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- 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 working, private health insurance, and generous 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 volunteering days and enjoy regular social events with your colleagues.
The predicted salary is between 25000 - 30000 £ per year.
We are seeking a proactive and detail‑oriented Finance Assistant to support the Finance team during a period of system change and ongoing operational activity. This role will be responsible for the accurate and timely processing of financial transactions across purchase and sales ledgers, supporting month‑end activities, and assisting with basic system testing as part of our finance transformation programme. This is a 12‑month fixed‑term contract.
Department
Corporate Finance
Location
Cheltenham
Key Responsibilities
- Process supplier invoices: coding, approvals and timely posting into the finance system.
- Raise and process sales invoices: ensuring completeness, accuracy and prompt issuance to customers.
- Assist with accruals and prepayments to support accurate financial reporting.
- Execute basic system testing activities following defined scripts, log and report issues and support SMEs in preparing for sign‑off of more complex testing scenarios.
- Reconcile supplier and customer accounts, resolve discrepancies.
- Support the wider finance team with ad‑hoc administrative and operational tasks as required.
Skills, Knowledge and Expertise
- Previous experience in a finance or accounts payable/receivable role.
- Strong attention to detail and accuracy in data entry and processing.
- Good understanding of basic accounting principles, including accruals and prepayments.
- Comfortable following structured testing scripts or procedures.
- Good communication skills and ability to work collaboratively as part of a team.
- Proficiency with finance systems and Excel.
- Experience in a finance function during a system change or ERP implementation.
- Familiarity with purchase and sales ledger processes in a medium‑to‑large organisation.
Behaviours
- 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
- Competitive salary and discretionary annual bonus.
- Minimum 24 days of annual leave (with option to buy more).
- Flexible, hybrid working.
- Private health insurance, life assurance, income protection, enhanced pension contributions.
- Occupational maternity and paternity pay.
- Company volunteering days.
- Electric Vehicle (EV) leasing scheme.
- Employee assistance programme.
- Retail discounts and savings.
- Generous employee referral scheme.
- Regular sports and social events.
- Free Cheltenham bus travel.
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Finance Assistant employer: PoloWorks
Contact Detail:
PoloWorks Recruiting Team
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
Network with current or former employees of PoloWorks, especially those in finance roles. They can provide insights into the company culture and expectations, which can help you tailor your approach during interviews and demonstrate your genuine interest in the team.
✨Tip Number 3
Brush up on your knowledge of financial regulations and compliance, as these are crucial for the role. Being able to discuss recent changes in regulations or how they impact client finance will set you apart as a knowledgeable candidate.
✨Tip Number 4
Prepare examples of how you've demonstrated strong interpersonal skills and a client-focused mindset in past roles. Since building relationships is key in this position, having specific anecdotes ready will help you convey your suitability for the role effectively.
We think you need these skills to ace Finance Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the responsibilities of a Finance Assistant. Emphasise your attention to detail, client-focused approach, and any experience with financial processes.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for finance and your proactive mindset. 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. Mention your strong organisational skills and ability to manage competing priorities, as these are crucial for the role.
Showcase Your Interpersonal Skills: Since building relationships is key in this role, provide examples of how you've successfully collaborated with clients or teams in the past. This will demonstrate your client-focused and solutions-driven mindset.
How to prepare for a job interview at PoloWorks
✨Show Your Attention to Detail
As a Finance Assistant, attention to detail is crucial. Be prepared to discuss how you've maintained accurate records in the past and provide examples of how your meticulous nature has benefited previous employers.
✨Demonstrate Client-Focused Mindset
PoloWorks values a client-focused approach. Share experiences where you successfully built relationships with clients or resolved issues effectively, showcasing your proactive and solutions-driven mindset.
✨Highlight Your Analytical Skills
The role requires strong analytical abilities. Prepare to discuss specific instances where you've used your analytical skills to solve problems or improve processes, particularly in finance-related tasks.
✨Familiarise Yourself with Relevant Software
While knowledge of SUN/Q&A accounting software is beneficial but not required, being proficient in Microsoft Excel is essential. Brush up on your Excel skills and be ready to discuss how you've used it in previous roles.
