Wealth Management Professional

2 weeks ago


Essex, United Kingdom Deerfoot Recruitment Solutions Limited Full time

A leading boutique wealth management company is seeking an experienced Wealth Management Professional to oversee its financial operations. Based in Basildon, Essex, this role comes with a salary package of up to £55,000 per annum.

In this dynamic environment, you'll play a key role in driving strategic impact and shaping the financial health of our firm. Your responsibilities will include:

  • Overseeing financial operations and ensuring 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.

We require a highly skilled finance professional with advanced Excel skills and experience with accounting software like Sage or Xero. An ACA, ACCA, or CIMA qualification (or equivalent) is necessary, along with proven success in finance roles within financial services, wealth management, or a related sector.



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