Client Finance Accountant - 12mth FTC
Client Finance Accountant - 12mth FTC

Client Finance Accountant - 12mth FTC

Cheltenham Temporary 36000 - 60000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Provide top-notch accounting services and ensure compliance for our clients.
  • Company: Join PoloWorks, a forward-thinking company with a focus on collaboration and excellence.
  • Benefits: Enjoy a competitive salary, flexible working, and a fantastic benefits package.
  • Why this job: Make a real impact in finance while developing your skills in a supportive environment.
  • Qualifications: Experience in accounting and strong attention to detail are essential.
  • Other info: This is a 12-month fixed-term contract with great career growth opportunities.

The predicted salary is between 36000 - 60000 £ per year.

Description

At PoloWorks, you will provide high-quality, professional accounting services to our clients, ensuring accuracy, efficiency, and full compliance with regulatory and reporting deadlines. You’ll contribute to a collaborative and inclusive team environment, supporting our commitment to excellence and continuous improvement. Please note this is a 12 month fixed term contract.

Key Responsibilities

  • Maintain client records and reconcile ledgers.
  • Prepare management accounts, consolidate financial reports, and complete regulatory returns.
  • Prepare statutory accounts.
  • Process, review, and approve journals and reference data on the ledger.
  • Approve payments in line with delegated authority and monitor outstanding invoices/statements.
  • Monitor cash movements and balances, escalating to the Client Manager as needed.
  • Process payroll on behalf of clients.
  • Engage with regulatory bodies, auditors, and clients professionally.
  • Ensure policies, procedures, and controls are documented, followed, and updated.
  • Stay informed about regulatory changes and collaborate with clients, third parties, and internal teams to ensure controlled implementation.
  • Support recruitment, training, development, and knowledge-sharing within the team.
  • Assist clients with audits.

Skills, Knowledge & Expertise

  • Experience in preparing management accounts, annual reports, and financial statements.
  • Strong attention to detail and organizational skills.
  • Commitment to professional ethics.
  • Client-focused with the ability to build strong relationships.
  • Effective time management, prioritization, and problem-solving skills.
  • Strong team player with excellent verbal and written communication skills.
  • Proficiency in Microsoft Excel, Word, and Outlook.
  • Qualified accountant or equivalent experience.
  • Knowledge of general insurance finance, including regulatory returns (desirable).
  • Familiarity with SUN/Q&A accounting software (desirable).

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 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, 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 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 2

Job Details

  • Department: Client Finance
  • Location: Cheltenham
  • Seniority Level: Entry level
  • Employment Type: Contract
  • Job Function: Accounting/Auditing and Finance
  • Industry: Insurance

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Client Finance Accountant - 12mth FTC employer: PoloWorks

At PoloWorks, we pride ourselves on fostering a collaborative and inclusive work culture that empowers our employees to excel. As a Client Finance Accountant in Cheltenham, you will enjoy 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 training and development while supporting a healthy work-life balance through various employee engagement initiatives.
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Contact Detail:

PoloWorks Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client Finance Accountant - 12mth FTC

✨Tip Number 1

Network like a pro! Reach out to your connections in the finance and accounting world. Attend industry events or join online forums where you can meet potential employers or colleagues. Remember, sometimes it’s not just what you know, but who you know!

✨Tip Number 2

Prepare for interviews by researching PoloWorks and understanding their values. Think about how your skills align with their commitment to excellence and continuous improvement. We want to see you shine, so practice answering common interview questions and have some questions ready for them too!

✨Tip Number 3

Showcase your skills! Bring along examples of your previous work, especially anything related to management accounts or financial statements. If you’ve got experience with SUN/Q&A software, make sure to highlight that too. We love seeing what you can do!

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for passionate candidates who fit our PRIDE values. So, get your application in and let’s make great things happen together!

We think you need these skills to ace Client Finance Accountant - 12mth FTC

Management Accounts Preparation
Financial Reporting
Regulatory Compliance
Ledger Reconciliation
Attention to Detail
Organisational Skills
Client Relationship Management
Time Management
Problem-Solving Skills
Team Collaboration
Verbal Communication Skills
Written Communication Skills
Microsoft Excel Proficiency
Qualified Accountant
Knowledge of General Insurance Finance

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your accounting expertise, especially in preparing management accounts and financial statements, to show us you're the right fit for the role.

Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about this position at PoloWorks. Share specific examples of how you've contributed to team success and maintained client relationships in previous roles.

Showcase Your Attention to Detail: Since accuracy is key in accounting, make sure your application is free from typos and errors. This will demonstrate your attention to detail and commitment to professionalism, which are crucial for the Client Finance Accountant role.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status.

How to prepare for a job interview at PoloWorks

✨Know Your Numbers

Make sure you brush up on your accounting knowledge, especially around management accounts and financial statements. Be ready to discuss your experience with these documents and how you've ensured accuracy and compliance in your previous roles.

✨Showcase Your Team Spirit

PoloWorks values collaboration, so be prepared to share examples of how you've worked effectively in a team. Highlight any experiences where you supported colleagues or contributed to a positive team environment.

✨Be Client-Focused

Since the role involves engaging with clients and regulatory bodies, think of instances where you've built strong relationships or resolved client issues. This will demonstrate your client-centric approach and ability to communicate effectively.

✨Stay Updated on Regulations

Familiarise yourself with current regulatory changes in the finance sector. Being able to discuss how you've adapted to these changes or implemented new policies will show that you're proactive and committed to continuous improvement.

Client Finance Accountant - 12mth FTC
PoloWorks
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  • Client Finance Accountant - 12mth FTC

    Cheltenham
    Temporary
    36000 - 60000 £ / year (est.)

    Application deadline: 2027-11-02

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    PoloWorks

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