Financial Controller - Wealth Management

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

Job summary

A well-established banking institution seeks a Financial Controller for their Wealth and Asset Management arm. You will guide financial operations, compliance, and reporting, while managing a dedicated team. This role is perfect for a qualified accountant with a minimum of 5 years' experience looking to drive efficiency in financial processes.

Qualifications

• Minimum of 5 years post-qualified experience.
• Qualified accountant with extensive experience as a Financial Controller.

Responsibilities

• Managing day-to-day finance operations with a team.
• Performing related accounting functions to maintain the general ledger.
• Preparing formal year-end statutory accounts and coordinating audits.

Skills

Analytical minded

Team management

High accuracy

Education

ACA/ACCA/CIMA

Job description

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Client:

MW Recruitment Limited

Location:

Telford, 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 and coordinating external audit activities, liaising with auditors
• Overseeing bank reconciliations and maintaining cash flow forecasts to ensure funds are available to meet obligations
• Driving team’s automation strategy, redesigning manual processes around financial operations
• Deputising for Head of Finance as appropriate
• Regulatory reporting, 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, 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