Hybrid Client Finance Accountant

at PoloWorks

• Job title: Client Finance Accountant
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: Not specified
• Degree requirement: Professional Certificate
• Location requirements: Hybrid, Cheltenham, United Kingdom

About the role

• Client Finance Accountant providing professional accounting services focused on accuracy and compliance. Maintaining collaborative relationships with clients and ensuring inclusivity in approach.

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.
• Participate in additional projects and tasks as required.

Requirements

• 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
• **

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