Financial Controller - Wealth Management

JR United Kingdom; Colchester; On-site; GBP 50,000 - 80,000; Full time

Job summary

A well-established banking institution in Colchester is seeking a Financial Controller for its Wealth and Asset Management division. The successful candidate will oversee financial operations, ensure compliance with regulations, and manage a team for effective financial control. Strong analytical skills, team management experience, and accounting qualifications (ACA/ACCA/CIMA) are essential for this senior role.

Qualifications

• Qualified accountant with significant experience as a Financial Controller.
• At least 5 years post-qualified experience.

Responsibilities

• Managing day-to-day finance operations with a team of two.
• Maintaining the general ledger in compliance with UK GAAP and IFRS.
• Overseeing bank reconciliations and maintaining cash flow forecasts.

Skills

Analytical mindset

Team management

Attention to detail

Education

ACA/ACCA/CIMA

Job description

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Client:

MW Recruitment Limited

Location:

Colchester, 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 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 policies 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. Liaising with group tax team and HMRC on inquiries as needed
• Preparation of formal year-end statutory accounts and coordinating external audit activities, liaising with auditors
• Overseeing bank reconciliations and maintaining cash flow forecasts to meet obligations
• Driving the team’s automation strategy, with scope to redesign manual processes, especially around financial operations
• Deputising for the Head of Finance as appropriate
• Regulatory reporting, including liquidity and capital requirement 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 at least 5 years post-qualified experience