The Role
Provide professional accounting services to clients including maintenance and reconciliation of ledgers, preparation of management and statutory accounts, journals, payments, payroll processing, liaising with auditors/regulators, ensuring controls and compliance, assisting audits, and supporting team development and ad-hoc projects.
Summary Generated by Built In
Client Accountant delivering accurate, timely client accounting across ledgers, reporting, statutory and regulatory returns, payroll and payments. Builds strong client relationships, supports audits, and ensures robust controls, compliance and continuous improvement while collaborating with internal teams and third parties.
To provide professional accounting services to clients, ensuring accuracy, efficiency, and compliance with deadlines while maintaining an inclusive and collaborative approach.
Key Responsibilities
Delivering agreed services to clients which may include:
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.
Ensuring controls are as required and resolve any issues.
Assisting with recruitment, training, development, and succession planning.
Assisting with audits for clients.
Other ad-hoc projects and tasks.
Key Performance Indicators
Key Performance Indicators
Adherence to client SLA’s
Ability to meet quality standards
Commitment to achieving, maintaining and developing own competence
Upskilling wider team through knowledge sharing
Upskilling wider team through knowledge sharing
Key Relationships
Polo Works Clients and third parties
Client Finance team and wider Polo works stakeholders
Decision Making
Decision Making
Decisions taken within defined guidelines for role and client specific procedures.
Skills, Knowledge and Expertise
Experience of preparing management accounts and Annual reports and financial statements
A keen eye for detail and strong organisational skills
High professional ethics
Customer focused
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 Focused- we provide services we are proud of
- Empowering – we equip people to be their best
Knowledge and Qualifications
Qualified accountant or qualified by experience
Knowledge of general insurance finance, including regulatory returns is desirable
Good knowledge of SUN/Q&A accounting software is desirable
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
Benefits Band 2
About
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.
Skills Required
- Preparing management accounts, annual reports and financial statements
- Maintenance of client records and reconciliation of ledgers
- Preparing, reviewing and processing journals and reference data on ledger
- Approving payments and monitoring/resolving outstanding invoices/statements
- Monitoring cash movements and escalating when required
- Processing payroll on behalf of clients
- Liaising with regulatory bodies, auditors and clients
- Ensuring procedures and controls are documented, followed and updated
- Assisting with audits for clients
- Excellent MS Excel, Word and Outlook skills
- Qualified accountant or qualified by experience
- Knowledge of general insurance finance, including regulatory returns
- Good knowledge of SUN/Q&A accounting software
- Strong problem-solving, attention to detail and organisational skills
- Excellent verbal and written communication and team working skills
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The Company
What We Do
PoloWorks provides business advisory and outsourced services to (re)insurers and brokers within the insurance lifecycle, operating in the Lloyd’s and companies markets.
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