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- Tasks: Support the CFO in shaping financial strategy and managing key financial operations.
- Company: Join a dynamic, Private Equity backed UK Wealth Management business focused on growth.
- Benefits: Enjoy a full-time role with opportunities for professional development and networking.
- Why this job: Be a key player in a high-growth environment with significant impact on financial success.
- Qualifications: Must be ACA/ACCA/CIMA qualified with experience in financial services and private equity.
- Other info: Ideal for those seeking a senior role in a fast-paced, entrepreneurial setting.
The predicted salary is between 72000 - 108000 £ per year.
Altus Partners is retained on a new search for a Deputy CFO – Wealth Management, to join an acquisitive, Private Equity backed UK Wealth Management business. As Finance Director, you will act as a true number 2 to the CFO and play a crucial role in shaping the financial strategy, ensuring robust financial management and providing critical support to M&A growth initiatives. The opportunity will be a broad, all-encompassing senior finance role with a key focus on commercials and strategy, working with senior leaders to achieve an exit in the next three years.
Key responsibilities:
- Support the CFO with data and key MI for the private equity investors, ensuring transparent and timely communication on financial updates, performance reports, and strategic initiatives.
- Manage relationships with the Company’s banks, debt providers and private equity shareholders, and ensure regular and open communication with senior stakeholders on key matters.
- Manage cash flow, treasury, capital expenditure, and working capital to optimize financial performance.
- Oversight and ownership of quality of outputs across all workflows.
- Present the quarterly financial reporting to lenders, alongside the CEO and CFO.
- Business Partner with business unit leaders and regional CEOs to provide financial insights and support strategic initiatives.
- Support long-term financial planning, budgeting, and forecasting processes.
Requirements:
- Financial Services/FCA regulated industry experience.
- Practical experience with debt funds (Essential).
- Treasury/Banking relationships (Essential).
- Private Equity exposure.
- Fully qualified ACA/ACCA/CIMA.
- Ideally from an audit/practice background.
- Experience in working for a high-growth/“entrepreneurial” business is highly beneficial.
Deputy CFO – Wealth Management employer: Altus Partners
Contact Detail:
Altus Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Deputy CFO – Wealth Management
✨Tip Number 1
Network with professionals in the private equity and wealth management sectors. Attend industry events, webinars, or local meetups to connect with individuals who may have insights or connections related to the Deputy CFO role.
✨Tip Number 2
Research the specific private equity firm backing the wealth management business. Understanding their investment strategy and portfolio can help you tailor your discussions and demonstrate your knowledge during interviews.
✨Tip Number 3
Prepare to discuss your experience with financial strategy and M&A initiatives. Be ready to provide examples of how you've successfully supported similar growth initiatives in previous roles.
✨Tip Number 4
Familiarise yourself with the latest trends in wealth management and private equity. Being able to speak knowledgeably about current market conditions and challenges will set you apart as a candidate.
We think you need these skills to ace Deputy CFO – Wealth Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, particularly in FCA regulated environments. Emphasise your qualifications (ACA/ACCA/CIMA) and any practical experience with debt funds and private equity.
Craft a Compelling Cover Letter: In your cover letter, clearly articulate your understanding of the role and how your background aligns with the responsibilities outlined. Mention your experience in managing relationships with banks and private equity shareholders, as well as your strategic insights.
Highlight Key Achievements: When detailing your previous roles, focus on specific achievements that demonstrate your ability to support M&A growth initiatives and optimise financial performance. Use quantifiable metrics where possible to showcase your impact.
Prepare for Potential Questions: Anticipate questions related to your experience in treasury management, cash flow optimisation, and financial reporting. Be ready to discuss how you have successfully partnered with senior leaders to drive strategic initiatives in past roles.
How to prepare for a job interview at Altus Partners
✨Understand the Financial Landscape
Make sure you have a solid grasp of the financial services sector, especially in relation to private equity and wealth management. Familiarise yourself with current trends, challenges, and opportunities within the industry to demonstrate your knowledge during the interview.
✨Showcase Your Strategic Thinking
Prepare to discuss how you've contributed to financial strategy in previous roles. Be ready to provide examples of how you've supported M&A initiatives or improved financial performance, as this will be crucial for the Deputy CFO position.
✨Highlight Your Relationship Management Skills
Since the role involves managing relationships with banks, debt providers, and private equity shareholders, be prepared to share experiences where you've successfully navigated complex stakeholder relationships. This will show your ability to communicate effectively with senior leaders.
✨Demonstrate Your Leadership Experience
As a number 2 to the CFO, you'll need to exhibit strong leadership qualities. Prepare to discuss your experience in leading teams, overseeing workflows, and ensuring quality outputs. Highlight any instances where you've mentored others or driven team success.
