Financial Controller - Wealth Management

JR United Kingdom; Bolton; On-site; GBP 50,000 - 70,000; Full time

Job summary

A well-established banking institution is seeking a Financial Controller for their Wealth and Asset Management division in Bolton. The role involves managing financial operations, maintaining compliance with regulations, and leading a small team. Ideal candidates will have a strong accounting background and at least 5 years of post-qualification experience, along with excellent analytical skills and the ability to work under pressure.

Qualifications

• Qualified accountant with 5 years post qualified experience as a Financial Controller.
• Experience in team management and analytical minded.
• Ability to meet strict deadlines with high accuracy.

Responsibilities

• Managing day-to-day finance operations with a team of two.
• Completing HMRC filings and returns, including corporation taxes and VAT.
• Preparation of formal year-end statutory accounts.

Skills

Analytical skills

Team management

Financial reporting

Risk management

Education

ACA/ACCA/CIMA qualified

Job description

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Financial Controller - Wealth Management, bolton, greater manchester

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Client:

MW Recruitment Limited

Location:

bolton, greater manchester, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

2

Posted:

06.06.2025

Expiry Date:

21.07.2025

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Job Description:

A well established banking institution is seeking a Financial Controller to join their Wealth and Asset Management arm, duties will include maintaining internal controls over financial, tax, 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 policy and procedures
• Analytical review and analysis of financial data and generating monthly trend reports and balance sheet reconciliations ensuring financial statement accuracy and investigating variances
• Monitor and manage financial risks in-line with compliance and regulations
• Complete all HMRC filings and returns including corporation taxes and VAT in accordance with tax policy. Ad-hoc liaison with group tax team and HMRC on enquiries arising
• Preparation of formal year end statutory accounts - coordinating annual external audit activities within the business. and liaising with external auditors
• Oversight of bank reconciliations and maintenance of cash flow forecasts to ensure funds are available to meet obligations
• Help to drive team’s automation strategy, with huge scope to redesign some existing manual processes, particularly around financial operations
• Deputise for Head of Finance as appropriate
• Regulatory reporting. Liquidity and capital requirements calculations, analysis and management under ICARA regime

Experience/Qualifications

Qualified accountant with a strong experience as a Financial Controller

Experience in team management

Analytical minded and excited by new challenges and creating new processes

Ability to work with a high level of accuracy and meet strict deadlines

Academic: ACA/ ACCA/CIMA qualified with a minimum of 5 years post qualified experience