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Financial Controller - Wealth Management

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Exclusively recruiting for a Financial Controller within a growing Investment Manager based in London. The company offers advisory services from offices in Jersey and the UK to clients globally. The Controller will manage all aspects of financial management within a dynamic and challenging investment management business. Your role will include oversight and management of all day-to-day accounting operations as well as informing strategic and long-term financial decision making.

The Financial Controller will report to the two wealth management boards and work closely with the Group Finance Director, with ample opportunity to manage internal stakeholders directly.

Responsibilities:

  • Prepare all financial statements and monthly management accounts for each jurisdiction and on a consolidated basis
  • Lead in the provision of management information to the boards of the relevant businesses
  • Oversee the audit process and liaise with external advisors where required
  • Ensure that all insurance requirements are met and regularly reviewed
  • Provide detailed financial forecasts and budgets
  • Support the business with the development and updating of its financial strategy
  • Ensure compliance with all financial, tax and regulatory legislation and reporting
  • Oversee payroll and related benefits providers for both jurisdictions
  • Assist with management and oversight of suppliers, ensuring timely payment of invoices
  • Undertake general management and control support for the business
  • Undertake any ad hoc project work that may be required
  • Take responsibility for company secretarial duties for the UK entities
  • Meet the requirements in relation to CPD

Requirements:

  • Fully qualified ACA, ACCA, or CIMA Accountant
  • Experience in senior stakeholder engagement within an FCA regulated business, (preferably wealth management) is desirable
  • Excellent communication and people skills - confident with explaining technical concepts in a straightforward manner to senior stakeholders.
  • A deep understanding of accounting complicated P&Ls across a range of varied businesses is essential.

You will need full working rights in the United Kingdom. Sponsorship is not available.

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates

Contract Type: FULL_TIME

Specialism: Banking & Financial Services

Focus: Fund Management

Industry: Banking

Salary: £80,000 - £90,000 per annum

Workplace Type: On-site

Experience Level: Mid Management

Location: City of London

Job Reference: MAUUM4-C1D81639

Date posted: 18 June 2024

Consultant: Kaitlin Ryan

Phone number:

kaitlin.ryan@robertwalters.com

Kaitlin Ryan

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