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For Companies At a Glance
- Tasks: Lead financial management and strategic planning for a fast-growing WealthTech firm.
- Company: Join a dynamic company at the forefront of financial services and digital innovation.
- Benefits: Enjoy opportunities for career growth, mentorship, and exposure to high-level financial strategies.
- Why this job: Be part of a mission-driven team that empowers clients with smarter wealth management tools.
- Qualifications: Qualified accountant with strong financial leadership experience in high-growth environments.
- Other info: Potential for future CFO role; ideal for ambitious finance professionals.
The predicted salary is between 72000 - 108000 £ per year.
Job Description
Our client are a fast-growing wealth technology firm at the intersection of financial services and digital innovation. Their mission is to empower clients with smarter tools for wealth creation, management, and investment. As they scale, finance plays a critical role in ensuring robust governance, strong commercial insights, and a scalable financial framework to support growth ambitions.
Role Overview
The Head of Finance will be a strategic and hands-on leader, responsible for overseeing the financial management, planning, reporting, and control functions of the company. This role will partner closely with the CFO, supporting the executive team and Founder in driving growth, profitability, and operational efficiency.
With succession planning in mind, the Head of Finance will be developed as a potential future CFO, gaining exposure to strategic initiatives, fundraising, and investor relations.
Key Responsibilities
Financial Leadership & Control
- Lead and develop the finance function, ensuring robust financial controls, processes, and systems are in place.
- Oversee statutory reporting, audit, tax compliance, and regulatory requirements.
- Manage budgeting, forecasting, and financial planning cycles.
Strategic Business Partnering
- Provide financial insights and analysis to support commercial decision-making across product, technology, and operations.
- Partner with the CFO on fundraising
- Support the Board and executive team with clear, accurate, and timely financial updates.
Operational Excellence
- Drive process improvements and automation within finance to support scaling.
- Lead financial risk management, including treasury, cash flow, and capital allocation.
Leadership & Development
- Manage and mentor a high-performing finance team.
- Develop strong cross-functional relationships across the business.
- Act as deputy to the CFO, stepping in as needed and preparing for potential succession to CFO role.
Skills & Experience
- Qualified accountant (ACA, ACCA, CIMA or equivalent) with significant post-qualification experience.
- Proven track record in financial leadership with wealth or retail investments.
- Strong technical finance knowledge (reporting, audit, tax, controls) combined with commercial acumen.
- Experience in high-growth and/or scaling businesses; exposure to fundraising.
- Demonstrated ability to lead and inspire teams.
- Excellent communication skills, with the ability to influence senior stakeholders.
- Ambition and capability to step into a CFO role in the future.
Head of Finance, WealthTech - Investigo employer: Investigo
Contact Detail:
Investigo Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Finance, WealthTech - Investigo
✨Tip Number 1
Network with professionals in the WealthTech sector. Attend industry events, webinars, and conferences to meet potential colleagues and learn about the latest trends. This can help you gain insights into what companies like ours are looking for in a Head of Finance.
✨Tip Number 2
Familiarise yourself with the specific financial regulations and compliance requirements relevant to WealthTech. Understanding these nuances will not only enhance your knowledge but also demonstrate your commitment to the role during discussions with our team.
✨Tip Number 3
Showcase your experience in leading finance teams and driving process improvements. Prepare examples of how you've successfully implemented financial controls or automated processes in previous roles, as this aligns closely with our expectations for the Head of Finance position.
✨Tip Number 4
Research our company’s mission and values thoroughly. Be ready to discuss how your vision for financial leadership aligns with our goals of empowering clients through innovative wealth management solutions. This will help you stand out as a candidate who truly understands our purpose.
We think you need these skills to ace Head of Finance, WealthTech - Investigo
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial leadership, particularly within wealth or retail investments. Emphasise your qualifications and any significant achievements that align with the responsibilities of the Head of Finance role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your strategic vision for the finance function. Discuss how your background in financial management and your experience in high-growth environments make you an ideal candidate for this position.
Highlight Leadership Experience: In your application, focus on your ability to lead and mentor teams. Provide examples of how you've developed finance functions and improved processes in previous roles, as this is crucial for the Head of Finance position.
Showcase Communication Skills: Demonstrate your excellent communication skills by clearly articulating your thoughts in both your CV and cover letter. Mention specific instances where you've influenced senior stakeholders or contributed to strategic decision-making.
How to prepare for a job interview at Investigo
✨Showcase Your Financial Acumen
As a candidate for the Head of Finance role, it's crucial to demonstrate your strong technical finance knowledge. Be prepared to discuss your experience with financial reporting, audit processes, and tax compliance, as well as how you've applied this knowledge in previous roles.
✨Highlight Strategic Business Partnering Experience
This role requires you to provide financial insights that support commercial decision-making. Share specific examples of how you've partnered with other departments, such as product or technology, to drive business growth and operational efficiency.
✨Emphasise Leadership Skills
The ability to lead and inspire a high-performing finance team is essential. Prepare to discuss your leadership style, how you've mentored team members, and any successful initiatives you've led that improved team performance or morale.
✨Prepare for Succession Planning Discussions
Since this position is seen as a potential stepping stone to the CFO role, be ready to articulate your ambition and capability to take on such responsibilities. Discuss your vision for the finance function and how you plan to contribute to the company's long-term growth and success.
