Head of Finance - Wealth Management

Recruiter
Goodman Masson Limited
Location
England, London, City of London
Salary
£100000 - £120000 per annum + plus bonus
Posted
10 Apr 2021
Closes
18 Apr 2021
Ref
GM100421
Category
Accountancy
Contract Type
Permanent
Hours
Full Time
Role Title: Head of Finance || Salary: £100,000 plus

This is a finance role that gives you the opportunity to really help shape the direction of the business as you will sit on the Management Committee along with the Founding Partners.

The business are a very reputable wealth management firm who have achieved consistent growth over a number of years and place a real importance on the moral and social responsibility of the firm. Therefore, this is a fairly rare opportunity where you can work in a challenging role that allows you to drive the business forward while also making a positive impact on society.

There is a small finance team that you will lead as the bookkeeping, payroll etc. is outsourced. Therefore you will need to be someone who is happy to be hands on and understand the detail as well as see the bigger picture and drive the business forward.

You will have ownership of all areas of finance, including:

  • Production of management and statutory accounts
  • Create and manage the business' budget and forecasting
  • All regulatory reporting, ICAAP production and Capital planning
  • Production and presentation of MI and quarterly packs along with performance monitoring
  • Ad hoc financial analysis and project work
  • Managing the audit process
  • Team management
  • Member of various committees including the Management Committee
  • A lot of other responsibilities involved in the running of the Finance function


For this role significant wealth management sector experience is essential and they are looking for 10 years plus relevant finance experience.

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