Client Finance Specialist — Hybrid

ACCA Careers; Cheltenham; Hybrid; GBP 32,000 - 43,000; Full time

Benefits offered by this job

Discretionary annual bonus

Hybrid working

Generous annual leave 24 days +

Life assurance and pension

EV leasing and employee discounts

Job summary

PoloWorks is a leading UK-based service provider in the insurance finance sector with offices in London and Cheltenham. We deliver accurate, compliant accounting services to our clients while maintaining high standards of financial discipline and risk management.

Join our Client Finance team to build strong client relationships, manage accounting records, and support dashboards, KPIs, and regulatory reporting.

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.
• Client-focused with a proactive, solutions-driven mindset.
• Commercial awareness and financial acumen.

Responsibilities

• Maintain accurate and up-to-date accounting records and ledgers.
• Process and verify transactions and reference data.
• Reconcile balance sheet and P&L items.
• Process payments within delegated authority and resolve outstanding invoices.
• Issue and manage invoices and statements for timely resolutions.
• Match receipts to outstanding debts and monitor cash balances.
• Assist in preparing management accounts, KPIs, forecasts, and regulatory returns.
• Support onboarding of new clients and closure of ceased accounts.
• Build relationships with clients, third parties, and internal teams.
• Identify risks and report to management; ensure controls are documented and updated.

Skills

Interpersonal skills

Client focus

Commercial awareness

Analytical thinking

Communication skills

Time management

Collaboration

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

SUN/Q&A accounting software

Job description

PoloWorks is a leading UK-based service provider in the insurance finance sector with offices in London and Cheltenham. We deliver accurate, compliant accounting services to our clients while maintaining high standards of financial discipline and risk management.

Join our Client Finance team to build strong client relationships, manage accounting records, and support dashboards, KPIs, and regulatory reporting.