JSS
Finance Director - Wealth Management
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Organisation
A confidential, private equity-backed wealth management platform is seeking a Finance Director to join a rapidly growing business. The organisation operates a national advisory network supported by a proprietary technology platform and in-house investment capabilities. It has ambitious expansion plans through both organic growth and acquisitions, with a strong focus on scalable infrastructure, operational excellence and long-term value creation.
The Role
The Finance Director will build and lead an institutional-quality finance function, partnering closely with the Board and executive team to support strategic growth, financial performance and governance. The role spans financial control, FP&A, board reporting, commercial finance, cash management and business partnering.
Key Responsibilities
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- Build and develop a best-in-class finance function capable of supporting a high-growth business.
- Lead financial planning, budgeting, forecasting and performance reporting.
- Provide commercial insight and strategic decision support to the Board and executive leadership.
- Develop high-quality Board reporting with meaningful commercial analysis.
- Partner with operational leaders to drive performance and deliver business objectives.
- Oversee financial control, accounting processes and external service providers.
- Manage liquidity, cash flow and capital planning.
- Support evaluation of acquisitions, investments and strategic initiatives.
- Develop strong relationships with internal and external stakeholders.
Candidate Profile
- ACA qualified with significant post-qualified leadership experience.
- Big Four training advantageous.
- Experience in regulated financial services environments.
- Wealth, asset management, private markets or other relevant financial services experience preferred.
- Proven ability to build high-performing finance teams and influence senior stakeholders.
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Core Competencies
- Strategic finance leadership
- Board-level communication
- FP&A and commercial finance
- Financial control and governance
- Business partnering
- Process improvement
- Stakeholder management
- Leadership and team development
Personal Attributes
Commercial, hands-on and results-oriented with strong integrity, resilience and gravitas. Comfortable operating in a fast-paced, entrepreneurial environment and passionate about building scalable finance capabilities.
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