Financial Controller
JOB_51949474526110Job type
PermanentLocation
LondonWorking Pattern
Full-timeSpecialism
Asset ManagementIndustry
Banking & Financial ServicesPay
CompetitiveClosing date
31 Aug 2025
Financial Controller | Financial Markets | London
Your new company
A values-led wealth management firm is seeking individuals who are passionate about making finance a force for good. With a strong commitment to ethical investing, ESG principles, and expert financial planning, this organisation offers a unique opportunity to contribute to a more sustainable future.
If you're looking to join a forward-thinking team where purpose meets performance, this could be the perfect next step in your career.
Your new role
- Lead and manage all core financial operations, encompassing reporting, budgeting, forecasting, and cash flow oversight
- Produce monthly management accounts in line with internal policies and external regulatory standards
- Oversee capital adequacy and regulatory compliance, including preparation and submission of statutory returns (e.g. FCA, IFPR)
- Collaborate with the CEOs to shape and deliver financial strategies aligned with broader business objectives
- Present financial performance updates and strategic insights to the Board to inform decision-making
- Support fee harmonisation initiatives across investment management and financial planning, ensuring structures are commercially sound and compliant
- Liaise with external auditors, tax consultants, and regulatory bodies to maintain transparency and compliance
- Drive operational efficiency and continuous improvement across finance processes and systems
- Contribute to M&A evaluations, strategic planning, and investment analysis to support growth initiatives
- Manage a small finance team providing leadership and oversight
- Coordinate with the external Company Secretary to ensure statutory register obligations are fulfilled
- Administer the Company’s Share Incentive Plan (SIP) and executive share option schemes, including HMRC filings and share register maintenance
What you'll need to succeed
- Qualified, QBE or Finalists
- Five years of senior-level finance experience in wealth management, asset management, or broader financial services.
- Proven track record of leading and managing small finance teams, both directly and within matrix structures.
- Strong understanding of capital adequacy standards and regulatory frameworks, including FCA, IFPR, and MiFID II.
- Demonstrated expertise in compiling and submitting regulatory returns, with direct engagement with regulatory bodies.
- Experience in organising and optimising the capital structure of a wealth management business.
- Prior involvement in projects related to VAT removal and fee restructuring within a regulated environment.
- Skilled in producing board-level reporting and communicating effectively with executive leadership.
- Previous support in launching an OEIC and contributing to strategic financial initiatives.
- Proficient in financial systems and reporting platforms to drive business insight and ensure compliance.
- Strong analytical and problem-solving skills, with a proactive and adaptable approach in fast-paced environments.
- Excellent communication and presentation skills with a high level of integrity, discretion, and professionalism.
What you'll get in return
- Competitive Salary
- Medical Insurance
- 25 Days Annual Leave
- Flexible Working
- Company Pension Scheme
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Financial ControllerJOB_519494745261102025-08-222025-08-31
Talk to Zoe Chick, the specialist consultant managing this position
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JOB_51949474526110