Financial Controller - Wealth Management

JR United Kingdom; Preston; On-site; GBP 50,000 - 75,000; Full time

Job summary

A well-established banking institution in Preston is looking for a Financial Controller to lead their Wealth and Asset Management division. This role involves managing finance operations, ensuring compliance with financial regulations, and preparing statutory reports. Ideal candidates will be qualified accountants with significant experience and strong analytical skills.

Qualifications

• Qualified accountant with extensive experience as a Financial Controller.
• At least 5 years of post-qualified experience.
• Eager to tackle new challenges and improve processes.

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 and IFRS.
• Preparing year-end statutory accounts and coordinating external audits.

Skills

Analytical skills

Team management

High accuracy

Education

ACA/ACCA/CIMA

Job description

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Financial Controller - Wealth Management, Preston, Lancashire

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Client:

MW Recruitment Limited

Location:

Preston, Lancashire, 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 accounting functions to maintain the general ledger in compliance with UK GAAP, IFRS, and company policies
• Analyzing financial data, generating monthly trend reports, and reconciling balance sheets to ensure accuracy and investigate variances
• Monitoring and managing financial risks in line with compliance and regulations
• Completing HMRC filings, including corporation taxes and VAT, and liaising with tax authorities as needed
• Preparing year-end statutory accounts and coordinating external audits
• Overseeing bank reconciliations and maintaining cash flow forecasts
• Driving automation strategies to redesign manual processes in financial operations
• Deputising for the Head of Finance when required
• Handling regulatory reporting, liquidity, and capital requirements under the ICARA regime

Experience/Qualifications

Qualified accountant with extensive experience as a Financial Controller

Experience in team management

Analytical mindset, eager to tackle new challenges and improve processes

High accuracy and ability to meet strict deadlines

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