About Us
At Wealthtime, we take pride in our role as a multi-award-winning financial technology company, known for our outstanding 5-star service platform. Our journey is guided by our shared values and behaviours: 'Seek Opportunity', 'Nurture Each Other' and 'Simply Get Going.'
With new ownership since 2021 and significant investments of over £17 million, Wealthtime is on an exciting path of growth. Our team, consisting of approximately 300 dedicated individuals, is at the heart of our journey, and we welcome you to join us as we continue to make our mark in the industry.
About The Role
Working closely with the Group Financial Controller and other senior members of the finance team, this role is responsible for all of the business’s financial reporting requirements including monthly Group accounts, annual statutory accounts, regulatory and debt reporting.
The role holder will be a key point of contact for the PE investors, auditors and other stakeholders. Furthermore, the role holder will have oversight of the Group’s financial records and processes and will be responsible for the management of two trainee accountants in support of this function.
Key Responsibilities
- Production and review of monthly consolidated group accounts along with supporting analysis.
- Act as a mentor and leader for the two direct reports; reviewing and overseeing their work, supporting their career development and supervising their training.
- Key point of contact for delivery of information and financial support to the PE investors.
- Responsible for production of statutory accounts for the group, including consolidated group accounts, ensuring that the statutory process is managed, from extraction of figures, through to review, approval and filing.
- Production and submission of monthly, quarterly and annual debt reporting. Responsible for ensuring debt covenants are monitored and complied with and for general oversight of the business’s treasury and debt positions.
- Ensuring compliance with regulatory requirements through monitoring of financial risk metrics and calculation of regulatory capital and liquidity positions.
- Responsible for submission of quarterly and annual financial returns to the FCA as well as ensuring all supporting information and calculations are accurate.
- Key point of contact with the Group’s external auditors for provision of information and other audit support, contributing to the audit plan and ensuring deliverables action points are followed up.
- Oversight of corporation tax calculations and compliance; calculating monthly corporation tax liabilities, liaising with the business’s external tax advisers and managing the overall group tax position.
- Responsible for a number of key balance sheet accounts and supporting technical calculations including investments and goodwill, impairment reviews, lease calculations and share based payments.
- Reviewing and updating of financial policies and procedures, ensuring that all processes and controls are appropriate and up to date.
- As a key member of the finance team, the role holder will be called upon to provide insight and opinion as required, drawing on their skills and experiences. They will also also be required to undertake other activities that fall within their capabilities, depending on the requirements of the business and as directed by management.
About You
Essential
Specialist Skills, Qualifications and Experience:
- Qualified accountant with some additional post qualification experience gained in industry, ideally from either the technology and/ or financial services sectors.
- Experience of the monthly financial reporting process; production, of management accounts along with supporting reconciliations, controls processes, analysis and financial commentary.
- Experience of working with consolidated Group accounts, ideally gained from either a practice background or from working in a Group reporting role.
- Experience of managing the statutory audit process, either from the perspective as an auditor, or as an audit client.
- Competent user of Microsoft Excel.
Desirable
- Experience of managing and mentoring junior staff, including providing support and guidance with regards the training and qualification process.
- Experience of working within a PE environment.
- Experience of FCA regulatory reporting.
- Familiarity with external debt reporting, including covenant compliance and debt ratios.
- Experience of corporation tax calculations and disclosures.
- Experience of working in an environment subject to high levels of change, either due to business expansion, acquisitions or changes in strategy and/or structure.
- Experience or working within the platform and/ or IFA sector.
Rewards & Benefits:
Competitive Compensation: We offer a competitive salary that reflects your skills and contributions.
Hybrid Working: Enjoy the flexibility of a hybrid work model, balancing the comforts of home with the camaraderie of the office.
Yearly Discretionary Bonus: Look forward to a yearly discretionary bonus as a token of appreciation for your dedication.
Generous Holiday Package: You'll receive 34 days of holiday per calendar year, including bank holidays. Plus, we offer the option to purchase or sell up to 5 additional days per year, tailoring your time off to suit your needs.
Wellbeing at Heart: We understand the importance of your well-being, which is why we offer a Wellbeing day, allowing you to take a break when you need it most, whether it's for your birthday, moving house, or simply pampering yourself.
Professional Growth: We're committed to your professional development and will support and encourage your career advancement.
Comprehensive Health: You and your family's health is a priority for us. We provide a Private Medical scheme that can be extended to full family coverage, an Income protection scheme, and a Life assurance scheme.
Financial Security: Prepare for your future with our Group contributory pension scheme.
Travel with Ease: We offer interest-free season ticket loans to help with travel costs.
Giving Back: You can participate in our Wealthtime Foundation Day to support charitable activities.
Opportunities for Growth: We actively promote internal progression, so your journey with us can take you from agent to team leader and beyond.
Recognition Matters: Our excellent in the moment recognition scheme ensures your hard work is acknowledged and celebrated.
Wealthtime is an equal opportunities employer that places high value on a diverse and inclusive workplace. We recognise that people work in different ways, appreciate alternative viewpoints, celebrate individuality, and cultivate a culture where everyone can be their authentic selves at work. We are deeply committed to fostering a diverse workforce and welcome applications from individuals of all backgrounds, beliefs, cultures, gender identities, ethnicities, sexual orientations, abilities, and long-term health conditions.
