19 jobs in PoloWorks

PoloWorks is seeking a PMO Analyst based in Cheltenham to enhance project management across syndicates. The successful candidate will handle RAID management, produce dashboards for decision-making, and engage actively with stakeholders to ensure consistency in PMO adoption.

This role demands strong analytical skills and a familiarity with various PMO tools and processes. A competitive salary and excellent benefits, including hybrid working, are part of the package.

Syndicate Financial Controller

Department: Managing Agency

Employment Type: Permanent

Location: London

The Syndicate Financial Controller ("SFC") manages all aspects of the reporting and accounting for two to three of PMA's managed syndicates. The responsibilities involve controlling the production of GAAP accounts, Lloyds regulatory returns, and external reporting for the Syndicate Management Committees and Audit Committee and maintaining an effective control environment.

This is a client-facing role; Polo Managing Agency is a Third-party Managing Agency, managing syndicates on behalf of third-party capital providers. The role requires a deep knowledge of insurance accounting and Lloyd's reporting.

This role requires liaison across several divisions of the Polo group to facilitate the timely production of accurate financial information and working in a growing company and in a change-focused environment. The role will be supported by a Syndicate accountant in London and a team of accountants based in Cheltenham who are primarily responsible for compiling and producing the syndicate financial and regulatory reports.

• Manage all aspects of the Polo managed syndicate's reporting and accounting.
• Assist in onboarding new syndicates, and potentially helping syndicates migrate to their own Managing Agent (if that is their longer term strategy).
• Review and recommend for submission all Lloyd's quarterly and annual regulatory returns.
• Standardization of external reporting; Review/approval of CFO/FD/Finance reports, Audit Committee Financial Reports.
• Effectively manage the quarterly close process and reporting requirements, and in doing so, manage, execute and dictate process, timetables and deliverables to all stakeholders - internally and externally.
• Manage the external audit timetable and process across all departments that contribute to the audit client schedule list. Work closely with the FD to manage the syndicate auditors and the resolution of audit issues arising as required.
• Working in conjunction with the FD to on‑board the accounting and reporting requirements for any newly acquired syndicates.
• Assist with technical accounting for transactions, including RITCs, and develop Board papers accordingly.
• Working with the wider syndicate finance teams to develop and streamline reporting processes in a standardised and uniform manner.
• Driving the development of reporting systems and processes capable of meeting the demands of an evolving business area.
• Provision of timely high quality management accounting information to all business units using the Syndicates together with extensive business partnering between finance, actuarial, data/MI and claims teams.
• Own, drive and continuously seek to improve the Syndicates reporting processes.
• Production of timely, insightful, and strategic financial MI for management and the Board.
• Ensure appropriate Financial Controls are in place and operating effectively (in line with the Group financial controls framework) and where required, identify, and close any financial control gaps affecting financial reporting, forecasting and out of tolerance financial risks.
• Develop a suite of financial risk management reports / dashboards covering risk of financial misstatement, liquidity risk, capital risk, credit risk and tax working collaboratively with subject matter experts from other Group teams.
• Lead, motivate and develop the team including managing their engagement through the embedding of new/improved financial processes.
• Effective change agent - comfortable working in an agile way.

• Degree level, fully qualified accountant.
• Essential to be experienced in Syndicate/Lloyds and Insurance reporting.
• Strong GAAP technical knowledge and good regulatory understanding - specifically within insurance.
• Highly numerate and analytical, disciplined, and organised, strong system understanding, proven leadership capabilities, ability to communicate and motivate across all levels of the business.
• Team player with a demonstrable ability to work under pressure and be flexible.
• Good verbal and written communication skills.

• Competitive salary, discretionary annual bonus, and a minimum 26 days of annual leave (with the option to buy more).
• Excellent benefits package, including flexible, hybrid working, private health insurance, life assurance, income protection, enhanced pension contributions, and occupational maternity and paternity pay.
• Access to company volunteering days, an Electric Vehicle (EV) leasing scheme, an employee assistance programme with retail discounts and savings.
• Generous employee referral scheme and regular sports and social events.

Polo Managing Agency in London is seeking a Syndicate Financial Controller to oversee the reporting and accounting for two to three syndicates, ensuring GAAP accounts, Lloyd's regulatory returns, and external reporting meet the highest standards.

This client-facing role requires deep knowledge of insurance accounting and Lloyd's reporting, with collaboration across the Polo group to deliver timely, accurate financial information and strong financial controls.

Description

Are you ready to take your insurance career to the next level? PoloWorks is seeking a detail‑oriented and motivated Senior Insurance Specialist to join our Underwriting Services (UWS) team. This is a fantastic opportunity to apply your insurance knowledge in a dynamic and collaborative environment where your contributions truly make a difference.

Department: Underwriting

Location: Cheltenham

Compensation: £27,300 - £30,000 / year

Process London Market Insurance underwriting data following established procedural guides.

Analyse technical data and calculate transactions, including limits, premiums, and deductions.

Manage internal and external queries to ensure accuracy and efficiency in data processing.

Provide training, support, and guidance to team members.

Organise documentation to facilitate smooth data processing.

Contribute to internal and external (client) reporting.

Relevant experience within the insurance sector

Strong attention to detail with a focus on service quality and client satisfaction.

Effective verbal and written communication skills.

Ability to work independently while also collaborating within a team.

Capability to provide training, support, and guidance to colleagues.

Strong planning and organizational skills.

Strong understanding of the insurance market, structure, practices, and regulations.

Familiarity with services provided by PCIS and specifically UWIS.

Experience with direct and reinsurance placements.

Ability to interpret insurance documentation and data accurately.

Knowledge of relevant classes of business and the ability to engage in meaningful discussions with client operations and underwriting teams.

Minimum of 5 GCSEs (or equivalent) at Grade 4 or above, including Mathematics and English.

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

As well as a competitive salary, discretionary annual bonus, and up to 26 days of annual leave (with the option to buy or sell up to 5 days using our Annual Leave Flex Benefit), you will also get an excellent benefits package, including flexible, hybrid working, life assurance, private medical insurance, 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.

Benefits Band 1

Overview

This role provides dedicated business analysis support to the replacement finance system project within Polo Works. The Business Analyst (BA) will work closely with business users, delivery teams, and technology partners to gather, understand and document clear requirements and support delivery through the full project lifecycle. In particular, the BA for this project also leads interfaces with the HR system, the end-to-end automated invoicing process, and the replacement of the time recording processes and system.

Location: Cheltenham

Compensation: £600 / day

• Capture and document business requirements, processes, and data needs for new and existing change initiatives.
• Work with stakeholders across PoloWorks and, where required, Marco functions including operations, finance, underwriting support, and technology.
• Support analysis and mapping of data flows between core systems and work/time recording mechanism and data sources, including HR, finance, operations and reporting tools.
• Produce clear and structured documentation such as requirement specifications, user stories, business cases, process maps, and Standard Operating Procedures.
• Collaborate with delivery teams to ensure requirements are understood, developed, and tested appropriately.
• Support test planning and execution including defining test cases and participating in UAT.
• Participate in the planning, business readiness and execution of the cutover from old to new business processes including the smooth transition of both systems and workflows.
• Contribute to the ongoing improvement of business processes, identifying areas for optimisation or automation.
• Facilitate stakeholder meetings, requirements workshops, and project stand-ups.
• Work with project managers to track progress, highlight risks and ensure successful delivery of business outcomes.

• Proven experience as a Business Analyst within an insurance or financial services environment.
• Strong analytical skills with experience documenting requirements, processes, and data logic.
• Understanding of data structures and familiarity with working on data/reporting initiatives.
• Ability to build effective relationships with business and technical stakeholders at all levels.
• Experience in producing documentation including process flows, data flows, operating procedures, and test plans.
• Strong verbal and written communication skills, including stakeholder facilitation and presentation.
• Comfortable working in an environment of evolving priorities and concurrent projects.
• Experience of transitioning a business from one finance system to another.

• Experience of working within the insurance sector.
• Experience implementing Sage Intacct and, ideally, some experience of SunAccounts 6.3.
• Experience using tools such as Jira, Azure DevOps, Visio, and Excel.
• Understanding of agile and waterfall project delivery methods.

• 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

• Research, Analyst, and Information Technology
• Industries: Insurance

Overview

We are seeking a highly organised and analytical PMO Analyst to join us on an initial 6 month FTC to support project governance, planning, progress tracking, and reporting across a diverse portfolio of projects. This role plays a key part in ensuring projects are well controlled, accurately reported, and aligned with organisational priorities, while maintaining high-quality documentation and strong stakeholder relationships.

Department: Project Management

Location: Cheltenham

• Support project planning, scheduling, and delivery tracking.
• Analyse project progress and report on performance against timelines and budgets.
• Coordinate with cross-functional teams to ensure alignment and delivery consistency.
• Maintain project documentation, including project plans, status reports, risk logs, and change logs.
• Ensure consistent tracking of tasks, milestones, risks, dependencies, and deliverables across the portfolio.
• Analyse project data to identify trends, variances, risks, and opportunities for process improvement.
• Produce dashboards, status reports, and presentations for senior stakeholders.
• Track KPIs, milestones, and deliverables across multiple projects.
• Translate complex data into clear, actionable insights.
• Maintain RAID logs across projects.
• Support the development of mitigation strategies and assist with escalation where required.
• Maintain and update resource allocation schedules.
• Oversee project plans and collaboration tools such as MS Project, SharePoint, Teams, Jira, and Azure DevOps.
• Draft, coordinate, and distribute project reports.
• Support stakeholder engagement and alignment across delivery teams.

• Minimum of 3 years’ experience in a project support, PMO, or similar role.
• Strong understanding of project management methodologies, including Agile and Waterfall.
• High level of proficiency in MS Office, particularly Excel and PowerPoint.
• Experience using project and delivery tools such as MS Project, Jira, Azure DevOps, and Power BI.

As well as a competitive salary, discretionary annual bonus, and a minimum 24 days of annual leave (with the option to buy or sell up to 5 days using our Annual Leave Flex Benefit), 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.