Group Financial Controller

Financial Controller
Salary £60,000 - £65,000
Contract :
Permanent
Location :
Bromsgrove

The Financial Controller will play a pivotal role in managing the firm’s finance operations and will report directly to the Chief Financial Officer. Initially, the role will focus on Principal Finance functions, including CASS and Client Money oversight, company accounting and reporting, and trade and distribution settlement. The successful candidate will build strong, positive relationships with key internal and external stakeholders, including the regulator, and will support and help implement strategic plans that align with the firm’s goals and objectives.

• CASS and Client Money oversight
• Company accounting and statutory reporting
• Trade and distribution settlement
• Integrity of financial reporting, capital and liquidity monitoring

• Ensuring compliance with FCA regulations, including CASS and Client Money rules
• Overseeing company accounting, statutory reporting, and internal control frameworks
• Managing trade and distribution settlement processes
• Preparing monthly and quarterly management accounts
• Leading budgeting, forecasting, and the annual ICARA reporting process, including wind‑down planning
• Supporting internal and external audits and regulatory reporting requirements
• Driving continuous process improvements and maintaining robust risk management frameworks

• Overseeing fund financial reporting and NAV calculation processes
• Managing and maintaining relationships with third-party service providers

• Professional accountancy qualification (ACA, ACCA, CIMA or equivalent)
• Minimum of five years’ experience in a senior finance role with responsibility for financial reporting within a regulated firm
• Experience operating within SM&CR environments, including supporting SMFs, evidencing reasonable steps, and managing annual fitness and propriety cycles
• Strong understanding of CASS, FCA regulations, and fund accounting
• Excellent working knowledge of Microsoft Office applications and financial systems
• Ability to work autonomously while also leading, developing, and motivating a team

• Ability to develop and maintain high-quality Management Information used across the business
• Strong problem‑solving skills, with a proactive and collaborative approach
• Proven leadership and communication skills
• Ability to work under pressure and meet tight deadlines
• Strong analytical mindset with excellent attention to detail
• Experience coaching and mentoring team members is desirable

• Mobile Phone: Company-provided mobile phone and contract
• Pension: Employer contribution of up to 7.5% of annual salary, subject to employee matching
• Death in Service: Cover of up to three times annual salary
• Private Healthcare: Company-funded healthcare scheme (subject to exclusions)
• Income Protection: Up to 75% of salary following a 26-week deferral period, payable up to state pension age
• Holiday: 28–30 days’ annual leave plus bank holidays
• Flexible Working: Flexible working arrangements, with an expectation of three days per week in the office during the probation period