Search jobs now Find the right job type for you Explore how we help job seekers Contract talent Permanent talent Interim management Learn how we work with you Executive search Finance and accounting Technology and IT Risk and compliance Digital, marketing and creative Administrative and office support Legal Human resources Technology Risk, audit and compliance Finance Digital, marketing and customer experience Legal Operations Human resources Salary Guide Towards the C-Suite 2035 Scaling Britain Shaping the future of finance Press room Salary and hiring trends Future of work Flexible working Work-life balance Diversity, equity and inclusion Browse jobs Find your next hire Our locations

8 results for Client Services Clerk in Windlesham, Surrey

Customer Service Representative
  • Wimbledon, London
  • remote
  • Permanent
  • 30000 - 34000 GBP / Yearly
  • <p>Robert Half is partnering up with a Sustainable Waste Services Company to find a friendly, professional first point of contact for their customers.</p><p><strong>What you'll do:</strong></p><ul><li>Provide knowledgeable, friendly, and efficient service</li><li>Resolve customer requests quickly and creatively</li><li>Ensure every interaction delights our customers</li></ul><p><strong>What we're looking for:</strong></p><ul><li>Strong communication and interpersonal skills</li><li>Minimum 1 year of customer service experience (construction or waste management preferred)</li><li>Problem-solving mindset with a "can do" attitude</li><li>Familiarity with customer service software (experience with industry systems like Weighsoft is a plus)</li></ul><p>Join a positive, collaborative team that values empathy, integrity, and delivering on our brand promise every time.</p><p>Ready to make a difference? Apply now and help us set the standard in customer delight!</p><p>Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data: roberthalf.com/gb/en/privacy-notice.</p><img src="https://counter.adcourier.com/R2FicmllbGEuR29tZXMuNTI5NDMuMTA5MjNAcmhpLmFwbGl0cmFrLmNvbQ.gif">
  • 2025-08-26T16:40:37Z
Credit Control Clerk
  • Slough, Berkshire
  • remote
  • Permanent
  • 28000 - 35000 GBP / Yearly
  • <h3 data-start="240" data-end="264"><strong data-start="244" data-end="262">About the Role</strong></h3><p data-end="478" data-start="265">This is an exciting opportunity to join a values-led organisation and play a key role within the Credit Control team. You'll contribute to achieving team objectives and help improve processes and administration.</p><p data-start="480" data-end="693">Reporting to the Credit Control Manager, you'll take ownership of part of the Sales Ledger - monitoring, chasing, and controlling debt while maintaining excellent relationships with customers and colleagues.</p><p data-start="695" data-end="722"><strong data-start="695" data-end="720">Key Responsibilities:</strong></p><ul data-end="1283" data-start="723"><li data-end="866" data-start="723"><p data-start="725" data-end="866">End-to-end credit control: chasing overdue payments by phone, email, and letter in line with agreed processes in a high-volume environment.</p></li><li data-start="867" data-end="971"><p data-start="869" data-end="971">Collaborate with invoicing and regional teams to resolve queries or disputes that may delay payment.</p></li><li data-end="1068" data-start="972"><p data-end="1068" data-start="974">Record all chase activity and maintain accurate debtor information in the accounting system.</p></li><li data-start="1069" data-end="1136"><p data-end="1136" data-start="1071">Issue final demand letters to delinquent clients when required.</p></li><li data-end="1218" data-start="1137"><p data-end="1218" data-start="1139">Produce monthly reports for management on debtor levels and overdue accounts.</p></li><li data-end="1283" data-start="1219"><p data-start="1221" data-end="1283">Prepare documentation for escalation to legal when required.</p></li></ul><h3 data-start="1290" data-end="1309"><strong data-start="1294" data-end="1307">About You</strong></h3><p data-start="1310" data-end="1551">You are an experienced Credit Controller with strong communication skills and the ability to build positive relationships. You take pride in accuracy, organisation, and professionalism, and thrive in a fast-paced, team-focused environment.</p><p data-end="1579" data-start="1553"><strong data-end="1577" data-start="1553">Skills &amp; Experience:</strong></p><ul data-end="2145" data-start="1580"><li data-start="1580" data-end="1631"><p data-start="1582" data-end="1631">2-3 years' experience in a Credit Control role.</p></li><li data-end="1698" data-start="1632"><p data-end="1698" data-start="1634">A collaborative team player who contributes to shared success.</p></li><li data-end="1753" data-start="1699"><p data-end="1753" data-start="1701">Excellent written and verbal communication skills.</p></li><li data-start="1754" data-end="1835"><p data-start="1756" data-end="1835">Demonstrates initiative, energy, and a proactive approach to problem-solving.</p></li><li data-end="1911" data-start="1836"><p data-start="1838" data-end="1911">Strong organisational skills and ability to manage multiple priorities.</p></li><li data-start="1912" data-end="1976"><p data-start="1914" data-end="1976">Works well under pressure and meets deadlines with accuracy.</p></li><li data-end="2039" data-start="1977"><p data-end="2039" data-start="1979">High attention to detail and strong reconciliation skills.</p></li><li data-start="2040" data-end="2145"><p data-end="2145" data-start="2042">Proficient in Microsoft Excel, Office applications, and accounting systems such as Sage (or similar).</p></li></ul><h3 data-start="2152" data-end="2179"><strong data-end="2177" data-start="2156">Core Competencies</strong></h3><ul data-end="2383" data-start="2180"><li data-start="2180" data-end="2224"><p data-start="2182" data-end="2224">Acts with integrity and professionalism.</p></li><li data-start="2225" data-end="2266"><p data-start="2227" data-end="2266">Takes ownership and delivers results.</p></li><li data-end="2320" data-start="2267"><p data-end="2320" data-start="2269">Supports team members and promotes collaboration.</p></li><li data-start="2321" data-end="2383"><p data-start="2323" data-end="2383">Seeks continuous improvement in processes and performance.</p></li></ul><h3 data-start="2390" data-end="2415"><strong data-start="2394" data-end="2413">What's on Offer</strong></h3><ul data-start="2416" data-end="2714"><li data-start="2416" data-end="2454"><p data-end="2454" data-start="2418">Full training and ongoing support.</p></li><li data-end="2512" data-start="2455"><p data-start="2457" data-end="2512">Opportunities for career development and progression.</p></li><li data-start="2513" data-end="2568"><p data-end="2568" data-start="2515">A supportive, inclusive, and values-driven culture.</p></li><li data-end="2621" data-start="2569"><p data-start="2571" data-end="2621">Employee recognition and engagement initiatives.</p></li><li data-end="2714" data-start="2622"><p data-end="2714" data-start="2624">Benefits such as a cycle-to-work scheme, pension plan, and wellbeing/discount platforms.</p></li></ul><h3 data-end="2742" data-start="2721"><strong data-end="2740" data-start="2725">Our Culture</strong></h3><p data-end="2930" data-start="2743">We are a people-focused business that believes in teamwork, honesty, and accountability. We aim to create a positive environment where employees feel supported and empowered to succeed.</p><p data-start="2932" data-end="3085">If you're a motivated Credit Controller looking to take ownership of your ledger in a supportive, forward-thinking company, we'd love to hear from you.</p><p>Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data: roberthalf.com/gb/en/privacy-notice.</p><img src="https://counter.adcourier.com/Q2hhcmxlcy5QZW5tYW4uNTc0OTYuMTA5MjNAcmhpLmFwbGl0cmFrLmNvbQ.gif">
  • 2025-10-07T12:15:45Z
Receptionist
  • London, London
  • remote
  • Contract
  • 15 - 17 GBP / Hourly
  • <p style="margin: 0in; font-family: Verdana; font-size: 7.5pt; color: black;">Role:</p><p style="margin: 0in; font-family: Verdana; font-size: 7.5pt; color: black;">Our client is looking to recruit an immediate, Receptionist for a 3 month Temporary role. In this role you will be responsible for the following duties: </p><p style="margin: 0in; font-family: Verdana; font-size: 7.5pt; color: black;"> </p><ul style="direction: ltr; unicode-bidi: embed; margin-top: 0in; margin-bottom: 0in;" type="disc"><li style="margin-top: 0; margin-bottom: 0; vertical-align: middle;">Meeting and greeting clients</li><li style="margin-top: 0; margin-bottom: 0; vertical-align: middle;">Operating the Outlook meeting booking system</li><li style="margin-top: 0; margin-bottom: 0; vertical-align: middle;">Ensuring visitors are booked n</li><li style="margin-top: 0; margin-bottom: 0; vertical-align: middle;">Making sure supplies are maintained</li><li style="margin-top: 0; margin-bottom: 0; vertical-align: middle;">Answer switchboard in accordance with procedures</li><li style="margin-top: 0; margin-bottom: 0; vertical-align: middle;">Making sure front of House is clean and tidy</li><li style="margin-top: 0; margin-bottom: 0; vertical-align: middle;">Liaising with couriers </li></ul><p style="margin: 0in; margin-left: .375in; font-family: Verdana; font-size: 7.5pt; color: black;"> </p><p style="margin: 0in; font-family: Verdana; font-size: 7.5pt; color: black;">Profile:</p><p style="margin: 0in; font-family: Verdana; font-size: 7.5pt; color: black;">The successful temporary, Receptionist will have at least 3 years experience working within a similar post and will have had exposure to working in a professional environment. </p><p style="margin: 0in; font-family: Verdana; font-size: 7.5pt; color: black;"> </p><p style="margin: 0in; font-family: Verdana; font-size: 7.5pt; color: black;">You must be either immediate or on a 1 week notice to be considered for this role.</p><p style="margin: 0in; font-family: Verdana; font-size: 7.5pt; color: black;"> </p><p style="margin: 0in; font-family: Verdana; font-size: 7.5pt; color: black;">Client:</p><p style="margin: 0in; font-family: Verdana; font-size: 7.5pt; color: black;">Our client is a Financial Services firm based in the London. You will work 5 days per week on site. </p><p style="margin: 0in; font-family: Verdana; font-size: 7.5pt; color: black;"> </p><p style="margin: 0in; font-family: Verdana; font-size: 7.5pt; color: black;">Salary &amp; Benefits:</p><p style="margin: 0in; font-family: Verdana; font-size: 7.5pt; color: black;">This immediate, temporary Receptionist role will be paying circa £15-18 per hour. This is dependant on experience.</p><p>Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data: roberthalf.com/gb/en/privacy-notice.</p><img src="https://counter.adcourier.com/RWxpYW5hLlphbWV0LjgyODA3LjEwOTIzQHJoaS5hcGxpdHJhay5jb20.gif">
  • 2025-09-02T15:00:24Z
Part Time Expense Clerk
  • Slough, Berkshire
  • remote
  • Permanent
  • 26000 - 28000 GBP / Yearly
  • <p data-start="188" data-end="305"><strong data-end="202" data-start="188">Job Title:</strong> Part Time Expenses Clerk <br / data-start="253" data-end="256"> <strong data-start="256" data-end="269">Location:</strong> Near Slough<br data-start="277" / data-end="280"> <strong data-end="295" data-start="280">Department:</strong> Finance</p><p data-start="188" data-end="305">The Hours are 10am to 2pm 5 days a week in office. </p><p data-start="307" data-end="622">We're seeking a highly organised and detail-oriented Accounts Payable Support Administrator to join a busy finance team. This role plays a key part in supporting smooth administrative and financial operations, ensuring accuracy, efficiency, and excellent service to both internal teams and external suppliers.</p><p data-start="624" data-end="753">The ideal candidate will be proactive, reliable, and confident in managing multiple priorities within a fast-paced environment.</p><h3 data-start="760" data-end="790"><strong data-end="788" data-start="764">Key Responsibilities</strong></h3><p data-end="814" data-start="792"><strong data-start="792" data-end="812">Inbox Management</strong></p><ul data-end="980" data-start="815"><li data-end="919" data-start="815"><p data-start="817" data-end="919">Review shared inboxes throughout the day and distribute items promptly to the relevant team members.</p></li><li data-start="920" data-end="980"><p data-start="922" data-end="980">Download and process invoices and statements accurately.</p></li></ul><p data-end="1005" data-start="982"><strong data-end="1003" data-start="982">Portal Management</strong></p><ul data-end="1096" data-start="1006"><li data-start="1006" data-end="1096"><p data-start="1008" data-end="1096">Monitor supplier and customer portals, downloading invoices and documents as required.</p></li></ul><p data-end="1130" data-start="1098"><strong data-start="1098" data-end="1128">Invoice Approval &amp; Chasing</strong></p><ul data-start="1131" data-end="1222"><li data-end="1222" data-start="1131"><p data-end="1222" data-start="1133">Track invoices awaiting approval and proactively follow up to ensure timely processing.</p></li></ul><p data-start="1224" data-end="1248"><strong data-end="1246" data-start="1224">Filing &amp; Archiving</strong></p><ul data-start="1249" data-end="1334"><li data-start="1249" data-end="1334"><p data-end="1334" data-start="1251">Maintain well-organised filing and archiving systems for easy document retrieval.</p></li></ul><p data-start="1336" data-end="1366"><strong data-start="1336" data-end="1364">Phone &amp; Supplier Queries</strong></p><ul data-end="1473" data-start="1367"><li data-start="1367" data-end="1473"><p data-end="1473" data-start="1369">Handle incoming calls and emails related to accounts payable queries with professionalism and clarity.</p></li></ul><p data-end="1517" data-start="1475"><strong data-end="1515" data-start="1475">Expense Auditing &amp; Portal Management</strong></p><ul data-end="1692" data-start="1518"><li data-end="1598" data-start="1518"><p data-start="1520" data-end="1598">Review and audit employee expenses and receipts in line with company policy.</p></li><li data-end="1692" data-start="1599"><p data-start="1601" data-end="1692">Manage the expenses portal, assist with staff queries, and provide cover during absences.</p></li></ul><p data-end="1722" data-start="1694"><strong data-start="1694" data-end="1720">Supplier Communication</strong></p><ul data-end="1844" data-start="1723"><li data-start="1723" data-end="1844"><p data-end="1844" data-start="1725">Build positive relationships with suppliers and internal stakeholders, resolving queries promptly and professionally.</p></li></ul><p data-end="1866" data-start="1846"><strong data-end="1864" data-start="1846">Ad Hoc Support</strong></p><ul data-start="1867" data-end="1946"><li data-end="1946" data-start="1867"><p data-end="1946" data-start="1869">Assist with additional administrative or finance-related tasks as required.</p></li></ul><h3 data-end="1986" data-start="1953"><strong data-end="1984" data-start="1957">Key Skills &amp; Experience</strong></h3><ul data-end="2357" data-start="1987"><li data-start="1987" data-end="2071"><p data-end="2071" data-start="1989">Strong experience with Microsoft Office, particularly Outlook and Excel.</p></li><li data-end="2155" data-start="2072"><p data-start="2074" data-end="2155">Excellent communication and interpersonal skills with a collaborative approach.</p></li><li data-start="2156" data-end="2198"><p data-end="2198" data-start="2158">High attention to detail and accuracy.</p></li><li data-start="2199" data-end="2269"><p data-start="2201" data-end="2269">Ability to manage multiple priorities in a fast-paced environment.</p></li><li data-end="2357" data-start="2270"><p data-end="2357" data-start="2272">Previous experience in accounts payable or finance administration is preferred.</p></li></ul><p>Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data: roberthalf.com/gb/en/privacy-notice.</p><img src="https://counter.adcourier.com/Q2hhcmxlcy5QZW5tYW4uMTYyODEuMTA5MjNAcmhpLmFwbGl0cmFrLmNvbQ.gif">
  • 2025-10-09T15:33:36Z
Head Receptionist
  • London, London
  • remote
  • Contract
  • 20 - 25 GBP / Hourly
  • <p style="margin: 0in; font-family: Verdana; font-size: 7.5pt; color: black;">Role:</p><p style="margin: 0in; font-family: Verdana; font-size: 7.5pt; color: black;">Our client is looking to recruit an immediate, Head of Reception for a 3 month Temporary role. In this role you will be responsible for the following duties: </p><p style="margin: 0in; font-family: Verdana; font-size: 7.5pt; color: black;"> </p><ul style="direction: ltr; unicode-bidi: embed; margin-top: 0in; margin-bottom: 0in;" type="disc"><li style="margin-top: 0; margin-bottom: 0; vertical-align: middle;">Lead and manage the reception team</li><li style="margin-top: 0; margin-bottom: 0; vertical-align: middle;">Provide staff training</li><li style="margin-top: 0; margin-bottom: 0; vertical-align: middle;">Coordinating receptionist shifts to ensure reception is always covered</li><li style="margin-top: 0; margin-bottom: 0; vertical-align: middle;">Greet and assist visitors</li><li style="margin-top: 0; margin-bottom: 0; vertical-align: middle;">Screen incoming calls</li><li style="margin-top: 0; margin-bottom: 0; vertical-align: middle;">Maintain a clean, organised reception area </li><li style="margin-top: 0; margin-bottom: 0; vertical-align: middle;">Handle email correspondence </li><li style="margin-top: 0; margin-bottom: 0; vertical-align: middle;">Support UK Head of Facilities and Deputy COO </li></ul><p style="margin: 0in; margin-left: .375in; font-family: Verdana; font-size: 7.5pt; color: black;"> </p><p style="margin: 0in; font-family: Verdana; font-size: 7.5pt; color: black;">Profile:</p><p style="margin: 0in; font-family: Verdana; font-size: 7.5pt; color: black;">The successful temporary, Head of Reception will have at least 5 years experience working in Front of House and will have had exposure to team management. </p><p style="margin: 0in; font-family: Verdana; font-size: 7.5pt; color: black;"> </p><p style="margin: 0in; font-family: Verdana; font-size: 7.5pt; color: black;">You must be either immediate or on a 1 week notice to be considered for this role.</p><p style="margin: 0in; font-family: Verdana; font-size: 7.5pt; color: black;"> </p><p style="margin: 0in; font-family: Verdana; font-size: 7.5pt; color: black;">Client:</p><p style="margin: 0in; font-family: Verdana; font-size: 7.5pt; color: black;">Our client is a Financial Services firm based in London. You will work 5 days per week from their office. </p><p style="margin: 0in; font-family: Verdana; font-size: 7.5pt; color: black;"> </p><p style="margin: 0in; font-family: Verdana; font-size: 7.5pt; color: black;">Salary &amp; Benefits:</p><p style="margin: 0in; font-family: Verdana; font-size: 7.5pt; color: black;">This immediate Head of Reception role will be paying circa £20-25 per hour. This is dependant on experience</p><p>Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data: roberthalf.com/gb/en/privacy-notice.</p><img src="https://counter.adcourier.com/RWxpYW5hLlphbWV0Ljg0MDY3LjEwOTIzQHJoaS5hcGxpdHJhay5jb20.gif">
  • 2025-09-02T15:12:11Z
Credit Control Supervisor
  • Slough, Berkshire
  • remote
  • Permanent
  • 45000 - 55000 GBP / Yearly
  • <p data-start="259" data-end="405">Robert Half are working exclusively with a leading international consumer goods business in Slough to recruit a Credit &amp; Rebates Controller.</p><p data-end="699" data-start="407">This is a key role within a well-established UK operation, offering the opportunity to work with some of the most recognisable brands in the FMCG sector. The business combines global scale with a collaborative culture, modern offices, and a clear focus on innovation and people development.</p><p data-end="927" data-start="701"><strong data-end="713" data-start="701">The Role</strong><br data-start="713" / data-end="716"> As Credit &amp; Rebates Controller, you'll take ownership of the UK&amp;I credit control function, with a strong emphasis on rebates and customer deductions, essential to success in FMCG. Responsibilities include:</p><ul data-start="929" data-end="1471"><li data-start="929" data-end="1033"><p data-start="931" data-end="1033">Leading the credit control team and overseeing sales agreements, rebates, and promotional deductions</p></li><li data-start="1034" data-end="1142"><p data-end="1142" data-start="1036">Ensuring accurate reconciliation of debit notes and claims, maintaining strong controls and audit trails</p></li><li data-start="1143" data-end="1269"><p data-start="1145" data-end="1269">Driving effective debt collection and customer account management, working closely with the European shared service centre</p></li><li data-start="1270" data-end="1372"><p data-end="1372" data-start="1272">Assessing and managing credit risk, setting terms, and ensuring alignment with commercial strategy</p></li><li data-start="1373" data-end="1471"><p data-end="1471" data-start="1375">Driving process improvements and leveraging SAP to deliver efficiencies and better insight</p></li></ul><p data-start="1473" data-end="1488"><strong data-end="1486" data-start="1473">About You</strong></p><ul data-start="1489" data-end="1848"><li data-start="1489" data-end="1589"><p data-start="1491" data-end="1589">Proven experience in FMCG or retail, with particular expertise in rebates and deductions</p></li><li data-end="1681" data-start="1590"><p data-end="1681" data-start="1592">5+ years' experience in credit control, including at least 2 years in a leadership role</p></li><li data-end="1732" data-start="1682"><p data-start="1684" data-end="1732">Strong SAP knowledge and advanced Excel skills</p></li><li data-end="1794" data-start="1733"><p data-start="1735" data-end="1794">Excellent stakeholder management and commercial awareness</p></li><li data-end="1848" data-start="1795"><p data-start="1797" data-end="1848">CICM qualification (or working towards) desirable</p></li></ul><p data-start="1850" data-end="1871"><strong data-end="1869" data-start="1850">What's on Offer</strong></p><ul data-start="1872" data-end="2141"><li data-start="1872" data-end="1917"><p data-end="1917" data-start="1874">Salary of £50,000 - £55,000 plus benefits</p></li><li data-start="1918" data-end="1990"><p data-end="1990" data-start="1920">Hybrid working model (3 days in the Slough office, 2 days from home)</p></li><li data-end="2053" data-start="1991"><p data-start="1993" data-end="2053">Exposure to senior leadership and international operations</p></li><li data-end="2141" data-start="2054"><p data-end="2141" data-start="2056">Opportunity to play a critical role in improving cash flow and driving efficiencies</p></li></ul><p data-end="2256" data-start="2143">If you have the FMCG rebate expertise and leadership skills to deliver real impact, we'd love to hear from you.</p><p>Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data: roberthalf.com/gb/en/privacy-notice.</p><img src="https://counter.adcourier.com/cnlhbi50dWNrZXIuMDY1NjYuMTA5MjNAcmhpLmFwbGl0cmFrLmNvbQ.gif">
  • 2025-09-30T11:18:19Z
Finance Lead
  • London, London
  • remote
  • Permanent
  • 50000 - 55000 GBP / Yearly
  • <p><strong>FINANCE LEAD - PERMANENT - UP TO £55k - REMOTE </strong></p><p>Robert Half are thrilled to be working exclusively with a long-standing client who are looking for a permanent, full-time Finance Lead up to £55k with remote working! The Finance Lead will lead sustainable financial growth by taking ownership of the financial strategy, controls and management information for the Account and provide insight and influence to impact performance and maintain competitive advantage.</p><p><strong>Things to know: </strong></p><ul><li>Remote - apart from budgeting period where you will be onsite 2-3 times a month.</li><li>Up to £55k</li><li>Start date is ASAP so only candidates with short notice periods (1 month or less) will be considered.</li></ul><p><strong>Responsibilities: </strong></p><ul><li><strong>Financial Control</strong> - Ensure company policies and procedures are adhered to consistently throughout the Business Unit. Continually review, maintain and improve cash-flow, margins and reporting. Develop targets and bench-marking processes to challenge the financial information</li><li><strong>Reporting</strong> - Prepare accurate Business Unit reports in line with monthly company timetable including full Profit &amp; Loss account with analysis and commentary, Balance Sheet extracts and reconciliations, and detailed Project Profitability reporting. Profit &amp; Loss forecasts &amp; annual plans. Ad-hoc reporting as requested by Business Unit or Divisional Management.</li><li><strong>Manage and Develop Team</strong> - Recruit, Induct, manage, target, motive and develop. Carry out structured appraisals and ensure personal development plans are in place and include succession plans.</li><li>Business Relationships - Monthly formal Contract and Business unit reviews. Ensure use of best practice, communication and understanding of key business messages through monthly site visits with focus on under-performing contracts.</li><li><strong>Added Value</strong> - Provide financial and contract support leadership and direction in the Business Unit. This will involve personal attitude, use of skills and dissemination of knowledge. Use specialist knowledge and experience to provide insight and influence to impact performance standards. Implement improvements, drive change, raise standards through the direct and indirect management of staff. Act as a specialist partner to the Business Unit Director to both advise and challenge senior management on performance.</li></ul><p><strong>Requirements:</strong></p><ul><li>Part-qualified Accountant (ACCA/ACA/CIMA).</li><li>3 - 5 years experience working in a similar fast-paced role.</li><li>Strong management accounts experience</li><li>Requires an individual with strong customer focus.</li><li>Competent working knowledge of Microsoft packages.</li></ul><p>Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data: roberthalf.com/gb/en/privacy-notice.</p><img src="https://counter.adcourier.com/RW1pbHkuTGV3aXMuOTQ4NTYuMTA5MjNAcmhpLmFwbGl0cmFrLmNvbQ.gif">
  • 2025-09-19T14:08:44Z
Sales Support
  • London, London
  • remote
  • Permanent
  • 45000 - 70000 GBP / Yearly
  • <p data-start="239" data-end="525">This is a hybrid role in London, designed for someone with strong operational discipline, technical aptitude, and a commercial mindset.</p><p data-start="527" data-end="846">You'll play a critical role in building digital sales infrastructure, supporting institutional fundraising, and automating workflows to help expand the firm's investor base across EMEA and APAC. </p><h3 data-start="853" data-end="883"><strong data-start="857" data-end="881">Key Sales Support Responsibilities</strong></h3><p data-start="885" data-end="915"><strong data-start="885" data-end="913">Sales &amp; Investor Support</strong></p><ul data-end="1188" data-start="916"><li data-end="998" data-start="916"><p data-end="998" data-start="918">Research and map institutional and family office investors across key regions.</p></li><li data-end="1056" data-start="999"><p data-end="1056" data-start="1001">Coordinate investor outreach campaigns and roadshows.</p></li><li data-start="1057" data-end="1132"><p data-end="1132" data-start="1059">Manage email and meeting scheduling, tracking responses and engagement.</p></li><li data-end="1188" data-start="1133"><p data-end="1188" data-start="1135">Draft and refine outreach templates using AI tools.</p></li></ul><p data-start="1190" data-end="1217"><strong data-start="1190" data-end="1215">CRM &amp; Data Automation</strong></p><ul data-start="1218" data-end="1509"><li data-start="1218" data-end="1283"><p data-start="1220" data-end="1283">Maintain and optimize CRM pipelines and reporting dashboards.</p></li><li data-end="1348" data-start="1284"><p data-end="1348" data-start="1286">Clean and structure investor data using Excel and AI agents.</p></li><li data-end="1436" data-start="1349"><p data-start="1351" data-end="1436">Develop automated workflows to track engagement, lead scoring, and follow-up tasks.</p></li><li data-start="1437" data-end="1509"><p data-end="1509" data-start="1439">Ensure accuracy of investor intelligence from third-party databases.</p></li></ul><p data-end="1541" data-start="1511"><strong data-start="1511" data-end="1539">AI &amp; Workflow Innovation</strong></p><ul data-start="1542" data-end="1869"><li data-end="1612" data-start="1542"><p data-start="1544" data-end="1612">Use AI tools to enhance internal workflows and research processes.</p></li><li data-end="1715" data-start="1613"><p data-end="1715" data-start="1615">Create prompt templates and automation scripts to accelerate investor reporting and data cleaning.</p></li><li data-end="1784" data-start="1716"><p data-start="1718" data-end="1784">Test and scale digital outreach processes to improve efficiency.</p></li><li data-start="1785" data-end="1869"><p data-end="1869" data-start="1787">Explore new ways to generate investor opportunities using emerging technologies.</p></li></ul><h3 data-start="1876" data-end="1902"><strong data-start="1880" data-end="1900">Tools You'll Use:</strong></h3><ul data-end="2088" data-start="1903"><li data-end="1931" data-start="1903"><p data-end="1931" data-start="1905">HubSpot CRM (or similar)</p></li><li data-end="2006" data-start="1932"><p data-end="2006" data-start="1934">AI productivity tools (e.g., ChatGPT, Copilot, transcription software)</p></li><li data-start="2007" data-end="2051"><p data-start="2009" data-end="2051">Microsoft Excel, Outlook, and PowerPoint</p></li><li data-end="2088" data-start="2052"><p data-end="2088" data-start="2054">Institutional investor databases</p></li></ul><h3 data-start="2095" data-end="2122"><strong data-start="2099" data-end="2120">Ideal Sales Support Profile: </strong></h3><p data-start="2124" data-end="2159">We're looking for someone who is:</p><ul data-end="2685" data-start="2160"><li data-end="2219" data-start="2160"><p data-start="2162" data-end="2219">Highly structured, detail-oriented, and process-driven.</p></li><li data-start="2220" data-end="2291"><p data-end="2291" data-start="2222">Quick to learn and eager to apply AI tools in a commercial setting.</p></li><li data-start="2358" data-end="2435"><p data-end="2435" data-start="2360">Tech-savvy, with a background in finance, data, consulting, or marketing.</p></li><li data-end="2533" data-start="2436"><p data-start="2438" data-end="2533">Familiar with institutional investors such as family offices, pension funds, and consultants.</p></li><li data-start="2534" data-end="2612"><p data-start="2536" data-end="2612">Comfortable explaining technical or systematic concepts in plain language.</p></li><li data-end="2685" data-start="2613"><p data-end="2685" data-start="2615">Interested in emerging technologies and their business applications.</p></li></ul><h3 data-start="2692" data-end="2722"><strong data-start="2696" data-end="2720">Ideal Sales Support Experience:</strong></h3><ul data-start="2723" data-end="3197"><li data-end="2822" data-start="2723"><p data-end="2822" data-start="2725">1-4 years in investor relations, sales support, consulting, fintech, or data-driven operations.</p></li><li data-end="2904" data-start="2823"><p data-end="2904" data-start="2825">Demonstrable experience using AI tools or completion of an AI-related course.</p></li><li data-start="2962" data-end="3036"><p data-end="3036" data-start="2964">Experience working with or selling to institutional or UHNW investors.</p></li><li data-end="3151" data-start="3037"><p data-start="3039" data-end="3151">Understanding of quantitative strategies, hedge funds, or systematic investing (beneficial but not essential).</p></li></ul><p>Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data: roberthalf.com/gb/en/privacy-notice.</p><img src="https://counter.adcourier.com/Q2Fyb2xpbmUuR3JhaW5nZXIuMzA2NjYuMTA5MjNAcmhpLmFwbGl0cmFrLmNvbQ.gif">
  • 2025-08-13T18:46:44Z