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Client Accountant


Job description

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 statements

Qualified 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 skills

Able to prioritise and plan to meet deadlines, even when they conflict

A team player with excellent verbal and written communication skills

Strong problem-solving skills

Excellent MS Excel/Word/Outlook skills

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 Focussed- we provide services we are proud of
  • Empowering – we equip people to be their best

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 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 employee assistance programme with retail discounts and savings, a generous employee referral scheme, regular sports and social events, and free Cheltenham bus travel.

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.

It's our mission to unleash the potential in every team, and we know that teams perform best when they are diverse and every team member feels that they belong. It is the unique contributions of all PoloWorks colleagues that drive our success, and we are committed to building an inclusive culture where everyone is empowered to do meaningful work and are recognised for their efforts. To that end, we are committed to providing an environment free of discrimination for everyone.

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