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Polo

Finance Assistant

Cheltenham Full-Time 21500 - 25500 £ / year (est.) No home office possible

At a Glance

Tasks: Join our Client Finance team to manage accounting records and support client relationships.
Company: PoloWorks is a dynamic finance company focused on delivering exceptional client services.
Benefits: Enjoy flexible hybrid working, private health insurance, and generous annual leave options.
Why this job: Make a real impact in finance while developing your skills in a collaborative environment.
Qualifications: No specific experience required; strong communication and analytical skills are essential.
Other info: Access company volunteering days and participate in regular social events.

The predicted salary is between 21500 - 25500 £ per year.

Finance Assistant

Department: Client Finance

Employment Type: Permanent

Location: Cheltenham

Reporting To: Jacqui Potter

Compensation: £25,000 – £30,000 / year

Description

Are you detail-oriented, client-focused, and ready to make a real impact in a dynamic finance environment? At PoloWorks, we\’re looking for a proactive and analytical individual to join our Client Finance team. As a Client Finance Analyst, you\’ll play a key role in delivering accurate, efficient, and compliant accounting services to our clients, while building strong relationships and supporting business growth.

If you\’re passionate about finance, keen to develop your skills, and thrive in a collaborative and inclusive workplace, we’d love to hear from you.

Key Responsibilities

Maintain accurate and up-to-date accounting records.

Process and verify transactions and reference data in the ledger.

Reconcile balance sheet and profit & loss items.

Process payments within delegated authority and resolve outstanding invoices/statements.

Issue and manage invoices/statements, ensuring timely resolution of outstanding balances.

Match receipts to outstanding debts.

Monitor and manage cash balances effectively.

Assist in the preparation of management accounts, dashboards, key performance indicators (KPIs), regulatory returns, cash analysis, and forecasts.

Support the onboarding of new clients and the closure of ceased accounts.

Build and maintain professional relationships with clients, third parties, and internal teams.

Identify and report new or evolving risks to management.

Ensure processes and controls are documented, reviewed, and updated regularly.

Stay informed about regulatory changes and collaborate with stakeholders to ensure controlled implementation.

Identify opportunities to enhance efficiency, improve financial processes, and reduce costs while maintaining compliance.

Support internal and external audits for clients and PoloWorks.

Maintain information security protocols in daily operations.

Contribute to additional projects and tasks as required.

Skills, Knowledge & Expertise

Experience in general insurance finance is beneficial but not required.

Commitment to high professional and ethical standards.

Strong interpersonal skills and ability to collaborate effectively.

Client-focused with a proactive and solutions-driven mindset.

Commercial awareness and financial acumen.

Strong organizational skills with the ability to manage competing priorities.

Excellent communication skills, both verbal and written.

Analytical and problem-solving abilities.

Proficiency in Microsoft Excel, Word, and Outlook
Knowledge of SUN/Q&A accounting software and internet banking is beneficial but not required.

Demonstrates behaviours aligned to the PoloWorks 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

Job Benefits

As well as a competitive salary, discretionary annual bonus, and 23 days of annual leave (with the option to buy more), you will also get an excellent benefits package, including flexible, hybrid working, private health insurance, life assurance, income protection, enhanced pension contributions, and occupational maternity and paternity pay.

You will also have access to company volunteering days, an employee assistance programme with retail discounts and savings, a generous employee referral scheme, regular sports and social events, and free Cheltenham bus travel.

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Finance Assistant employer: Polo

At PoloWorks, we pride ourselves on fostering a collaborative and inclusive work environment where our employees can thrive. As a Finance Assistant in Cheltenham, you'll benefit from a competitive salary, flexible hybrid working options, and a comprehensive benefits package that includes private health insurance and generous leave policies. We are committed to your professional growth, offering opportunities for skill development and involvement in meaningful projects that make a real impact.

Contact Detail:

Polo Recruiting Team

View Polo Profile

StudySmarter Expert Advice 🤫

We think this is how you could land Finance Assistant

✨Tip Number 1

Familiarise yourself with the key responsibilities listed in the job description. Make sure you can discuss how your previous experiences align with tasks like maintaining accurate accounting records and processing payments. This will show that you're not just interested in the role, but that you understand what it entails.

✨Tip Number 2

Research PoloWorks and their PRIDE values. Be prepared to discuss how you embody these values in your work. For instance, think of examples where you've demonstrated responsibility or inclusivity in a team setting, as this will resonate well with the hiring team.

✨Tip Number 3

Network with current or former employees of PoloWorks if possible. They can provide insights into the company culture and expectations for the Finance Assistant role. This information can help you tailor your approach during interviews and make a strong impression.

✨Tip Number 4

Brush up on your Microsoft Excel skills, as proficiency in this software is crucial for the role. Consider taking an online course or practicing with financial data to ensure you're comfortable discussing your capabilities during the interview.

We think you need these skills to ace Finance Assistant

Attention to Detail

Client-Focused Mindset

Analytical Skills

Problem-Solving Abilities

Strong Interpersonal Skills

Organisational Skills

Proficiency in Microsoft Excel

Proficiency in Microsoft Word

Proficiency in Microsoft Outlook

Commercial Awareness

Financial Acumen

Ability to Manage Competing Priorities

Effective Verbal Communication

Effective Written Communication

Knowledge of Accounting Software (e.g., SUN/Q&A)

Understanding of Regulatory Compliance

Experience in Financial Processes

Ability to Build Professional Relationships

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Finance Assistant role. Emphasise your attention to detail, client-focused mindset, and any experience with financial processes.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for finance and your proactive approach. Mention specific examples of how you've contributed to previous roles and how you can add value to PoloWorks.

Highlight Relevant Skills: In your application, clearly outline your proficiency in Microsoft Excel and any experience with accounting software. Also, mention your strong organisational and analytical skills, as these are crucial for the role.

Showcase Your Interpersonal Skills: Since the role involves building relationships with clients and internal teams, include examples of your strong communication and collaboration skills in your application to demonstrate your fit for the team-oriented environment at PoloWorks.

How to prepare for a job interview at Polo

✨Show Your Attention to Detail

As a Finance Assistant, attention to detail is crucial. Be prepared to discuss specific examples from your past experiences where your meticulous nature helped avoid errors or improved processes.

✨Demonstrate Client-Focused Mindset

PoloWorks values client relationships highly. Share instances where you successfully managed client expectations or resolved issues, showcasing your proactive and solutions-driven approach.

✨Highlight Your Analytical Skills

The role requires strong analytical abilities. Prepare to discuss how you've used data analysis in previous roles to inform decisions or improve financial processes, and be ready to solve a hypothetical problem during the interview.

✨Familiarise Yourself with Relevant Software

While knowledge of SUN/Q&A accounting software isn't mandatory, being proficient in Microsoft Excel is essential. Brush up on your Excel skills and be ready to discuss how you've used it in your previous roles to manage financial data.

Finance Assistant

Cheltenham

Full-Time

21500 - 25500 £ / year (est.)

Application deadline: 2027-07-30
Polo

View Polo Profile

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