Job Description:

Credit Control Team Member

Kirkstall Forge (Leeds, LS5 3BF)

Hybrid working (Tuesdays and Wednesdays in the office)

Full time 37.5 hours

Permanent

Salary: £24,900 to £29,000 per annum plus fantastic Bupa benefits

Advert closes Thursday 22nd October 2026

We make health happen

At Bupa, our purpose is simple: helping people live longer, healthier, happier lives and making a better world. As a Finance Assistant, you’ll help us deliver on that purpose by ensuring our Care Home billing runs smoothly, clearly and with care.

Working in our Operations Finance team, you’ll support residents, families and colleagues by keeping sales ledger accounts accurate and up to date. Your work ensures invoices are correct, payments are collected sensitively and fairly, and financial processes run smoothly—so our care teams can focus on what matters most.

You’ll be part of a supportive team that values collaboration, clear communication and a warm, human approach. It’s an opportunity to grow your skills while helping people at an important stage of their lives.

How you’ll help us make health happen

• Manage a dedicated portfolio of sales ledger accounts for our Care Homes.
• Carry out credit control activities, following up overdue payments by phone, email or letter in a supportive and sensitive way.
• Respond to queries from residents, families and colleagues, giving clear and friendly guidance.
• Work closely with Care Home Administrators and Finance teams to maintain accurate debt positions and agree next steps where needed.
• Investigate and reconcile account queries, explaining outcomes in simple, everyday language.
• Support with central billing to ensure invoices are accurate and issued on time.
• Review and approve refund requests in line with policy and procedures.
• Keep detailed notes on the billing system so others have the information they need.
• Contribute to departmental targets through organised, proactive and accurate work.
• Keep your personal development plan up to date and continue learning new skills.

Key skills/qualifications needed for this role

• Previous experience in a credit control role is essential. Please state this on your application
• Confidence using MS Package, including Excel, Word and Outlook and comfortable learning new systems
• Ability to plan your time well, stay organised and meet deadlines calmly.
• Clear, friendly communication skills and the ability to build trust with residents, families and colleagues.
• Comfortable working independently and as part of a team.
• Strong interpersonal skills and a customer‑focused approach.
• Confidence in making thoughtful decisions and explaining them simply.
• A proactive mindset with the ability to take initiative and offer solutions.

Benefits

Our benefits are designed to make health happen for our people. Viva is our global wellbeing programme and includes all aspects of our health – from mental and physical, to financial, social and environmental wellbeing. We support flexible working and have a range of family-friendly benefits.

Joining Bupa in this role you will receive the following benefits and more:

• 25 days holiday, increasing through length of service, with option to buy or sell
• Bupa health insurance as a benefit in kind
• An enhanced pension plan and life insurance
• Onsite gyms or local discounts where no onsite gym available
• Various other benefits and online discounts

Why Bupa

We’re a health insurer and provider. With no shareholders, our customers are our focus. Our people are all driven by the same purpose – helping people live longer, healthier, happier lives and making a better world. We make health happen by being brave, caring and responsible in everything we do.

We encourage all of our people to “Be you at Bupa”. We champion diversity, and we understand the importance of our people representing the communities and customers we serve. That’s why we especially encourage applications from people with diverse backgrounds and experiences.

Bupa is a Level 2 Disability Confident Employer. This means we aim to offer an interview/assessment to every disabled applicant who meets the minimum criteria for the role. We’ll make sure you are treated fairly and offer reasonable adjustments as part of our recruitment process to anyone that needs them.

If you require information regarding this role in an alternative format, please email: [email protected]

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