At a Glance
- Tasks: Manage finance, HR, and compliance in a dynamic wealth management firm.
- Company: Established wealth management firm with a flexible, remote-friendly culture.
- Benefits: Competitive salary, flexible hours, and the chance to work remotely.
- Other info: Perfect for self-starters who thrive in varied roles.
- Why this job: Join a growing team and make a real impact in finance and operations.
- Qualifications: Experience in wealth management and strong communication skills required.
The predicted salary is between 55000 - 70000 £ per year.
A well-established wealth management firm is looking for an experienced Financial Controller to take ownership of finance, HR administration, and compliance support for the business. This role has grown from a pure finance function into a broader operational position, and would suit someone who enjoys variety and is comfortable being the go-to person across these three areas.
Sector experience is essential. Candidates must have prior experience working within a wealth management, financial planning, or IFA business. Familiarity with the regulatory and operational environment of a financial services firm is not optional for this role.
Key Responsibilities
- Finance
- Purchase ledger and sales ledger
- Balance sheet reconciliations
- VAT returns
- Month end reporting
- Quarterly compliance returns
- Liaising with external accountants at year end
- HR Administration
- Onboarding and offboarding
- Employment contracts and documentation
- General HR administration and record-keeping
- Compliance
- Supporting the firm's regulatory compliance requirements
- Assisting with compliance monitoring and reporting as required
Skills Required
- Essential: experience within a wealth management, financial planning, or IFA business
- Accounting qualification advantageous, but QBE will be considered
- 2+ years of relevant experience in a similar combined finance/office role
- Comfortable working across finance, HR, and compliance without a large support team
- Self-starter with a 'can-do' attitude
- Strong attention to detail
- Confident communicator at all levels, written and verbal
- Good IT skills (MS Excel, finance systems including Xero)
Banking / Finance Administrator in Manchester employer: Mature Accountants Ltd
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