Financial Controller - Wealth Management

JR United Kingdom; Stevenage; On-site; GBP 55,000 - 75,000; Full time

Job summary

A well-established banking institution is seeking a Financial Controller in Stevenage to oversee finance operations in their Wealth and Asset Management sector. The role includes managing a finance team, ensuring compliance with financial regulations, and driving process improvements. Candidates should possess qualifications such as ACA/ACCA/CIMA and have at least 5 years of relevant experience.

Qualifications

• Qualified accountant with significant experience as a Financial Controller.
• At least 5 years post-qualification experience.
• Experience in team management and process improvements.

Responsibilities

• Managing day-to-day finance operations with a team of two.
• Performing accounting functions to maintain compliance with UK GAAP and IFRS.
• Analyzing financial data and conducting balance sheet reconciliations.

Skills

Analytical mindset

Team management

High accuracy

Education

ACA/ACCA/CIMA

Job description

Social network you want to login/join with:

Financial Controller - Wealth Management, Stevenage

col-narrow-left

Client:

MW Recruitment Limited

Location:

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Views:

2

Posted:

06.06.2023

Expiry Date:

21.07.2023

col-wide

Job Description:

A well-established banking institution is seeking a Financial Controller to join their Wealth and Asset Management arm. Responsibilities include maintaining internal controls over financial, tax, and regulatory reporting, as well as producing commentary to support management and forecasting.

Main Responsibilities

• Managing day-to-day finance operations with a team of two direct reports
• Performing all accounting functions required to maintain the general ledger in compliance with UK GAAP, IFRS, and company policies
• Analyzing financial data, generating monthly trend reports, and conducting balance sheet reconciliations to ensure accuracy and investigate variances
• Monitoring and managing financial risks in line with compliance and regulations
• Completing HMRC filings and returns, including corporation taxes and VAT, and liaising with the group tax team and HMRC on inquiries
• Preparing formal year-end statutory accounts and coordinating external audit activities
• Overseeing bank reconciliations and maintaining cash flow forecasts to meet obligations
• Driving the team's automation strategy by redesigning manual processes, especially in financial operations
• Deputizing for the Head of Finance as needed
• Handling regulatory reporting, liquidity, and capital requirements calculations and management under the ICARA regime

Experience/Qualifications

Qualified accountant with significant experience as a Financial Controller

Experience in team management

Analytical mindset, excited by new challenges and process improvements

High accuracy and ability to meet strict deadlines

Academic qualifications: ACA/ACCA/CIMA with at least 5 years post-qualification experience