Financial Controller - Wealth Management

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

Job summary

A well-established banking institution is seeking a Financial Controller to join their Wealth and Asset Management team. In this role, you will oversee finance operations, ensure compliance, and drive automation strategies within the team, contributing significantly to the financial integrity and success of the organization.

Qualifications

• Qualified accountant with strong experience as a Financial Controller.
• Minimum of 5 years post-qualified experience.
• Ability to work accurately and meet strict deadlines.

Responsibilities

• Managing day-to-day finance operations with direct reports.
• Maintaining internal controls over financial reporting.
• Completing HMRC filings and returns.

Skills

Analytical mindset

Team management

Education

ACA

ACCA

CIMA

Job description

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Client:

MW Recruitment Limited

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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 accounting functions 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 audits.
• Overseeing bank reconciliations and maintaining cash flow forecasts.
• Driving automation strategies within the team to redesign manual processes, especially in financial operations.
• Deputizing for the Head of Finance as needed.
• Handling regulatory reporting, liquidity, and capital requirements calculations and management under the ICARA regime.

Experience/Qualifications

Qualified accountant with strong experience as a Financial Controller.

Experience in team management.

Analytical mindset, eager to tackle new challenges and create new processes.

Ability to work accurately and meet strict deadlines.

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