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Finance Manager

Job Description


We’re partnering with a leading wealth management firm experiencing exciting growth. As they expand their reach, they’re seeking a talented Finance Manager to join the team and play a key role in their continued success.

This is a fantastic opportunity for an individual to take financial oversight responsibility for a business unit where you will have the mandate to develop the financial reporting and controls, and design and implement processes to ensure operational efficiency and excellence.


Reporting to the CFO, we are looking for an organised, enthusiastic, and knowledgeable individual, to join the Team.  You’ll work in a fast-paced, collaborative and developing environment where you’ll be able to utilise your skills and expertise to support the groups growth.



You’ll have financial oversight of a business unit; this will include ensuring effective delivery of:


  • Design and implement the accounting processes for the business unit and ensure effective financial controls are in place
  • Preparation of monthly reporting, deliverable to the Head of Finance, for group consolidated reporting
  • Working with business unit stakeholders to provide financial information and providing insightful information and expectations to senior executives to aid in long-term and short-term decision making
  • Business unit cash flow management including cashflow forecasting
  • Reconciliation of revenues received by the business unit in the back-office systems and associated payments of commissions to financial advisers
  • Financial and regulatory reporting including VAT returns, PAYE / RTI, Corporation Tax, ERS reporting, and any other external financial reporting as may be required for the business unit



  • Experience of working in a fast-paced role,
  • Have operated at the level of a Finance Manager and managed a team
  • ACA / ACCA ideally, preferably having qualified with a top tier firm of accountants and have since gained commercial experience
  • PowerBI / PowerQuery knowledge / experience desirable
  • Able to design and implement processes and make a role your own
  • Energy and passion, with the ability to be self-led to drive and iterate positive change and improvement
  • Excellent interpersonal, verbal, and written communication skills with strong attention to detail
  • Outstanding communication skills, able to communicate with departments across the business, at all levels
  • Experience within financial services or wealth management a real plus but not essential


On Offer:

  • Competitive salary and benefits package.
  • Opportunity to work in a fast-paced and growing environment.
  • Hybrid working environment
  • Be part of a team that is passionate about helping clients achieve their financial goals.
  • Make a real impact on the company's success.

Join the team and help us shape the future of wealth management!

Please submit your CV for confidential consideration.