Adam Casebrook Client Manager from Calverton Finance.

8 Years Strong – The Career Path of Adam Casebrook, Client Manager

Posted: 23rd October 2018

At the age of 16, I left school after completing my GCSE’s and like most school leavers I didn’t really have a clue what I wanted to do. I had successfully completed my AS level in Finance so I thought a career in finance would be a good choice. So I applied to Calverton under their apprenticeship scheme.

The Interview Process

I was a little nervous at first, to say the least, however I was put at ease by the Personal Assistant who interviewed me. We discussed what drew me to Calverton, what Calverton could offer me in the long term and what my daily duties would be. 

Towards the end of the interview, I was given a quick introduction to our Operations Director who gave me a brief overview of what Calverton do and how the company works.

I wasn’t sure what to expect and although I believed it went well, I didn’t want to get my hopes up! Later that afternoon I received a phone call I was offered a position as a Junior Finance Administrator, which I was more than happy to accept.

I was told by the same Personal Assistant, a couple of years later, that the only reason I was given the job was because I was the only one she interviewed who was wearing a tie!

Progressing Up the Career Ladder

Does everyone remembers their first ‘real’ job?

As you know working full time compared to attending school proved quite a shock to the system. The days seemed to be that bit longer and where did the half terms go? This was, however, made easier with the help I received from all the staff who were extremely friendly and supportive. They voluntarily supported me with my qualifications and after 18 months, I had finally completed my NVQ. As a result of my hard work, I was offered a new role as a Credit Controller.

During my time as a Credit Controller, no two days were the same. I always had ledgers to maintain, debtors to speak to and the most important part, ensuring all invoices are paid on time. I was also able to complete my first ABFA Course (Foundation) which provided me with a wealth of understanding of the invoice finance industry and later saw me promoted to a Senior Credit Controller. 

I continued to build key relationships with Clients and their customers and I began to gain experience in problem solving and leadership.

In my 6th year, Calverton experienced significant growth with an increase in new Clients and the growth of our existing Clients. To accommodate this and to continue to give excellent customer service, a new team was created and I was again promoted to a Client Executive, my third promotion since joining the company.

With this promotion came a lot more responsibility. I was now managing two members of staff ensuring collections were made on time and rectifying any problems with customers that were struggling to pay. I was also responsible for transferring funds to our Clients and making sure that cash allocations were made correctly. Above all maintaining a good relationship with my Clients and ensuring they are happy with the collections process. I also completed my second ABFA Course (Account Management and Certificate Course).

Where Am I Today?

In June 2018, I was asked to join the Directors in our boardroom. My initial thoughts were, what I have done! To my surprise they offered me a position of Client Manager heading up my own team. I was speechless at first and extremely happy. I accepted the position with the knowledge that it was going to involve a lot of hard work, further responsibility and perhaps a few late nights. I was definitely up for the challenge.

For the opportunities Calverton have provided me, I will always be thankful. I could not have achieved this success without the training and support from all members of staff, particularly the existing Clients Managers, who spent hours out of their day to provide me with the knowledge I have today for which I will always be eternally grateful.

I will always remember a question that the Operations Director asked me during the very start of my career…”where do you see yourself in the future” to which I replied “I would like to be doing your job!” That is still very much my goal.