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Financial controller - wealth management

Worcester
JR United Kingdom
Financial controller
€80,000 - €100,000 a year
Posted: 10 June
Offer 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

-


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.

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