23 Nov 2023

Head of Wealth Solutions Finance

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Are you a qualified accountant seeking a new challenge? A leading provider of wealth management services is seeking a Head of Wealth Solutions Finance to join their team.

Key responsibilities

  • Managing a team of accountants
  • Overseeing and validating the accounting preparation by the team
  • Collating and analysing data trends 
  • Ensuring compliance with all regulatory reporting requirements
  • Setting up systems to support the management of financial and regulatory reporting as required
  • Supporting the management of the annual audit process worldwide 
  • Managing preparation and submission of tax reporting in Guernsey and other locations 
  • Overseeing the company procurement processes 
  • Overseeing and validating management information- specifically expense budget and expense analysis- including monthly and quarterly reporting
  • Participating in Finance project work as required 

For this role, you need to be a qualified accountant with 5 years + experience, along with good people management skills. In addition, you need strong knowledge of Microsoft 365 especially Word and Excel and excellent planning and prioritisation skills. If this sounds like a great opportunity, get in touch with one of our team today!


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