Financial Controller

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