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For Companies At a Glance
- Tasks: Provide professional accounting services and maintain client records with precision.
- Company: Join PoloWorks, a dynamic player in the insurance and financial services sector.
- Benefits: Enjoy a competitive salary, professional development, and a supportive team environment.
- Why this job: Make a real impact by ensuring accuracy and compliance for diverse clients.
- Qualifications: Qualified accountant or equivalent experience with strong attention to detail.
- Other info: Be part of a collaborative team that values inclusivity and professional growth.
The predicted salary is between 28800 - 43200 £ per year.
Department:
Client Finance
Location:
Cheltenham
Description
To provide professional accounting services to clients, ensuring accuracy, efficiency, and compliance with deadlines while maintaining an inclusive and collaborative approach.
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
Participate in additional projects and tasks as required.
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).
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 a minimum 24 days of annual leave (with the option to buy or sell up to 5 days using our Annual Leave Flex Benefit), 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
Client Finance Accountant employer: PoloWorks
Contact Detail:
PoloWorks Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Finance Accountant
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work at PoloWorks or similar companies. A friendly chat can sometimes lead to job opportunities that aren't even advertised!
✨Tip Number 2
Prepare for interviews by practising common questions related to client finance and accounting. We recommend role-playing with a friend or using online resources to get comfortable discussing your experience and skills.
✨Tip Number 3
Showcase your expertise! Bring along examples of your previous work, like management accounts or financial reports, to demonstrate your skills during interviews. This will help you stand out as a candidate who knows their stuff.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Client Finance Accountant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your experience with management accounts and financial statements, as these are key for the Client Finance Accountant role.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for PoloWorks. Share specific examples of how you've maintained client records or engaged with regulatory bodies in the past.
Showcase Your Attention to Detail: In your application, demonstrate your strong attention to detail. This could be through mentioning specific projects where accuracy was crucial or how you’ve ensured compliance with quality standards.
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 from us!
How to prepare for a job interview at PoloWorks
✨Know Your Numbers
As a Client Finance Accountant, you'll be dealing with financial statements and management accounts. Brush up on your accounting principles and be ready to discuss your experience with preparing these documents. Highlight specific examples where you ensured accuracy and compliance.
✨Showcase Your Soft Skills
This role requires strong communication and relationship-building skills. Be prepared to share instances where you've successfully collaborated with clients or internal teams. Emphasise your ability to engage with regulatory bodies and auditors professionally.
✨Demonstrate Attention to Detail
Attention to detail is crucial in finance. During the interview, mention how you maintain accuracy in your work, perhaps by discussing your methods for reconciling ledgers or monitoring cash movements. This will show that you take pride in delivering quality results.
✨Stay Updated on Regulations
Regulatory changes can impact your work significantly. Make sure to research any recent updates in the finance sector relevant to the role. Discuss how you keep yourself informed and how you've implemented changes in past roles to ensure compliance.
