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· Assist the multi-entity, multi-currency month-end close and consolidation process across the UK, US, and Ireland.
· Review the preparation of accurate and timely financial statements in line with applicable accounting standards.
· Ensure ongoing compliance with relevant regulatory requirements, including FCA, ICARA, and CASS (working closely with the CASS and Compliance teams).
· Act as a key finance contact for external auditors and regulators.
· Partner with the executive team to develop budgets, forecasts, and financial models aligned to strategic objectives.
· Provide insightful financial analysis to support decision-making and growth initiatives.
· Monitor group cash flow, liquidity, and capital allocation to support business operations and growth.
· Build and maintain strong relationships with banking partners to ensure efficient use of financial resources.
· Implement and maintain robust internal controls to safeguard company assets.
· Drive continuous improvement of financial processes and systems to enhance accuracy, efficiency, and scalability.
· Lead the implementation and integration of new finance systems as required.
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· Coordinate with external tax advisors to ensure compliance with indirect tax obligations and mitigate risk.
· Review and approve payroll in collaboration with HR, supporting payroll-related queries.
· Manage relationships with external corporate service providers to ensure high-quality delivery.
· Assist and coordinate statutory and CASS audits, maintaining effective relationships with audit firms and advisors.
· Experience in an FCA-regulated or financial services environment is desirable.
· Experience working across multiple jurisdictions (UK and US experience preferred).
We support our team with the flexibility to work on a hybrid basis, 3 days a week in our London office. (Fitzrovia)
· 28 days annual leave plus bank holidays
· Enhanced maternity/paternity/adoption leave (16 weeks paid)
· 6% employer pension contribution
· Private healthcare
· International Travel Insurance
· Life Assurance
· Medicash Cash Plan
· Counselling sessions
· Employee Assistance Programme
· Regular socials
We are happy to consider any reasonable adjustments that applicants may need during the recruitment process.
We will evaluate all applications within 2 weeks, video interviews will be followed by in person interviews in Fitzrovia.
· Collaborative: We listen, communicate, and work together to achieve shared goals.
· Innovative: We constantly seek new ways to push the boundaries and improve our solutions.
· Supportive: We lift each other up, creating an environment where everyone can grow and succeed.
· Flexible: We adapt to the evolving needs of our team and clients, ensuring work-life balance and effective outcomes.
· Trustworthy: We build trust through consistency, transparency, and delivering on our promises.
Wealth management infrastructure platform for financial advisers.
Visit company websiteJobs and hiring trendsFull-time
Mid · 4+ years experience
Hybrid
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