Job Description

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Description

To provide professional accounting services to clients, ensuring accuracy, efficiency, compliance, and a client-focused approach in all responsibilities.#

Key Responsibilities

Maintain accurate and up-to-date accounting records.

Process and verify transactions and reference data in the ledger.

Reconcile balance sheet and profit & loss items.

Process payments within delegated authority and resolve outstanding invoices/statements.

Issue and manage invoices/statements, ensuring timely resolution of outstanding balances.

Match receipts to outstanding debts.

Monitor and manage cash balances effectively.

Assist in the preparation of management accounts, dashboards, key performance indicators (KPIs), regulatory returns, cash analysis, and forecasts.

Support the onboarding of new clients and the closure of ceased accounts.

Build and maintain professional relationships with clients, third parties, and internal teams.

Identify and report new or evolving risks to management.

Ensure processes and controls are documented, reviewed, and updated regularly.

Stay informed about regulatory changes and collaborate with stakeholders to ensure controlled implementation.

Identify opportunities to enhance efficiency, improve financial processes, and reduce costs while maintaining compliance.

Support internal and external audits for clients and PoloWorks.

Maintain information security protocols in daily operations.

Contribute to additional projects and tasks as required.



Adherence to client service-level agreements (SLAs).

Accuracy and compliance with quality standards.

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Skills, Knowledge & Expertise

Experience in general insurance finance is beneficial but not required.
Commitment to high professional and ethical standards.
Strong interpersonal skills and ability to collaborate effectively.
Client-focused with a proactive and solutions-driven mindset.
Commercial awareness and financial acumen.
Strong organizational skills with the ability to manage competing priorities.
Excellent communication skills, both verbal and written.
Analytical and problem-solving abilities.
Proficiency in Microsoft Excel, Word, and Outlook

Knowledge of SUN/Q&A accounting software and internet banking is beneficial but not required.

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


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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#

About 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.


Recognised as a

Great Place to Work certified company

and listed among the

Best Workplaces in Financial Services & Insurance

, PoloWorks is proud of its positive culture and commitment to its people. 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.