Financial Controller - Wealth Management

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

Job summary

A well-established banking institution is seeking a Financial Controller for their Wealth and Asset Management arm in Bristol. The successful candidate will manage finance operations, ensure compliance with financial regulations, and drive process improvements. This is an exciting opportunity for a qualified accountant looking to take on leadership responsibilities in a dynamic environment.

Qualifications

• Qualified accountant with significant experience as a Financial Controller.
• Minimum 5 years post-qualified experience.
• Ability to work accurately and meet strict deadlines.

Responsibilities

• Managing day-to-day finance operations with a team of two direct reports.
• Performing all accounting functions to maintain the general ledger in compliance.
• Analyzing financial data and preparing formal year-end statutory accounts.

Skills

Analytical mindset

Team management

Process improvement

Education

ACA/ACCA/CIMA qualification

Job description

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Client:

MW Recruitment Limited

Location:

bristol, 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 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 policies
• Analyzing financial data, generating monthly trend reports, and performing balance sheet reconciliations to ensure financial statement accuracy and investigate variances
• Monitoring and managing financial risks in line with compliance and regulations
• Completing all HMRC filings and returns, including corporation taxes and VAT, in accordance with tax policies, and liaising with group tax team and HMRC on enquiries
• Preparing formal year-end statutory accounts and coordinating external audit activities
• Overseeing bank reconciliations and maintaining cash flow forecasts to ensure funds are available to meet obligations
• Driving the team’s automation strategy by redesigning manual processes, especially around financial operations
• Deputising for the Head of Finance as appropriate
• Handling regulatory reporting, liquidity, and capital requirements calculations, analysis, and management under ICARA regime

Experience/Qualifications

Qualified accountant with significant experience as a Financial Controller

Experience in team management

Analytical mindset, excited by new challenges and process improvements

Ability to work accurately and meet strict deadlines

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