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Ledger Management and Credit Control Assistant

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PoloWorks

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Location:
United Kingdom , Cheltenham

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Category:
Finance

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Contract Type:
Not provided

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Salary:

25000.00 - 30000.00 GBP / Year
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Job Description:

We are looking to grow our Ledger Management – Credit Control Team to accommodate new business. The role is to assist the team in ensuring that all transaction processing, administration, reconciliation and reporting tasks are carried out in an efficient, accurate and timely manner.

Job Responsibility:

  • Investigation/resolution of both legacy and current cash issues
  • Daily cash book/Ledger maintenance
  • Review of bank statements/settlement advices
  • Input settlement transactions to various client systems
  • Cash allocation and maintenance of related documentation
  • Raising payments, obtaining required authorisations
  • Prepare and process journals
  • Investigating, monitoring & chasing overdue unsettled premium
  • Prepare various reconciliations for both internal and client purposes
  • Update internal reporting summaries as required
  • Summarise and manipulate data to obtain information in required format
  • Review and update of Client procedure manuals. Contributing to the implementation of new procedures and suggesting improvements to existing systems
  • Carry out other ad hoc tasks as required

Requirements:

  • Self-motivated, can work well individually or within a team
  • Good communicator and team player with a committed, positive attitude
  • Able to prioritise workload and meet deadlines
  • Keen eye for detail & Investigative mind. Effective problem-solving skills
  • MS Excel skills, particularly using filters, lookups and pivots
  • Some previous experience in an administration environment would be beneficial but is not essential
  • Demonstrates behaviors aligned to the PoloWorks PRIDE values

Nice to have:

  • Experience with the Insurance industry would be beneficial but is not essential
  • Experience working with Ledgers/Cash Management would be beneficial but is not essential
What we offer:
  • Discretionary annual bonus
  • Minimum 24 days of annual leave (with the option to buy more)
  • Flexible, hybrid working
  • Life assurance
  • Income protection
  • Enhanced pension contributions
  • Occupational maternity and paternity pay
  • Company volunteering days
  • Electric Vehicle (EV) leasing scheme
  • Employee assistance programme with retail discounts and savings
  • Generous employee referral scheme
  • Regular sports and social events
  • Free Cheltenham bus travel

Additional Information:

Job Posted:
March 22, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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