Financial Controller - Wealth Management

JR United Kingdom; Leeds; On-site; GBP 50,000 - 70,000; Full time

Job summary

A well-established banking institution in Leeds is seeking a Financial Controller for its Wealth and Asset Management division. The role involves overseeing financial operations, ensuring regulatory compliance, and leading a small team. Ideal candidates will be qualified accountants with extensive experience managing complex financial tasks and a proactive approach to improving processes.

Qualifications

• Qualified accountant with a minimum of 5 years post-qualified experience.
• Strong experience as a Financial Controller.
• Excited by new challenges and creating 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.
• Driving the team’s automation strategy to redesign manual processes.

Skills

Analytical mindset

Team management

Attention to detail

Education

ACA/ACCA/CIMA qualification

Job description

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Financial Controller - Wealth Management, Leeds, West Yorkshire

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Client:

MW Recruitment Limited

Location:

Leeds, West Yorkshire, 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 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
• Analytical review and analysis of financial data, generating monthly trend reports, and balance sheet reconciliations to ensure 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, 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
• Driving the team’s automation strategy to redesign manual processes around financial operations
• Deputising for Head of Finance as appropriate
• Regulatory reporting, liquidity, and capital requirements calculations 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 accurately and meet strict deadlines

Academic qualifications: ACA/ACCA/CIMA, with a minimum of 5 years post-qualified experience