Graduate Finance Assistant
This is an exciting opportunity to join the expanding Client Finance Team, in which the successful candidate will provide a professional accounting service to Clients. This includes ensuring you complete all responsibilities, services and deliverables below in an accurate, timely, relevant, compliant and cost-effective manner
We are a people-centric culture of togetherness, empowerment, and involvement. It is our team that makes PoloWorks.
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.
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.
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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
Job Benefits
As well as a competitive salary, discretionary annual bonus, and 23 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.
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.
With offices located in both London and Cheltenham, PoloWorks is poised for ambitious growth, presenting thrilling opportunities for those who join us on the next phase of our journey. By becoming part of our team, successful candidates will be joining a business recognized as a Great Place to Work Certified organisation, and honored with awards for Best Workplaces for Women and Best Workplaces in Financial Services and Insurance.
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.
Our Hiring Process
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