At a Glance
- Tasks: Lead finance operations and support strategic growth in a dynamic wealth management platform.
- Company: Confidential, private equity-backed firm with ambitious expansion plans.
- Benefits: Competitive salary, career advancement opportunities, and a collaborative work environment.
- Other info: Opportunity to shape the future of a national advisory network.
- Why this job: Join a rapidly growing business and make a significant impact on financial performance.
- Qualifications: Strong finance background and leadership skills required.
A confidential, private equity-backed wealth management platform is seeking a Finance Director to join a rapidly growing business. The organisation operates a national advisory network supported by a proprietary technology platform and in-house investment capabilities. It has ambitious expansion plans through both organic growth and acquisitions, with a strong focus on scalable infrastructure, operational excellence and long-term value creation.
The Role
The Finance Director will build and lead an institutional-quality finance function, partnering closely with the Board and executive team to support strategic growth, financial performance and governance. The role spans financial control, FP&A, board reporting, commercial finance, cash management and business partnering.
Key Responsibilities
- Build and develop a best-in-class finance function capable of supporting a high-growth business.
- Lead financial planning, budgeting, forecasting and performance reporting.
- Provide commercial insight and strategic decision support to the Board and executive leadership.
- Develop high-quality Board reporting with meaningful commercial analysis.
- Partner with operational leaders to drive performance and deliver business objectives.
- Oversee financial control, accounting processes and external service providers.
- Manage liquidity, cash flow and capital planning.
- Support evaluation of acquisitions, investments and strategic initiatives.
- Develop strong relationships with internal and external stakeholders.
Candidate Profile
- ACA qualified with significant post-qualified leadership experience.
- Experience in regulated financial services environments.
- Wealth, asset management, private markets or other relevant financial services experience preferred.
- Proven ability to build high-performing finance teams and influence senior stakeholders.
Core Competencies
- Strategic finance leadership
- FP&A and commercial finance
- Financial control and governance
- Business partnering
- Process improvement
- Leadership and team development
Personal Attributes
- Commercial, hands-on and results-oriented with strong integrity, resilience and gravitas. Comfortable operating in a fast-paced, entrepreneurial environment and passionate about building scalable finance capabilities.
Finance Director - Wealth Management employer: JSS
JSS is an exceptional employer that fosters a dynamic work culture, encouraging collaboration and innovation in the heart of the UK near Bristol. Employees benefit from comprehensive growth opportunities, competitive compensation, and the chance to influence strategic decisions in a pivotal role that shapes the future of hospitality revenue management. Join us to be part of a forward-thinking team dedicated to excellence and professional development.
StudySmarter Expert Advice🤫
We think this is how you could land Finance Director - Wealth Management
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like JSS. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Finance Director - Wealth Management
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to JSS.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on JSS's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at JSS
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with JSS.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at JSS will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former JSS employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
