Financial Controller - Wealth Management

JR United Kingdom; Bath; On-site; GBP 60,000 - 80,000; Full time

Job summary

Une institution bancaire bien établie recherche un Financial Controller pour rejoindre son secteur Wealth and Asset Management. Le rôle implique la gestion des opérations financières, le maintien de la conformité réglementaire et la supervision des rapports financiers. À ce poste, vous dirigerez une petite équipe tout en assurant l'exactitude des données financières et des délais d'exécution stricts.

Qualifications

• Expert-comptable avec une expérience significative en tant que Financial Controller.
• Capacité à travailler avec précision et à respecter des délais stricts.
• Mentalité analytique, désireux de relever de nouveaux défis.

Responsibilities

• Gestion des opérations financières quotidiennes avec une équipe de deux personnes.
• Préparation des comptes statutaires annuels et coordination des activités d'audit externe.
• Surveillance et gestion des risques financiers conformément à la réglementation.

Skills

Gestion d'équipe

Analyse financière

Conformité réglementaire

Education

ACA/ACCA/CIMA

Job description

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Financial Controller - Wealth Management, Bath

Client:

MW Recruitment Limited

Location:

Bath, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

2

Posted:

06.06.2025

Expiry Date:

21.07.2025

Job Description:

A well-established banking institution is seeking a Financial Controller to join their Wealth and Asset Management arm. Duties include maintaining internal controls over financial, tax, and regulatory reporting, and producing commentary to support management and forecasting.

Main Responsibilities

• Managing day-to-day finance operations with a team of two direct reports
• Performing all related accounting functions required to maintain the general ledger in compliance with UK GAAP, IFRS, and company policies
• Analyzing financial data, generating monthly trend reports, and performing balance sheet reconciliations to ensure accuracy and investigate variances
• Monitoring and managing financial risks in line with compliance and regulations
• Completing HMRC filings and returns, including corporation taxes and VAT, and liaising with the group tax team and HMRC on inquiries
• Preparing formal year-end statutory accounts and coordinating external audit activities
• Overseeing bank reconciliations and maintaining cash flow forecasts to meet obligations
• Driving the team’s automation strategy to redesign manual processes, especially in financial operations
• Deputising for the Head of Finance as needed
• Handling regulatory reporting, liquidity, and capital requirements calculations, analysis, and management under the ICARA regime

Experience/Qualifications

Qualified accountant with significant experience as a Financial Controller

Experience in team management

Analytical mindset, eager to face new challenges and create new processes

Ability to work accurately and meet strict deadlines

Academic qualifications: ACA/ACCA/CIMA with at least 5 years post-qualified experience