Financial Controller - Wealth Management

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

Job summary

A well-established banking institution in Woking is seeking a Financial Controller for their Wealth Management arm. The role involves managing finance operations, maintaining financial compliance, and supporting key reporting functions. Ideal candidates are qualified accountants with strong analytical skills and significant leadership experience in financial operations.

Qualifications

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

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.
• Completing HMRC filings and returns, including corporation taxes and VAT.

Skills

Analytical mindset

Team management

Process improvements

Education

ACA/ACCA/CIMA

Job description

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Financial Controller - Wealth Management, Woking

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Client:

MW Recruitment Limited

Location:

Woking, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

2

Posted:

06.06.2023

Expiry Date:

21.07.2023

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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, 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 audit activities
• Overseeing bank reconciliations and maintaining cash flow forecasts
• Driving the team's automation strategy to redesign manual processes around financial operations
• Deputising for 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 for new challenges and process improvements

Ability to work accurately and meet strict deadlines

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