Finance & Operations Manager

Job description

Equifind has partnered with a boutique, fast-growth wealth management group to recruit a Finance & Operations Manager. This newly created role is based in their London office near Mayfair and will require office attendance 3-4 days per week.

With £450m in assets under management and an ever-increasing client base, it's an exciting time to join as the business gears up for a busy period of transactions.

This will be the first dedicated finance hire, reporting directly to the Managing Partner, who is keen to nurture and develop this individual.

It's a great role for someone with a finance background who wants greater visibility across the business and wishes to take part in more commercial and strategic operations.

Key duties include

• Take ownership of the monthly close process for all group entities.
• Prepare monthly and quarterly management reports including balance sheet maintenance.
• Preparation of annual budgets for the group and individual entities.
• Manage all compliance reporting including KYC and AML checks
• Key point of contact for annual key elements of external financial audits across the group.
• Contributing to the improvement and development of financial controls, processes, and reporting.
• Supporting the delivery of accurate and timely management information.
• Assisting with the migration of data from legacy accounting systems to the group’s accounting software.

Key requirements

• ACA/CA qualified accountant.
• A minimum of 3 years experience, either within a similar business or an accounting practice.
• Advanced-level Excel skills.
• Good interpersonal and communication skills.
• Solid understanding of financial reporting requirements.
• Proven stakeholder management experience and relationship building skills.

Package details

• £60-70,000 base salary.
• Discretionary annual bonus.
• Employer pension contribution.
• 27 days annual leave.
• Private medical insurance coverage.
• Group income protection.
• Plus, a host of additional perks and benefits!

Extra information

Status

Open

Education Level

Secondary School

Location

City of London

Type of Contract

Full-time jobs

Published at

20-08-2026

Profession type

Management

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English