Finance Manager Wealth Management

We are seeking a detail-oriented Finance Manager specialising in Wealth Management to join our clients finance team in London. This role requires expertise in financial services (ideally wealth management) and a strong background in accounting and finance to drive success.

Client Details

The employer is a reputable organisation within the financial services industry. As a medium-sized business, they are dedicated to providing exceptional wealth management solutions to their clients.

Description

• Oversee the accuracy, completeness, and timeliness of Wealth Manager (WM) remuneration statements and payments.
• Ensure WM remuneration and revenue accounting entries in the general ledger are accurate and aligned with agreed terms.
• Support the implementation of tactical design changes, ensuring solutions are robust, transition smoothly into BAU, and contribute to the ongoing strategic development of remuneration statements.
• Collaborate with the month-end reporting team to ensure accurate monthly postings of WM remuneration allocations.
• Assist in developing and implementing new group affiliation options, including remuneration structure modelling, communication to Wealth Managers, accounting treatment, and MI reporting.
• Identify, investigate, and resolve data, process, and control issues, escalating risks appropriately and driving sustainable improvements.
• Provide commercial and financial insight to support forecasting, scenario modelling, and strategic decision-making related to WM remuneration and revenue.
• Work closely with Finance sub-teams to enhance reporting and MI capabilities, including developments in CODA, TM1, and Tableau.
• Contribute to system and reporting enhancements across TM1, CODA, Excel tools, and downstream MI infrastructure.
• Maintain up-to-date industry and regulatory knowledge to support remuneration and revenue-related processes and systems.
• Support wider Financial Control tasks and contribute to ad-hoc projects as required.

Profile

• Recognised professional qualification (ACA, ACCA, CIMA or equivalent) with a minimum of 3 years PQE
• Proven experience in a renumeration, revenue, or financial control role, ideally within Wealth or Asset Management.
• Strong experience producing management information, analysis, and insight, not purely transactional reporting.

Job Offer

• Recognised professional qualification (ACA, ACCA, CIMA or equivalent) with a minimum of 3 years PQE
• Proven experience in a renumeration, revenue, or financial control role, ideally within Wealth or Asset Management.
• Strong experience producing management information, analysis, and insight, not purely transactional reporting.