Deputy Head of Finance

WHO ARE WE?

We’re Castlefield, a financial planning and investment management business established in Manchester in 2002. We call ourselves the Thoughtful Investor because we help a range of clients with their investments and pensions and we are at the forefront of responsible, social and ESG investing. Having a great culture is important to us here at Castlefield. We are an employee-owned business where all staff are co-owners, able to achieve their full potential and share in our success.

Shared ownership, and the fact that our employees can share in our business and profits, lies at the heart of our group, along with our focus on responsible and sustainable investment advice. It’s what makes us different and it’s the driving force behind our success.

We are looking to build the capability of our support teams and are seeking a fully qualified Deputy Head of Finance. The main purpose of this role is to contribute to the overall success of Castlefield by ensuring its ongoing viability and securing its financial future. You will also line manage the team and deputise for the Head of Finance.

THE ROLE

Team: Finance

Reports to: Head of Finance

Location: Manchester, with remote / hybrid working available

Hours: Full time (37.25 pw)

Planned start date: as soon as possible

**Salary**: £45,000 - £48,000 base salary + £5,000 for relevant “chartered” qualification

**Responsibilities**:

- Oversee and contribute to the preparation of relevant, accurate and timely, monthly management accounts for individual companies (3 regulated, 1 parent) and the consolidated group
- Ensure all reporting requirements are met, whether statutory or regulatory:

- Review and upload regulatory returns to the FCA’s RegData system
- Review and submit FCA and ONS surveys or other ad-hoc requests
- Review and submission of (partially exempt) VAT returns
- Oversight of and assisting with the preparation of annual budgets and HY reforecasts, including cash flows and FCA requirement considerations
- Scenario modelling for the preparation of the ICARA and liquidity risk management frameworks
- Point of contact for the Group’s auditors, insurance brokers, etc
- Other ad-hoc projects which may arise as directed by the Head of Finance or Managing Partner
- Line manage the team on a day to day basis

DO YOU HAVE WHAT IT TAKES TO JOIN US?
- Expert Excel Skills
- Ability to communicate at all levels
- Exceptional organisational skills
WHY JOIN US?

We offer a great work environment along with other benefits:

- Training through Castlefield Academy Programme
- Transparent and consistent approach to career development through which you will be able to develop your technical knowledge and interpersonal skills
- Opportunity to be part of an employee-owned business which values employee involvement
- Contributory pension scheme
- Up to 30 days of holiday
- Opportunity to join a tax-incentivised shareholder incentive plan
- Opportunity to work remotely for those who would like to
- NHS Top Up scheme

You are expected to follow the FCA Conduct Rules:

- You must act with integrity
- You must act with due skill, care and diligence.
- You must be open and co-operative with the FCA/PRA/other regulators
- You must pay due regard to the interests of customers and treat them fairly
- You must observe proper standards of market conduct

**Job Types**: Full-time, Permanent

**Salary**: £45,000.00-£48,000.00 per year

Additional pay:

- Bonus scheme
- Performance bonus

**Benefits**:

- Additional leave
- Company events
- Company pension
- Employee discount
- Profit sharing
- Referral programme
- Sick pay
- Store discounts
- Wellness programmes
- Work from home
Schedule:

- Monday to Friday
COVID-19 considerations:
Reference ID: Finance / CPL