Financial Controller - Wealth Management

JR United Kingdom; Plymouth; On-site; GBP 60,000 - 90,000; Full time

Job summary

A leading banking institution in Plymouth is seeking a Financial Controller to oversee their Wealth and Asset Management arm. You'll manage finance operations, ensure compliance, and drive automation strategies while delivering accurate financial reporting. This role demands a qualified accountant with significant experience, ready to tackle challenges in a dynamic environment.

Qualifications

• Minimum 5 years post qualified experience as a Financial Controller.
• Strong experience in managing finance operations.
• Excited by new challenges and improving processes.

Responsibilities

• Managing day-to-day finance operations with a team.
• Performing accounting functions to maintain the general ledger.
• Monitor financial risks and complete all HMRC filings.

Skills

Analytical skills

Team management

Regulatory reporting

Education

ACA/ ACCA/CIMA qualified

Job description

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Client:

MW Recruitment Limited

Location:

plymouth, 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 policy and procedures
• Analytical review and analysis of financial data and generating monthly trend reports and balance sheet reconciliations ensuring financial statement accuracy and investigating variances
• Monitor and manage financial risks in-line with compliance and regulations
• Complete all HMRC filings and returns including corporation taxes and VAT in accordance with tax policy. Ad-hoc liaison with group tax team and HMRC on enquiries arising
• Preparation of formal year end statutory accounts - coordinating annual external audit activities within the business. and liaising with external auditors
• Oversight of bank reconciliations and maintenance of cash flow forecasts to ensure funds are available to meet obligations
• Help to drive team’s automation strategy, with huge scope to redesign some existing manual processes, particularly around financial operations
• Deputise for Head of Finance as appropriate
• Regulatory reporting. Liquidity and capital requirements calculations, analysis and management under ICARA regime

Experience/Qualifications

Qualified accountant with a strong experience as a Financial Controller

Experience in team management

Analytical minded and excited by new challenges and creating new processes

Ability to work with a high level of accuracy and meet strict deadlines

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