Financial Controller - Wealth Management

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

Job summary

A well-established banking institution in Worcester is seeking a Financial Controller for their Wealth Management division. The ideal candidate will have substantial experience in finance operations, a solid accounting background, and the ability to lead a team effectively. Responsibilities include managing financial reporting, ensuring compliance with regulations, and driving process improvements.

Qualifications

• Qualified accountant with substantial experience as a Financial Controller.
• Five years post-qualified experience required.
• Ability to meet strict deadlines and high accuracy is essential.

Responsibilities

• Manage day-to-day finance operations with a team of two.
• Complete all HMRC filings and returns, including corporation taxes.
• Prepare year-end statutory accounts and coordinate external audit.

Skills

Analytical mindset

Team management

Attention to detail

Education

ACA/ACCA/CIMA

Job description

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Financial Controller - Wealth Management, Worcester

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Client:

MW Recruitment Limited

Location:

Worcester, 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, 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 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 the group tax team and HMRC on inquiries.
• Preparation of formal year-end statutory accounts and coordinating annual external audit activities, liaising with external auditors.
• Overseeing bank reconciliations and maintaining cash flow forecasts to ensure funds are available to meet obligations.
• Assisting in driving the team’s automation strategy, with scope to redesign manual processes, especially 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 substantial experience as a Financial Controller.

Experience in team management.

Analytical mindset, 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.