At a Glance
- Tasks: Provide professional accounting services and maintain client relationships.
- Company: Join a dynamic team at a leading finance company in Cheltenham.
- Benefits: Enjoy competitive salary, flexible working, and generous leave options.
- Other info: Be part of a culture that values innovation, responsibility, and teamwork.
- Why this job: Make a real impact while developing your finance skills in a supportive environment.
- Qualifications: Experience in finance is a plus; strong communication and problem-solving skills are essential.
The predicted salary is between 24169 - 24169 £ per year.
Client Finance Accounting Technician
Department
Client Finance
Employment Type
Permanent
Location
- Cheltenham
- Description
To provide a professional accounting service to Clients.
This includes ensuring you complete all responsibilities, services and deliverables below in an accurate, timely, relevant, compliant and cost-effective manner.
Key Responsibilities
Ensure you deliver agreed services to clients in manner described above. Services may include but are not limited to:
- Maintain accounting records
- Prepare and check and process transactions and reference data on ledger
- Reconcile balance sheet and P&L items
- Settle payments in line with relevant delegated authority and monitor/resolve outstanding invoices/statements
- Issue invoices/statements and monitor, chase and resolve outstanding balances
- Match receipts to debts
- Monitor cash balances
- Assist with the preparation of management accounts, dashboards, KPIS, regulatory returns, cash analysis and forecasts
- Assist with on-boarding of new clients and closedown of ceased clients.
- Build and maintain effective working relationships with clients, third parties and other Polo staff.
- Advise managers of new/changed risks.
- Ensure procedures and controls are documented, followed, reviewed, and updated.
- Keep up with regulatory changes and work with clients, third parties and other Polo staff to ensure such changes are implemented in a controlled and timely manner.
- Look for ways to improve receivables/services/deliverables/controls or decrease costs and work with clients, third parties and other Polo staff to ensure such changes are implemented in a controlled and timely manner.
- Assist with ensuring receivables/services/deliverables/controls are as required and resolve any issues.
- Assist with internal/external audits for clients/Polo.
- Ensure information security rules are embedded in your work.
- Other ad-hoc projects and tasks as required.
- Key Performance Indicators
- Meeting of client SLA’s
- Accuracy rates
- Key Relationships
- Clients
- Client Finance Team
- Decision Making
Decisions taken within defined guidelines for role and client specific procedures.
Skills, Knowledge and Expertise
- Experience in general insurance finance is desirable
- High professional ethics
- Good people person
- Customer focused
- Commercially aware
- Able to prioritise and plan to meet deadlines, even when they conflict
- Good communicator and team player with a committed, professional and positive attitude
- Effective problem solving skills
- Excellent MS Excel/Word/Outlook skills
• Demonstrates behaviours aligned to the Polo Works PRIDE values
- Pioneering - we don't stand still
- Responsible - We do the right thing
- Inclusive - we all play a role
- Delivery Focused- we provide services we are proud of
- Empowering - we equip people to be their best
- Knowledge and Qualifications
- Knowledge of SUN/Q&A and internet banking is desirable
Benefits
As well as a competitive salary, discretionary annual bonus, and a minimum 24 days of annual leave (with the option to buy more), you will also get an excellent benefits package, including flexible, hybrid working, life assurance, income protection, enhanced pension contributions, and occupational maternity and paternity pay.
You will also have access to company volunteering days, an Electric Vehicle (EV) leasing scheme, an employee assistance programme with retail discounts and savings, a generous employee referral scheme, regular sports and social events, and free Cheltenham bus travel.
Benefits Band 1
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Client Finance Accounting Technician in Cheltenham employer: Polo
As a Syndicate Underwriting Manager in London, you will join a dynamic team that prioritises employee growth and well-being. Our company offers a competitive salary, flexible hybrid working arrangements, and a comprehensive benefits package including private health insurance and generous annual leave. With a strong focus on collaboration and professional development, we foster a supportive work culture that encourages innovation and community involvement.
StudySmarter Expert Advice🤫
We think this is how you could land Client Finance Accounting Technician in Cheltenham
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Polo. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Finance Accounting Technician in Cheltenham
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Polo.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Polo's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Polo
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Polo.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Polo will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Polo employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
