible, customer-focused approach.
- An understanding of confidentiality and when to seek guidance or escalate an issue
Desirable
- Previous experience in credit control, accounts receivable, finance administration or a regulated operational environment.
- Exposure to invoice processing, debtor reconciliation, payment allocation or management reporting.
- Experience within pension administration or with SIPP Pro or a similar administration platform.
- Intermediate Microsoft Excel skills
Why Join Us?
This is an ideal entry-level opportunity for someone looking to establish a career in credit control, finance operations or pensions administration. You will receive structured training and support while developing practical experience in billing, reconciliation, debt management and financial controls.
You will also play an important role in supporting positive customer outcomes by maintaining accurate records, communicating clearly and following the appropriate controls to help protect customers from foreseeable harm.
About FNZ
FNZ is a global financial technology company transforming how financial institutions serve their wealth management customers. Through our technology, operations and investment services, we help make wealth management more accessible to more people.
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About FNZ
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.
We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
We partner with the world’s leading financial institutions, with over US$2.5 trillion in assets on platform (AoP).
Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.
Skills Required
- Strong numerical skills with excellent accuracy and attention to detail
- Confidence investigating differences within financial data
- Good Microsoft Excel skills, including sorting, filtering and basic formulas
- Clear written and verbal communication skills
- Good organisation and ability to manage priorities and meet deadlines
- Responsible, customer-focused approach
- Understanding of confidentiality and when to seek guidance or escalate an issue
- Previous experience in credit control, accounts receivable, finance administration or a regulated operational environment
- Experience with invoice processing, debtor reconciliation, payment allocation or management reporting
- Experience in pension administration or with SIPP Pro or a similar administration platform
- Intermediate Microsoft Excel skills
FNZ Group Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about FNZ Group and has not been reviewed or approved by FNZ Group.
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Parental & Family Support — FNZ is described as offering 26 weeks of fully paid parental leave for both primary and secondary caregivers, alongside expanded bereavement and emergency care leave. These policies can materially increase the perceived value of the overall rewards package beyond base salary.
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Fair & Transparent Compensation — Base pay is frequently characterized as “good salary” or “nice compensation” in several markets. Paid overtime in delivery roles is also described as a meaningful boost to total earnings.
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Flexible Benefits — A flexible benefits menu is described, including options such as EV leasing, retailer discounts, and cycle-to-work offerings. This supports tailoring benefits to local needs and individual preferences where available.
FNZ Group Insights
What We Do
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA). Together with our customers, we help over 20 million people from all wealth segments to invest in their future
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