Financial Controller - Wealth Management

JR United Kingdom; City of Edinburgh; On-site; GBP 45,000 - 70,000; Full time

Job summary

A well-established banking institution is seeking a Financial Controller for their Wealth and Asset Management arm in Edinburgh. This role involves managing finance operations, overseeing compliance with financial regulations, and preparing statutory accounts. The ideal candidate will be a qualified accountant with substantial experience and a proactive approach to challenges.

Qualifications

• Qualified accountant with strong experience as a Financial Controller.
• At least 5 years post-qualification experience.
• Excited by new challenges and process improvements.

Responsibilities

• Managing day-to-day finance operations with a team of two direct reports.
• Performing accounting functions in compliance with UK GAAP and IFRS.
• Preparing formal year-end statutory accounts and coordinating external audit activities.

Skills

Analytical mindset

Team management

Process improvements

Education

ACA/ACCA/CIMA

Job description

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Client:

MW Recruitment Limited

Location:

Edinburgh, 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, as well as 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 conducting 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 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 team’s automation strategy to redesign manual processes, especially in financial operations
• Deputizing for the Head of Finance as needed
• Handling regulatory reporting, liquidity, and capital requirements calculations 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 process improvements

Ability to work accurately and meet strict deadlines

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