Financial Controller - Wealth Management

JR United Kingdom; Chelmsford; On-site; GBP 55,000 - 70,000; Full time

Job summary

A well-established banking institution in Chelmsford is seeking a Financial Controller to oversee their Wealth and Asset Management arm. The role involves managing finance operations, ensuring compliance with regulations, and preparing financial reports. The ideal candidate will have substantial experience, strong analytical skills, and relevant qualifications (ACA/ACCA/CIMA).

Qualifications

• Qualified accountant with substantial experience as a Financial Controller.
• At least 5 years post-qualified experience.
• Eager to face new challenges and develop new processes.

Responsibilities

• Managing day-to-day finance operations with a team of two direct reports.
• Performing accounting functions to maintain compliance with UK GAAP and IFRS.
• Completing HMRC filings and preparing year-end statutory accounts.

Skills

Analytical mindset

Team management

High accuracy

Education

ACA/ACCA/CIMA

Job description

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Financial Controller - Wealth Management, Chelmsford

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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 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 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 reconciling balance sheets to ensure accuracy and investigate variances.
• Monitoring and managing financial risks in line with compliance and regulations.
• Completing HMRC filings, 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 audits.
• Overseeing bank reconciliations and maintaining cash flow forecasts.
• Driving automation strategies to redesign manual processes in financial operations.
• Deputizing for the Head of Finance as appropriate.
• Handling regulatory reporting, liquidity, and capital requirements calculations under the ICARA regime.

Experience/Qualifications

Qualified accountant with substantial experience as a Financial Controller.

Experience in team management.

Analytical mindset, eager to face new challenges and develop new processes.

High accuracy and ability to meet strict deadlines.

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