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- Tasks: Assist in cash management, transaction processing, and reporting for our Credit Control Team.
- Company: Join a dynamic team at a leading finance company in Cheltenham.
- Benefits: Enjoy a competitive salary, flexible working, and generous annual leave.
- Why this job: Make an impact in finance while developing your skills in a supportive environment.
- Qualifications: Self-motivated with good communication skills; experience in admin is a plus.
- Other info: Access to volunteering days, social events, and employee discounts.
The predicted salary is between 25000 - 30000 £ per year.
We are looking to grow our Ledger Management – Credit Control Team to accommodate new business. The role is to assist the team in ensuring that all transaction processing, administration, reconciliation and reporting tasks are carried out in an efficient, accurate and timely manner.
Department: Client Finance
Location: Cheltenham
Compensation: £25,000 - £30,000 / year
Key Responsibilities:
- Investigation/resolution of both legacy and current cash issues.
- Daily cash book/Ledger maintenance.
- Review of bank statements/settlement advices.
- Input settlement transactions to various client systems.
- Cash allocation and maintenance of related documentation.
- Raising payments, obtaining required authorisations.
- Prepare and process journals.
- Investigating, monitoring & chasing overdue unsettled premium.
- Prepare various reconciliations for both internal and client purposes.
- Update internal reporting summaries as required.
- Summarise and manipulate data to obtain information in required format.
- Review and update of Client procedure manuals; contributing to the implementation of new procedures and suggesting improvements to existing systems.
- Carry Out Other Ad Hoc Tasks As Required.
Key Performance Indicators:
- Regular 121 meetings will be held to ensure progression is on track & client requirements are met.
Key Relationships:
- Input to monthly/weekly team meetings.
- Plan and organise workload in conjunction with the team.
- Liaise internally with other PCIS/PMA teams.
- Will be working across several clients, adhering to their bespoke procedures and SLA’S.
- Liaise externally with clients as required.
- Ongoing support and training to develop the knowledge and skills of new team members.
Skills, Knowledge and Expertise:
- Self‑motivated, can work well individually or within a team.
- Good communicator and team player with a committed, positive attitude.
- Able to prioritise workload and meet deadlines.
- Keen eye for detail & investigative mind.
- Effective problem‑solving skills.
- MS Excel skills, particularly using filters, lookups and pivots.
- Some previous experience in an administration environment would be beneficial but is not essential.
Demonstrates Behaviors 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
Knowledge & Qualifications:
- Experience with the Insurance industry would be beneficial but is not essential.
- Experience working with Ledgers/Cash Management would be beneficial but is not essential.
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.
Ledger Management and Credit Control Assistant (3 Month FTC) in Cheltenham employer: PoloWorks
Contact Detail:
PoloWorks Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Ledger Management and Credit Control Assistant (3 Month FTC) in Cheltenham
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and the role. Understand their values and how you can contribute to their goals. This will help you stand out and show that you're genuinely interested in being part of the team.
✨Tip Number 3
Practice your problem-solving skills! Since this role involves investigating cash issues and preparing reconciliations, be ready to discuss how you've tackled similar challenges in the past. Use real examples to showcase your abilities.
✨Tip Number 4
Don't forget to apply through our website! It's the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to engage with us directly.
We think you need these skills to ace Ledger Management and Credit Control Assistant (3 Month FTC) in Cheltenham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Ledger Management and Credit Control role. Highlight any relevant experience, especially in cash management or administration, and don’t forget to showcase your MS Excel skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about this role and how your skills align with our PRIDE values. Keep it concise but impactful!
Show Off Your Problem-Solving Skills: In your application, give examples of how you've tackled challenges in previous roles. We love candidates who can demonstrate effective problem-solving skills, so don’t hold back!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at PoloWorks
✨Know Your Numbers
Since the role involves cash management and ledger maintenance, brush up on your financial terminology and be ready to discuss how you would handle cash allocation or reconcile discrepancies. Familiarise yourself with common cash issues and think of examples from your past experiences that demonstrate your problem-solving skills.
✨Showcase Your Excel Skills
The job requires proficiency in MS Excel, especially with filters, lookups, and pivots. Be prepared to talk about specific projects where you've used these functions. If possible, bring a portfolio or examples of reports you've created using Excel to showcase your capabilities.
✨Demonstrate Team Spirit
This position is all about collaboration, so highlight your experience working in teams. Share examples of how you've contributed to team success or helped resolve conflicts. Emphasise your positive attitude and willingness to support others, as this aligns with the company’s values.
✨Prepare for Behavioural Questions
Expect questions that assess your alignment with the company's PRIDE values. Think of situations where you've demonstrated being pioneering, responsible, inclusive, delivery-focused, and empowering. Use the STAR method (Situation, Task, Action, Result) to structure your answers effectively.