Insolvency Case Executive / Senior Insolvency Executive
Main job purpose
To work within a team to ensure an efficient and professional delivery of corporate and personal insolvency services to clients.
Our culture
Lewis Business Recovery & Insolvency are a thriving firm of business recovery specialists and licensed insolvency practitioners, based in Leeds City Centre. Our ethos is to find the best solution for all parties, and promote continuity of business and employment, whilst offering an excellent service at a reasonable cost.
Most of our work is referred to us by accountants, whom we hold strong relationships built upon trust and confidence.
We are approaching our tenth year of trading and have grown the business organically by being good at what we do, and as a result of this we are looking for a confident, enthusiastic, outgoing individual to compliment our existing team.
We have excellent career progression within the role due to our continued growth plans.
Key duties and responsibilities
- To be responsible for a mixed case load of formal insolvency appointments, in addition to assisting others within the team
- Administer insolvency cases, from initial advice through to case closure, with exposure to all aspects of insolvency, including Administrations, CVLs, MVLs, Compulsory Liquidations, CVAs and occasionally, Bankruptcies
- Address and adjudicate creditors' claims, including retention of title, secured, preferential and unsecured claims
- Reporting to secured creditors
- Assist team in continuing to trading on site where required
- Prepare associated documentation for statutory meetings
- Assisting employees with making claims and liaising with the redundancy payments service
- Deal with day to day correspondence, including non-standard correspondence.
- Preparing accurate books and records inventories, and taking responsibility for the safeguard, removal and storage of such from company premises
- Carrying out statutory investigations, and pursuing antecedent transactions
- Complete appropriate banking and cheque request forms in order to ensure that estate monies are handled and dealt with correctly
- Complete VAT and Corporation tax returns
- Adhere to statutory compliance and current legislation, including SIPS
- Maintain and update IPS case tasks/diaries
- Prepare directors disqualification reports
- Instruct and liaise with professional agents, solicitors and accountants
- Prepare supporting documents for sale contracts
- Update and maintain case checklists
- Attend and assist at meetings both in and out of the office when required
- Participate in internal and external marketing events as required
- Delegate work to, and provide ongoing training and support to junior members of staff
Reporting, relationships & management
- Support other staff, including training and delegation to assistants
- Assist other case executives where required
- Report on progress of cases to IP
Qualifications & experience
- AAT or CPI would be advantageous, but not mandatory
- Experience of dealing with corporate formal insolvency appointments within an IP firm is required
- Knowledge of IPS Cloud would be advantageous, but not mandatory
Technical, training & skill levels
- Good IT skills including experience in using Excel, Word & IPS
- Takes pride in maintaining high professional standards of conduct and practice
- Self-motivated to keep up to date with changes in best practice and legislation
- The ability to organise and manage time efficiently and effectively whilst being flexible
- The ability to anticipate and communicate problems to others in the team
- Confident and good communication skills
- A professional manner including good interpersonal, telephone and letter writing skills
- Takes responsibility for work tasks and quality, managing own workload and deadlines
- Keeps IP updated on progress and highlights potential issues
- Shows enthusiasm and commitment to undertaking tasks as required and in particular in seeing tasks through to completion
- Promotes the firm in a positive manner at networking events
For further details about our firm, please see www.lewisbri.co.uk