Financial Controller - Wealth Management

JR United Kingdom; Sheffield; On-site; GBP 50,000 - 70,000; Full time

Job summary

A well-established banking institution seeks a Financial Controller for their Wealth and Asset Management arm in Sheffield. This role involves managing financial operations, ensuring compliance with regulations, and producing detailed financial reports. The ideal candidate is a qualified accountant with strong leadership skills and analytical abilities, ready to take on new challenges.

Qualifications

• Qualified accountant with strong experience as a Financial Controller.
• Minimum of 5 years post-qualified experience.
• Ability to work with high accuracy and meet strict deadlines.

Responsibilities

• Managing day-to-day finance operations with a team of two direct reports.
• Performing all related accounting functions to maintain the general ledger in compliance with UK GAAP.
• Preparing formal year-end statutory accounts and coordinating external audit activities.

Skills

Team Management

Analytical Mind

High Accuracy

Education

ACA/ACCA/CIMA Qualified

Job description

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Financial Controller - Wealth Management, Sheffield, South Yorkshire

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Client:

MW Recruitment Limited

Location:

Sheffield, South Yorkshire, 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
• Preparing formal year-end statutory accounts and coordinating external audit activities, 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, particularly around financial operations
• Deputising for the Head of Finance as appropriate
• Regulatory reporting, including 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 minded and excited by new challenges and creating new processes

Ability to work with high accuracy and meet strict deadlines

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