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Financial Professional

2 months ago

St Annes, Lancashire, United Kingdom Gap Personnel Full time

We are seeking a highly skilled Financial Professional to join our team at Gap Personnel. This is an exciting opportunity to work with a reputable company, providing exceptional service to our clients.

Job Summary:

  • Responsible for managing client portfolios, ensuring compliance deadlines are met, and preparing financial reports.
  • Assist with bookkeeping, using accounting software such as Xero and QuickBooks as needed.
  • Communicate with clients, both written and verbally, to ensure their financial needs are met.
  • Process payroll for clients and provide tax planning services.

Key Responsibilities:

  • Work independently or as part of a team to achieve financial goals.
  • Manage client relationships, building trust and ensuring their financial needs are met.
  • Stay up-to-date with accounting systems and software, ensuring compliance with regulatory requirements.
  • Provide exceptional customer service, responding to client inquiries and resolving issues promptly.

Requirements:

  • Experience in finance, accounting, or a related field.
  • Strong organizational and analytical skills, with attention to detail.
  • Ability to work independently and as part of a team.
  • Excellent communication and interpersonal skills.

What We Offer:

  • A competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.