Financial Controller - Wealth Management

JR United Kingdom; Chesterfield; On-site; GBP 40,000 - 60,000; Full time

Job summary

A well-established banking institution in Chesterfield is seeking a Financial Controller to lead their Wealth and Asset Management division. The role includes managing finance operations, ensuring regulatory compliance, and providing financial analysis and reporting. Ideal candidates will hold an ACA, ACCA, or CIMA qualification with significant experience in a similar role and possess strong analytical and leadership skills.

Qualifications

• Qualified accountant with significant experience as a Financial Controller.
• At least 5 years of post-qualification experience.
• Analytical mindset with an ability to work accurately under 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 with UK GAAP and IFRS.
• Completing HMRC filings, including corporation taxes and VAT, and liaising with tax teams.

Skills

Team Management

Financial Analysis

Regulatory Compliance

Process Improvement

Education

ACA

ACCA

CIMA

Job description

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Financial Controller - Wealth Management, Chesterfield

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Client:

MW Recruitment Limited

Location:

Chesterfield, 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. Responsibilities 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 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 around financial operations.
• Deputizing for the Head of Finance as appropriate.
• Handling regulatory reporting, liquidity, and capital requirements under the 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, or CIMA, with at least 5 years of post-qualification experience.