Senior Finance Manager - Wealth Planning / Wealth Management
Salary: £125,000 +benefits & discretionary bonus
Summary
Initially reporting to the Group Chief Financial Officer, this is a senior role within the Finance function, responsible for overseeing the delivery of financial direction and reporting to the growing Wealth Planning division of the business.
The role will lead the development of best-practice operational processes within the Wealth Planning business, focusing on the effective capture, maintenance, updating, and reporting of key financial measures. With recent rapid growth and further material growth planned, the role will lead the modernisation and systemisation of these processes, working alongside senior business leaders to ensure best practice is implemented efficiently and at scale.
The role will also challenge strategic decision-making, drawing on prior experience operating within a Wealth Planning business of scale.
Role Responsibilities
1. Lead Finance engagement in key Wealth Planning management committees and senior management interactions.
2. Ensure operational process changes within the Wealth Planning business incorporate the requirements for timely and accurate financial reporting.
3. Develop a close working relationship with the CFO, ensuring transparent reporting of priorities an...