Financial Controller - Wealth Management

JR United Kingdom; Oxford; 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 arm in Oxford. The role involves overseeing financial operations, compliance, and report generation, while fostering team development and driving automation strategies. The ideal candidate will be a qualified accountant with extensive experience and a keen analytical mindset, ready to tackle new challenges in a dynamic environment.

Qualifications

• Qualified accountant with strong experience as a Financial Controller.
• Minimum of 5 years post-qualified experience.

Responsibilities

• Managing day-to-day finance operations with a team of two direct reports.
• Completing all HMRC filings and returns, including corporation taxes and VAT.
• Driving the team’s automation strategy and redesigning existing processes.

Skills

Analytical mindset

Team management

Attention to detail

Education

ACA/ACCA/CIMA

Job description

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Client:

MW Recruitment Limited

Location:

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

Experience/Qualifications

Qualified accountant with strong experience as a Financial Controller

Experience in team management

Analytical mindset and enthusiasm for 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