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Client Accountant
1 month ago
Time commitment: 37.5 hours a week with flexible working
Hybrid working: Flexible with office working a minimum of 2 days per week.
What You'll get in return
As well as a competitive salary, discretionary annual bonus, and 25 days of annual leave (with the option to buy more), you will also get an excellent benefits package, including:
flexible, hybrid workingprivate health insurancelife assuranceincome protectionenhanced pension contributionsoccupational 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.
The Opportunity
This is an exciting opportunity to join the expanding Client Finance Team, in which the successful candidate will provide a professional accounting service to our clients, ensuring all responsibilities, services and deliverables are carries out with accuracy and efficiency.
We are a people-centric culture of togetherness, empowerment, and involvement. It is our team that makes PoloWorks.
Key Responsibilities
Maintenance of client records and reconciliation of ledgers.Preparation of Management accounts and consolidation of financial reports and regulatory returns.Preparation of Statutory accounts. Preparing, reviewing, and processing journals and reference data on ledger.Approving payments in line with relevant delegated authority and monitoring/resolving outstanding invoices/statements.Monitoring cash movements and balances and escalating to the Client Manager when required.Processing payroll on behalf of clients.Liaising with regulatory bodies, auditors, and clients.Ensuring procedures and controls are documented, followed, and updated.Keeping abreast of regulatory changes and work with clients, third parties and other Polo staff to ensure such changes are implemented in a controlled and timely manner.Assisting with audits for clients.
Experience & Skills
Experience of preparing management accounts and Annual reports and financial statementsQualified accountant or qualified by experience.Knowledge of general insurance finance, including regulatory returns is desirable.Knowledge of SUN/Q&A accounting software is desirable.A keen eye for detail and strong organisational skillsAble to prioritise and plan to meet deadlines, even when they conflictA team player with excellent verbal and written communication skillsStrong problem-solving skills Excellent MS Excel/Word/Outlook skills
Demonstrates behaviours aligned to the PoloWorks PRIDE values:
Pioneering we dont stand stillResponsible We do the right thingInclusive we all play a roleDelivery Focussed- we provide services we are proud ofEmpowering we equip people to be their best
Who are PoloWorks?
PoloWorks is the leading provider of UK-based support services to the insurance market. We have built a strong reputation as dedicated and dependable experts in our field. We pride ourselves on our ability to be flexible, responsive, and knowledgeable.
As a leading service support company and turnkey managing agency, our clients choose us because our staff not only have the expertise but also a profound affinity with their business challenges. Our mission is to support, inspire, and develop the insurers of today and tomorrow.
Our clients, whether digital start-ups or well-established organisations, rely on the PoloWorks team to develop and strengthen their businesses. Our clients' goals are our goals. As such we design and deliver bespoke solutions to their specific business challenges.
With offices in London and Cheltenham, PoloWorks has ambitious growth plans, offering exciting opportunities for anyone joining us on the next phase of our journey.
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