Financial Controller - Hays - eFinancialCareers : Job Details

Your new company

A values-led wealth management firm is seeking individuals who are passionate about making finance a force for good. With a strong commitment to ethical investing, ESG principles, and expert financial planning, this organisation offers a unique opportunity to contribute to a more sustainable future.If you're looking to join a forward-thinking team where purpose meets performance, this could be the perfect next step in your career.

Your new role

• Lead and manage all core financial operations, encompassing reporting, budgeting, forecasting, and cash flow oversight
• Produce monthly management accounts in line with internal policies and external regulatory standards
• Oversee capital adequacy and regulatory compliance, including preparation and submission of statutory returns (e.g. FCA, IFPR)
• Collaborate with the CEOs to shape and deliver financial strategies aligned with broader business objectives
• Present financial performance updates and strategic insights to the Board to inform decision-making
• Support fee harmonisation initiatives across investment management and financial planning, ensuring structures are commercially sound and compliant
• Liaise with external auditors, tax consultants, and regulatory bodies to maintain transparency and compliance
• Drive operational efficiency and continuous improvement across finance processes and systems
• Contribute to M&A evaluations, strategic planning, and investment analysis to support growth initiatives
• Manage a small finance team providing leadership and oversight
• Coordinate with the external Company Secretary to ensure statutory register obligations are fulfilled
• Administer the Company's Share Incentive Plan (SIP) and executive share option schemes, including HMRC filings and share register maintenance

What you'll need to succeed

• Five years of senior-level finance experience in wealth management, asset management, or broader financial services.
• Proven track record of leading and managing small finance teams, both directly and within matrix structures.
• Strong understanding of capital adequacy standards and regulatory frameworks, including FCA, IFPR, and MiFID II.
• Demonstrated expertise in compiling and submitting regulatory returns, with direct engagement with regulatory bodies.
• Experience in organising and optimising the capital structure of a wealth management business.
• Prior involvement in projects related to VAT removal and fee restructuring within a regulated environment.
• Skilled in producing board-level reporting and communicating effectively with executive leadership.
• Previous support in launching an OEIC and contributing to strategic financial initiatives.
• Proficient in financial systems and reporting platforms to drive business insight and ensure compliance.
• Strong analytical and problem-solving skills, with a proactive and adaptable approach in fast-paced environments.
• Excellent communication and presentation skills with a high level of integrity, discretion, and professionalism.

What you'll get in return

• Competitive Salary
• Medical Insurance
• 25 Days Annual Leave
• Flexible Working
• Company Pension Scheme

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

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