Platform Resourcing Limited
March 29, 2021
United Kingdom
Job Type
Min Salary
Max Salary
+ Benefits + Holidays + Pension
Town City Location


Platform Resourcing are working with a global distributor based in the Caldicot area to find an Accounts Assistant reporting directly to their Finance Manager. There are no other Accounts staff, so the person would either need to be well versed in both Accounts Payable and Accounts Receivable or be willing and able to learn both sides. This company will also offer further training, qualifications and career progression.


  • Salary of up to £23,000
  • Hours – Mon to Thurs 8.30am – 5.30pm and early finish Friday at 3pm (Can be flexible with start times for the right person)
  • Half an hour lunch break as well as 15 minute break at 3pm
  • Annual leave 28 days including bank holidays, rising to 33 days after 5 years of service
  • Extended Christmas shutdown

Duties and responsibilities:

  • Monitor debtors, chasing overdue balances and reporting
  • Verify credit status of potential customers prior to ordering
  • Obtain external credit insurance as needed
  • Create new customer accounts on SAP
  • Maintain / update all customer records on SAP, including delivery addresses, contact details, amendments to payment terms, etc
  • Prepare weekly invoice discounting information and report
  • Maintain all discretionary credit limits
  • Maintain accurate credit limits on SAP to reduce credit risk
  • Keep customer email addresses up to date for e-invoicing and statements
  • Handle enquiries / complaints as necessary to support customer retention
  • Monitor BACS receipts, post and allocate
  • Monitor proforma receipts and advise CSR when to proceed with order
  • Check all incoming orders that go to ‘credit block’. Verify, release and / or take action as needed to resolve any issue
  • Post daily receipts to SAP, update and send New Postings, update debtors

Essential Skills and experience:

  • Experience within an accounts/ finance position
  • Confident to chase customers who have fallen into arrears
  • Experience of updating customer financial records
  • Experience of credit checking new customers, setting limits to reflect their reports
  • Ability to prepare weekly invoice information
  • Taking payments and monitoring BACs receipts
  • Reporting on financial status to other
  • Excellent knowledge of Excel
  • Strong communication skills both written and verbal
  • Self-motivated individual with the desire to progress and learn

If this role sounds ideal for you, please send your CV immediately online, if you require any further information, please contact our branch on 01633 415305

Privacy and General Data Protection Policy

By applying for this position, you are giving consent for Platform Resourcing Limited to contact you regarding this vacancy and to discuss potential opportunities that would be seen to be in both parties’ interest for the explicit reason of assisting you to find work. Your details will not be passed on to any prospective employer/s without your prior consent. Platform Resourcing will not share any of your details with any third parties unless deemed suitable by you as the applicant/data subject.

The above is a general overview and should not be used as a comprehensive list of Platform Resourcing Limited’s commitments. You can find more information on how we handle your data please see our Data Protection and General Data Protection Policy within our policies page on our company website. If you have any questions, call before applying.

Platform Resourcing are advertising this vacancy and are acting as an employment agency


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