Financial Controller - Wealth Management

JR United Kingdom; Reading; On-site; GBP 65,000 - 85,000; Full time

Job summary

A well-established banking institution seeks a Financial Controller for their Wealth and Asset Management arm. The role includes managing finance operations, preparing statutory accounts, and overseeing compliance. The ideal candidate will be a qualified accountant with significant experience and an analytical mindset. Strong leadership skills and an ability to drive automation in financial processes are essential.

Qualifications

• Qualified accountant with strong experience as a Financial Controller.
• Minimum of 5 years post-qualified experience.
• Experience in team management with an analytical mindset.

Responsibilities

• Managing day-to-day finance operations with a team.
• Preparation of formal year-end statutory accounts and coordinating external audit.
• Driving the automation strategy for financial operations.

Skills

Analytical mindset

Team management

Financial risk monitoring

High accuracy

Education

ACA

ACCA

CIMA

Job description

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Client:

MW Recruitment Limited

Location:

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

Experience/Qualifications

Qualified accountant with strong 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