Financial Controller - Wealth Management

JR United Kingdom; Wakefield; On-site; GBP 60,000 - 80,000; Full time

Job summary

A well-established banking institution is seeking a Financial Controller to join their Wealth and Asset Management arm in Wakefield. This role involves maintaining internal controls over financial reporting, managing a small team, and automating financial operations. The ideal candidate will have substantial experience in a similar role and strong qualifications.

Qualifications

• Qualified accountant with substantial experience as a Financial Controller.
• At least 5 years of post-qualification experience.
• Ability to work accurately and meet strict deadlines.

Responsibilities

• Managing day-to-day finance operations with a team of two.
• Preparing formal year-end statutory accounts and coordinating external audits.
• Completing HMRC filings and liaising with the tax team on inquiries.

Skills

Analytical mindset

Team management

Financial analysis

Risk management

Education

ACA/ACCA/CIMA

Job description

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Financial Controller - Wealth Management, Wakefield

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Client:

MW Recruitment Limited

Location:

Wakefield, 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. Responsibilities include maintaining internal controls over financial, tax, and 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 required to maintain the general ledger in compliance with UK GAAP, IFRS, and company policies
• Analyzing financial data, generating monthly trend reports, and performing 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 group tax team and HMRC on inquiries
• Preparing formal year-end statutory accounts and coordinating external audits
• Overseeing bank reconciliations and maintaining cash flow forecasts
• Driving the team's automation strategy by redesigning manual processes around financial operations
• Deputizing for the Head of Finance as appropriate
• Handling regulatory reporting, liquidity, and capital requirements calculations and management under ICARA regime

Experience/Qualifications

Qualified accountant with substantial experience as a Financial Controller

Experience in team management

Analytical mindset, eager to face new challenges and create new processes

Ability to work accurately and meet strict deadlines

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