Financial Professional

1 week ago

Waterlooville, Hampshire, United Kingdom Rafferty Resourcing Ltd Full time
About the Role

Rafferty Resourcing Ltd is seeking a highly skilled and experienced Financial Professional to join their team. As a key member of the team, you will be responsible for providing exceptional client care, onboarding new clients, and evaluating tax guidance for clients.

Key Responsibilities
  • Provide first-class client care via phone, email, and in-person interactions
  • Onboard new clients and integrate them into your portfolio
  • Evaluate and provide tax guidance for clients, optimizing their tax efficiency
  • Complete, review, and prepare book-keeping and VAT returns as required
  • Liaise between clients and HM Revenue & Customs to resolve queries
  • Maintain electronic filing of books and records
  • Efficiently manage client administration and records
  • Engage in tasks necessary to support the smooth running of the office environment
  • Prepare and execute year-end client meetings as required
  • Ensure all internal and statutory deadlines are met
Requirements
  • Membership to a professional body (does not need to be a chartered body)
  • At least 2 years accounting practice experience
  • Ability to work well under pressure for internal and external deadlines
  • Effective communication skills for internal and external interactions
  • Good knowledge and understanding of QuickBooks and Xero
  • Strong time management skills and ability to prioritize tasks effectively
  • Dedication to providing exceptional customer service
  • Positive, friendly, and professional appearance for an office environment
  • Eagerness to learn and improve skills for personal development
  • Self-motivated and confident to seek assistance when necessary
About Rafferty Resourcing Ltd

Rafferty Resourcing Ltd is an award-winning recruitment consultancy specializing in Head Office recruitment. We are acting as an employment agency for this permanent position and supporting our client with the recruitment process.

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