Financial Controller - Wealth Management

JR United Kingdom; Lincoln; On-site; GBP 60,000 - 80,000; Full time

Job summary

A well-established banking institution in Lincoln seeks a Financial Controller to oversee finance operations. Key responsibilities include maintaining compliance with financial regulations, managing internal controls, and supervising a small team. Suitable candidates are qualified accountants with over 5 years of relevant experience and a proactive approach to financial management.

Qualifications

• Qualified accountant with substantial experience as a Financial Controller.
• Experience in team management.
• Ability to meet strict deadlines.

Responsibilities

• Managing day-to-day finance operations with a team of two.
• Completing all HMRC filings and returns, including corporation taxes and VAT.
• Preparing formal year-end statutory accounts and coordinating audits.

Skills

Analytical mindset

Attention to detail

Education

ACA/ACCA/CIMA

Job description

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Client:

MW Recruitment Limited

Location:

Lincoln, 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 investigating 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 policies. Liaising with group tax team and HMRC on inquiries
• Preparation of formal year-end statutory accounts and coordinating annual external audit activities, liaising with external auditors
• Overseeing bank reconciliations and maintaining cash flow forecasts to ensure funds are available to meet obligations
• Driving team’s automation strategy, with scope to redesign manual processes, particularly around financial operations
• Deputising for Head of Finance as appropriate
• Regulatory reporting, including liquidity and capital requirements calculations, analysis, and management under ICARA regime

Experience/Qualifications

Qualified accountant with substantial experience as a Financial Controller

Experience in team management

Analytical mindset, excited by new challenges and creating new processes

Ability to work with high accuracy and meet strict deadlines

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