Part Time Financial Controller

65-75K Pro Rated

Central London

A specialist Wealth Manager / IFA is looking for a very strong all round FC to joing their small team. Sucessful candidates need to have -


Management Information 

  • Production of Monthly Finance Report for Board covering historic financial performance, Y/E forecasts, FUM movement, Cashflow, and Cap Ad 
  • Maintaining Financial Model for forecasting future Financial Performance 
  • Production of Finance Reports 
  • Production of Annual Budget & Annual pay plan 
  • Production of Monthly Bankings analysis

Supporting relationship with external accountancy firm 

  • Monthly management accounts 
  • Monthly payroll – supply monthly payroll data (salaries and commission) 
  • Monthly Staff expenses 
  • Monthly Directors dividends 
  • Information/queries for Annual accounts & CT600 


  • Maintaining Cashbooks
  • Updating monthly cashflow forecast in Excel

Year End Financial Reporting 

• Supply of data to and resolve queries with external accountancy firm 

Regulatory Financial Data (Previous experienc not essential)

  • Monitor monthly Capital Adequacy using monthly Management Accounts 
  • Provision of accounting information for bi-annual RMAR submissions as part of FCA Cap Ad filing by Compliance officer 
  • Provision of accounting data for ad hoc FCA surveys of IFA’s via Compliance officer