Financial Controller - Wealth Management
Financial Controller - Wealth Management

Financial Controller - Wealth Management

Leeds Full-Time 43200 - 72000 Β£ / year (est.) No home office possible
J

At a Glance

  • Tasks: Lead finance operations, manage a team, and ensure compliance with financial regulations.
  • Company: Join a well-established banking institution focused on Wealth and Asset Management.
  • Benefits: Enjoy competitive salary, career growth opportunities, and a dynamic work environment.
  • Why this job: Be part of a team driving innovation in finance while making a real impact.
  • Qualifications: Must be a qualified accountant with 5+ years as a Financial Controller.
  • Other info: EU work permit required; ideal for those seeking a challenging yet rewarding role.

The predicted salary is between 43200 - 72000 Β£ per year.

A well-established banking institution is seeking a Financial Controller to join their Wealth and Asset Management arm.

Main Responsibilities:

  • Managing day-to-day finance operations with a team of two direct reports.
  • Performing all related accounting functions required to maintain the general ledger in compliance with UK GAAP, IFRS, and company policies.
  • Analytical review and analysis of financial data, generating monthly trend reports, and balance sheet reconciliations to ensure accuracy and investigate variances.
  • Monitoring and managing financial risks in line with compliance and regulations.
  • Completing all HMRC filings and returns, including corporation taxes and VAT, liaising with group tax team and HMRC on inquiries.
  • Preparing formal year-end statutory accounts and coordinating external audit activities.
  • Overseeing bank reconciliations and maintaining cash flow forecasts.
  • Driving the team’s automation strategy to redesign manual processes around financial operations.
  • Deputising for Head of Finance as appropriate.
  • Regulatory reporting, liquidity, and capital requirements calculations and management under ICARA regime.

Experience/Qualifications:

  • Qualified accountant with strong experience as a Financial Controller.
  • Experience in team management.
  • Analytical mindset, excited by new challenges and creating new processes.
  • Ability to work accurately and meet strict deadlines.
  • Academic qualifications: ACA/ACCA/CIMA, with a minimum of 5 years post-qualified experience.

Financial Controller - Wealth Management employer: JR United Kingdom

Join a prestigious banking institution in Leeds, where you will thrive in a dynamic work culture that values innovation and teamwork. As a Financial Controller in Wealth Management, you will benefit from comprehensive professional development opportunities, competitive remuneration, and a supportive environment that encourages growth and creativity. Experience the unique advantage of working in a vibrant city known for its rich history and modern amenities, making it an ideal location for both personal and professional fulfilment.
J

Contact Detail:

JR United Kingdom Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Financial Controller - Wealth Management

✨Tip Number 1

Network with professionals in the wealth management sector. Attend industry events or webinars where you can meet potential colleagues and learn more about the company culture at StudySmarter.

✨Tip Number 2

Familiarise yourself with UK GAAP and IFRS regulations, as well as the specific financial reporting requirements for wealth management. This knowledge will help you stand out during interviews.

✨Tip Number 3

Prepare to discuss your experience in managing finance operations and leading a team. Be ready to share specific examples of how you've improved processes or handled challenges in previous roles.

✨Tip Number 4

Research StudySmarter's approach to automation in financial operations. Being able to articulate how you can contribute to their automation strategy will demonstrate your proactive mindset and alignment with their goals.

We think you need these skills to ace Financial Controller - Wealth Management

Qualified Accountant (ACA/ACCA/CIMA)
Financial Reporting
UK GAAP and IFRS Compliance
Team Management
Analytical Skills
Financial Data Analysis
Budgeting and Forecasting
Tax Compliance (HMRC, Corporation Tax, VAT)
Audit Coordination
Cash Flow Management
Risk Management
Regulatory Reporting
Process Automation
Attention to Detail
Time Management

Some tips for your application 🫑

Tailor Your CV: Make sure your CV highlights relevant experience as a Financial Controller, particularly in wealth and asset management. Emphasise your qualifications such as ACA, ACCA, or CIMA, and detail your experience with UK GAAP and IFRS.

Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the responsibilities mentioned in the job description. Discuss your experience in managing finance operations, team leadership, and your analytical skills. Show enthusiasm for the role and the company.

Highlight Relevant Achievements: In both your CV and cover letter, include specific examples of how you've successfully managed financial risks, completed HMRC filings, or improved processes in previous roles. Quantify your achievements where possible to demonstrate your impact.

Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a Financial Controller role.

How to prepare for a job interview at JR United Kingdom

✨Know Your Numbers

As a Financial Controller, you'll need to demonstrate your expertise in financial data. Brush up on key metrics and be prepared to discuss how you've managed financial operations in the past, including any specific examples of trend analysis or balance sheet reconciliations.

✨Understand Regulatory Requirements

Familiarise yourself with UK GAAP, IFRS, and the ICARA regime. Be ready to explain how you have ensured compliance in previous roles, particularly regarding HMRC filings and statutory accounts preparation.

✨Showcase Your Leadership Skills

Since this role involves managing a team, highlight your experience in team management. Prepare examples of how you've motivated your team, driven automation strategies, or improved processes in financial operations.

✨Prepare for Scenario Questions

Expect questions that assess your analytical mindset and problem-solving abilities. Think of scenarios where you've had to investigate variances or manage financial risks, and be ready to discuss your approach and outcomes.

Financial Controller - Wealth Management
JR United Kingdom
J
  • Financial Controller - Wealth Management

    Leeds
    Full-Time
    43200 - 72000 Β£ / year (est.)

    Application deadline: 2027-06-25

  • J

    JR United Kingdom

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