At a Glance
- Tasks: Lead financial strategy and support growth in a dynamic financial services group.
- Company: Ambitious financial services group based in Bristol with a focus on scalability.
- Benefits: Competitive salary, performance bonuses, and potential for career advancement.
- Other info: Opportunity to mentor a finance team and drive impactful financial improvements.
- Why this job: Shape the financial future of a growing company and evolve into a Group CFO role.
- Qualifications: Chartered Accountant with Finance Director experience and strong strategic skills.
The predicted salary is between 100000 - 100000 £ per year.
Our client is an ambitious, growing financial services group based in Bristol. The business is focused on becoming scalable, saleable and operationally excellent, with finance playing a central role in supporting that growth.
This is a pivotal opportunity for an experienced Finance Director to provide strategic financial leadership to a high-growth financial services business. Working closely with the Chief Executive Officer and Board, you will help design and deliver the Group’s financial roadmap while leading the finance function, strengthening financial control and providing clear, actionable management information. The role offers the opportunity to evolve into a Group CFO position as the business scales.
Key responsibilities will include:
- Partnering with the CEO and Board to design and deliver the financial roadmap for growth;
- Developing and maintaining a robust 3–5 year integrated financial model aligned to organic and acquisition growth;
- Providing rigorous financial analysis, scenario planning and commercial insight to support strategic decision-making;
- Preparing and presenting monthly Board packs, KPI analysis, variance reporting and commercial insight to Executive and Non-Executive Directors;
- Setting the framework and standards for management information, including KPI dashboards covering funds under management growth, revenue yield, adviser productivity, margins and cash performance;
- Leading budgeting, forecasting and strategic variance analysis, together with peer-group benchmarking of key financial ratios;
- Taking Board-level accountability for financial governance, including FCA capital adequacy calculations, forecasts, stress testing and escalation of any headroom pressure;
- Maintaining forward-looking capital and liquidity forecasts and ensuring compliance with HMRC, Companies House and audit obligations;
- Setting liquidity planning strategy, reviewing cashflow forecasts and supporting funding strategy for growth initiatives and acquisitions;
- Leading financial modelling, evaluation and due diligence for acquisition opportunities, with external advisers where appropriate;
- Establishing post-acquisition reporting frameworks and monitoring earnouts, synergies and post-deal performance;
- Driving improvements to financial systems, processes, automation and reporting consistency across Group entities;
- Leading, mentoring and developing the internal finance team while maintaining investor-readiness as the Group scales.
The Successful Applicant
As Finance Director, you will be an ambitious and commercially minded finance leader with strong technical capability and the confidence to operate at Board level. You will be comfortable working strategically while ensuring the finance function provides robust control, high-quality management information and practical support to a scaling business.
Key attributes include:
- ACA, ACCA or CA qualified Chartered Accountant;
- Prior experience operating at Finance Director level;
- Advanced financial modelling and forecasting capability;
- Strong experience producing and presenting Board-level management information;
- Working knowledge of FCA prudential and capital adequacy requirements, including IFPR and ICARA;
- Strong commercial judgement and strategic thinking skills;
- Excellent communication skills, with the ability to simplify complex financial information for a Board audience;
- Confidence to challenge constructively at Board level and operate calmly under pressure.
Additional Requirements:
- Experience within wealth management, financial services or another recurring revenue business would be advantageous;
- Experience within an acquisitive or scaling business, including exposure to M&A transactions, would be highly beneficial;
- Experience mentoring and developing finance team members into more senior roles;
- Ambitious, growth-oriented and commercially curious, with a strong focus on building long-term enterprise value.
Finance Director in Bristol employer: Artemis Clarke Careers
Join a thriving SME in North Bristol as a Finance Manager, where you will play a pivotal role in shaping the financial landscape of the business. With a focus on employee growth and a collaborative work culture, this position offers the chance to make a significant impact while enjoying a hands-on approach to finance. Benefit from a supportive environment that encourages innovation and provides opportunities for career advancement as the company continues to expand.
StudySmarter Expert Advice🤫
We think this is how you could land Finance Director in Bristol
✨Connect with Campus Reps
If you're looking for part-time work in banking, try to connect with your university's career services and campus representatives from banks. They often host recruitment events or provide exclusive job listings, which can give you a leg up in the application process.
✨Get Involved in Financial Societies
Join finance or investment clubs at your university. These societies not only provide fantastic networking opportunities but also often collaborate with financial institutions for internships or part-time roles, making it easier for us to land those positions.
✨Use LinkedIn for Hidden Gems
Keep an eye on LinkedIn for part-time opportunities at banks, specifically targeting roles like customer service or administrative support. Companies like Artemis Clarke Careers often post openings there first, so be on the lookout and don’t forget to engage with their content!
✨Showcase Your Skills Directly
When applying for a part-time role, consider creating a simple portfolio that highlights your finance-related skills or projects. Whether it's a personal finance blog, a financial analysis you've done, or any relevant coursework, having this ready can impress hiring managers at Artemis Clarke Careers.
We think you need these skills to ace Finance Director in Bristol
Some tips for your application 🫡
Show Off Your Numbers Game:In the banking and financial services world, it's all about numbers. Highlight any relevant coursework, grades, or certifications, like AAT or CFA, on your CV. If you can point to specific projects or tasks where you managed finances or analysed data, that's a big plus!
Tailor Your Cover Letter to Us:When writing your cover letter, don’t just reiterate your CV. Tell us why you want to work at Artemis Clarke Careers and how this part-time role fits into your career goals. Map your skills and experiences directly to the job spec, and don’t forget to weave in any technical skills you have, like experience with financial software!
Marry Experience with Availability:Since this is part-time, it’s super important to state your availability clearly in your application. Highlight any previous work experience, even if it's not directly in finance, that shows your reliability and ability to juggle various commitments. Flexibility can be a real asset!
Keep It Professional Yet Personal:While you want to keep a professional tone, don’t be afraid to inject a bit of your personality into your application. Especially for a part-time role, we’re looking for someone who's not just skilled but also a good fit for the team at Artemis Clarke Careers. A little light-heartedness can go a long way!
How to prepare for a job interview at Artemis Clarke Careers
✨Brush Up on Your Numbers
For a role in banking and financial services, you’ll likely encounter numerical tests that gauge your analytical skills. So, let’s whip out those maths skills! Practise mental arithmetic and get comfy with basic financial concepts; this'll really help you shine during the assessment stages.
✨Know Your Financial Products
Knowing your stuff about the various financial products and services is crucial. Be prepared to discuss topics like loans, mortgages, investment funds, and credit options. Having a finger on the pulse of current market trends and economic events can also give you an edge—the interviewers will appreciate your insight!
✨Flexibility and Commitment are Key
Since you're aiming for a part-time position, emphasise your flexibility and willingness to commit your time effectively. Highlight your ability to balance studies or other commitments while delivering results at work. This kind of attitude can set you apart from the competition.
✨Showcase Your Portfolio of Experience
Even though it’s a part-time role, companies want to see your motivation and past experience. Bring examples of relevant projects or roles, including internships or coursework that demonstrate your understanding and passion for banking and finance. The more tangible your examples, the more convincing you’ll be!
