Financial Controller - Wealth Management

JR United Kingdom; Cambridge; On-site; GBP 55,000 - 75,000; Full time

Job summary

A well-established banking institution seeks a Financial Controller for its Wealth and Asset Management division. This role involves financial oversight, team management, and ensuring compliance with UK regulations while driving process improvements. Ideal candidates will be qualified accountants with at least 5 years of leadership experience.

Qualifications

• Qualified accountant with strong experience as a Financial Controller.
• Minimum 5 years post-qualified experience.
• Ability to meet strict deadlines and work 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.
• Driving the team’s automation strategy in financial operations.

Skills

Analytical mindset

Team management

Financial analysis

Education

ACA/ACCA/CIMA

Job description

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Client:

MW Recruitment Limited

Location:

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, generating monthly trend reports, and 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 policy, and liaising with group tax team and HMRC on inquiries
• Preparation of 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, with scope to redesign manual processes, especially around financial operations
• Deputising for Head of Finance as appropriate
• Regulatory reporting, liquidity, and capital requirements calculations, analysis, and management under ICARA regime

Experience/Qualifications

Qualified accountant with strong experience as a Financial Controller

Experience in team management

Analytical mindset, excited by new challenges and creating new processes

Ability to work with high accuracy and meet strict deadlines

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