At a Glance
- Tasks: Lead finance operations and enhance financial processes in a dynamic wealth management firm.
- Company: Fast-growing wealth management group based in London, near Mayfair.
- Benefits: Competitive salary, bonus, pension, 27 days leave, and private medical insurance.
- Other info: Exciting opportunity for career development in a supportive environment.
- Why this job: Join a pivotal role with direct impact on business strategy and growth.
- Qualifications: ACA/CA qualified with 3+ years of finance experience and advanced Excel skills.
The predicted salary is between 60000 - 70000 £ per year.
Equifind has partnered with a boutique, fast-growth wealth management group to recruit a Finance & Operations Manager.
This newly created role is based in their London office near Mayfair and will require office attendance 3-4 days per week.
With £450m in assets under management and an ever-increasing client base, it's an exciting time to join as the business gears up for a busy period of transactions.
This will be the first dedicated finance hire, reporting directly to the Managing Partner, who is keen to nurture and develop this individual.
It's a great role for someone with a finance background who wants greater visibility across the business and wishes to take part in more commercial and strategic operations.
- Key duties include
- Take ownership of the monthly close process for all group entities.
- Prepare monthly and quarterly management reports including balance sheet maintenance.
- Preparation of annual budgets for the group and individual entities.
- Manage all compliance reporting including KYC and AML checks
- Key point of contact for annual key elements of external financial audits across the group.
- Contributing to the improvement and development of financial controls, processes, and reporting.
- Supporting the delivery of accurate and timely management information.
- Assisting with the migration of data from legacy accounting systems to the group’s accounting software.
- Key requirements
- ACA/CA qualified accountant.
- A minimum of 3 years experience, either within a similar business or an accounting practice.
- Advanced-level Excel skills.
- Good interpersonal and communication skills.
- Solid understanding of financial reporting requirements.
- Proven stakeholder management experience and relationship building skills.
Package details
- Discretionary annual bonus.
- Employer pension contribution.
- 27 days annual leave.
- Private medical insurance coverage.
- Group income protection.
• Plus, a host of additional perks and benefits!
Finance & Operations Manager in London employer: Equifind
Equifind is an exceptional employer that values innovation and collaboration, providing a dynamic work environment for Finance Managers. With competitive daily rates and a strong focus on employee development, team members are encouraged to grow their skills while contributing to impactful projects in the residential development sector. Located in a vibrant area, Equifind offers a supportive culture that fosters open communication and teamwork, making it an ideal place for professionals seeking meaningful and rewarding careers.
