Client Finance Analyst — Hybrid Role with Great Benefits

Polo; Cheltenham; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A financial services firm in Cheltenham is seeking a Client Finance Analyst to deliver exceptional financial services. This role involves maintaining accounting records, managing client relationships, and ensuring compliance with internal controls. The ideal candidate will have strong organizational and communication skills, with a proactive mindset. A competitive salary and a great benefits package including flexible working and health insurance are offered.

Benefits

Discretionary annual bonus

Private health insurance

Life assurance

Income protection

Enhanced pension contributions

Occupational maternity and paternity pay

Employee assistance programme

Employee referral scheme

Volunteering days

Free Cheltenham bus travel

Qualifications

• 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.

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.
• Assist in the preparation of management accounts and forecasts.
• Build and maintain professional relationships with clients.

Skills

Interpersonal skills

Client-focused mindset

Organizational skills

Communication skills

Analytical skills

Proficiency in Microsoft Excel

Knowledge of SUN/Q&A accounting software

Tools

Microsoft Excel

SUN/Q&A accounting software

Job description

A financial services firm in Cheltenham is seeking a Client Finance Analyst to deliver exceptional financial services. This role involves maintaining accounting records, managing client relationships, and ensuring compliance with internal controls. The ideal candidate will have strong organizational and communication skills, with a proactive mindset. A competitive salary and a great benefits package including flexible working and health insurance are offered.