Finance Officer

The Finance Officer will support the day‑to‑day financial operations of the brokerage, ensuring accuracy, compliance, and efficiency in financial processes.

Purpose of the Role

The Finance Officer will maintain financial records, assist with reconciliations, support management reporting, and ensure adherence to FCA and other regulatory requirements.

Key Responsibilities

Financial Operations & Accounting

• Prepare bonus calculations
• Assist in month‑end and year‑end closing processes
• Support preparation of management accounts, forecasts, and budgets
• Calculate execution costs per broker
• Process payroll journals and expense claims

Regulatory & Compliance

• Support compliance with FCA regulations
• Assist in preparing data for FCA reporting and external audits
• Maintain awareness of financial controls and internal compliance procedures

Financial Analysis & Reporting

• Produce regular financial and performance reports for senior management
• Support ad‑hoc financial analysis to guide business decisions

Liaison & Coordination

• Liaise with auditors, tax advisors, and other external stakeholders
• Collaborate with Operations and Compliance teams to ensure financial data integrity
• Support continuous improvement of financial systems and procedures

Key Skills & Competencies

• Strong understanding of double‑entry bookkeeping and financial controls
• Knowledge of FCA rules
• High proficiency in Excel and familiarity with accounting software (Sage, Xero, QuickBooks)
• Analytical mindset with strong attention to detail
• Excellent communication and interpersonal skills
• Ability to manage multiple tasks and deadlines in a fast‑paced environment

Qualifications & Experience

• Minimum 2–3 years’ experience in a finance or accounting role, ideally within financial services or brokerage
• Experience in reconciliations, reporting, and regulatory environments

Salary & Benefits

• Competitive salary
• Pension contribution

Personal Attributes

• Integrity, confidentiality, and professionalism
• Self‑motivated with a proactive approach to problem‑solving
• Strong organisational and time‑management skills
• Team‑oriented with a willingness to assist colleagues across departments

Seniority Level

Mid‑Senior level

Employment Type

Full‑time

Job Function

Finance and Sales