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.
