Financial Controller - Wealth Management

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

Job summary

A well-established banking institution is seeking a Financial Controller to join their Wealth and Asset Management arm. The role includes managing finance operations, ensuring compliance with regulations, and preparing statutory accounts. This position requires a qualified accountant with leadership experience and analytical skills.

Qualifications

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

Responsibilities

• Managing day-to-day finance operations with a team of two direct reports.
• Completing all HMRC filings and returns, including corporation taxes and VAT.
• Preparation of formal year-end statutory accounts and coordinating audits.

Skills

Analytical mindset

Team management

Financial analysis

Process improvement

Education

ACA/ACCA/CIMA qualified

Job description

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Client:

MW Recruitment Limited

Location:

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 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 investigate 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, and liaising with group tax team and HMRC on inquiries
• Preparation of formal year-end statutory accounts, coordinating external audit activities, and liaising with auditors
• Overseeing bank reconciliations and maintaining cash flow forecasts 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 mindset, excited by new challenges and creating new processes

Ability to work accurately and meet deadlines

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