Financial Controller – Wealth Management Business

Are you a Jersey based Finance Manager / Financial Controller with strong UK regulatory and M&A experience?

Wanting to make a move to a high growth, independently owned Wealth Management Group who are growing both organically and via M&A?

Ready to use the experience you’ve gained to assist Senior Leadership in decision making around both day to day and commercial growth / partnership opportunities?

Want to work in Jersey with regular travel to London?

Company:

Our client is a high growth, indepently owned Wealth Manager who’s AUM is growing considerably every year via organic channels, strategic partnerships and M&A. They are looking to strengthen their Jersey team with a bright Financial Controller to oversee both the Jersey and London Entities.

Your role will include but not be limited to:

• The Controller will manage all aspects of financial management within a dynamic and challenging investment management business with locations in UK and Jersey. Your role will include oversight and management of all day-to-day accounting operations as well as informing more strategic and long-term financial decision making.
• You will report to the two wealth management boards and work closely with the group finance director with ample opportunity to manage internal stakeholders directly.
• You will be responsible for controlling and managing all aspects of the finance function, including:
• Prepare all financial statements and monthly management accounts for each jurisdiction and on a consolidated basis
• Lead in the provision of management information to the boards of the relevant businesses
• Oversee the audit process and liaise with external advisors where required
• Ensure that all insurance requirements are met and regularly reviewed
• Provide detailed financial forecasts and budgets
• Support the business with the development and updating of its financial strategy
• Ensure compliance with all financial, tax and regulatory legislation and reporting
• Oversee payroll and related benefits providers for both jurisdictions
• Assist with management and oversight of suppliers, ensuring timely payment of invoices
• Undertake general management and control support for the business
• Undertake any ad hoc project work that may be required
• Take responsibility for company secretarial duties for the UK entities

You

This is an excellent opportunity for an existing Finance/ Senior Finance Manager/Financial Controller either from another regulated financial services business who is looking for that step to a commercial, fast paced organisation.Pre-requisites for the role are at least 6 years PQE experience managing growing teams within a regulated financial services business. Experience is required across consolidated financial statement production / oversight, FP&A, UK reglatory reporting and M&A.

In return you will be rewarded with a competitive basic salary, have clear career progression, work in a unique environment and be given a competitive benefits package. If you are an ambitious finance professional who wants to succeed and work in an exciting business, please do get in touch directly on 07797 918 884 or email doug.newman@ofcpartners.com