Finance Manager - Boutique Wealth Management Firm
Location: Basildon, Essex (Free Onsite Parking)
Role: Full-Time, Permanent | 3 Days Office-Based, 2 Days Remote
Salary: £45,000-£55,000 neg
Benefits:
*Discretionary Bonus
*Share Options
*Pension Plan
*25 Days Annual Leave + Bank Holidays
Are you a skilled finance professional ready to take ownership of financial operations in a dynamic, fast-paced environment? We are a boutique wealth management company seeking a Finance Manager who thrives on taking initiative and driving strategic impact.
Why Join Us? This is more than just a finance role. You’ll play a pivotal part in shaping the financial health of our growing firm, working closely with senior leadership. This opportunity blends strategic oversight with hands-on involvement, offering variety, and the chance to make a real difference.
What You’ll Do: As our Finance Manager, your responsibilities will include:
*Overseeing financial operations and compliance with UK accounting standards and regulatory requirements.
*Supporting leadership with financial planning, analysis, and strategic insights.
*Managing client-related financial processes with precision and professionalism.
*Leading projects like general ledger migrations and process improvements.
*Streamlining reporting, automating workflows, and ensuring the integrity of financial data.
What You’ll Bring: We’re looking for a proactive, detail-oriented finance professional with the following skills and experience:
Essential Skills & Behaviours:
*Strong analytical mindset and advanced Excel skills.
*Experience with accounting software like Sage or Xero, including reporting and automation.
*Ability to handle multiple priorities and work to tight deadlines.
*Excellent interpersonal and communication skills.
*A self-starter attitude with a passion for challenging the status quo and improving processes.
*Integrity, attention to detail, and a commitment to excellence.
Experience & Knowledge:
*ACA, ACCA, or CIMA qualification (or equivalent).
*Proven success in finance roles within financial services, wealth management, or a related sector.
*Familiarity with UK GAAP and FCA compliance/reporting (highly desirable).
*Hands-on experience managing end-to-end accounting functions in smaller organisations.
Why This Role? You’ll be part of a collaborative team where your contributions are valued and your expertise shapes decisions. With a mix of office-based and remote working, generous benefits, and a supportive culture, this role offers both challenge and reward.
If you’re ready to grow your career while helping our firm thrive, we’d love to hear from you!
Apply now and take the next step in your finance career.
If this role isn’t the right fit for you, we have a fantastic candidate referral reward program in place. We offer payouts at both interview and placement milestones. For further details, please visit our website.
Deerfoot Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.