Financial Controller – Birmingham

Company: Capio Recruitment Financial Planning
Apply for the Financial Controller – Birmingham
Location: Birmingham
Job Description:

Financial Controller

Birmingham £60,000-£65,000 + benefits

A great opportunity for an experienced finance professional to step into a broad Financial Controller position within an established and growing financial services business.

This is a 12-13 month fixed-term opportunity, providing maternity cover while taking ownership of the day-to-day finance function and working closely with senior leadership. The role offers a broad remit across financial control, reporting, budgeting, forecasting and commercial analysis, alongside the opportunity to gain valuable experience within the Financial Planning / Wealth Management sector.

For someone looking for a substantial contract with genuine ownership and senior exposure, this could be a really interesting opportunity.

The Role

  • Oversee monthly management accounts, financial reporting, reconciliations and financial controls
  • Manage budgets, forecasts and cash flow, providing insight to support decision-making
  • Oversee adviser fee, commission and client income reconciliation
  • Manage payroll, supplier payments, client invoicing and credit control
  • Work with HR, external accountants and auditors on payroll, tax and statutory requirements
  • Ensure financial processes remain compliant with FCA requirements and relevant legislation
  • Provide commercial financial analysis and identify opportunities to improve efficiency and controls
  • Support the Finance Director and senior leadership team with financial strategy, business growth and potential acquisitions

About You

  • ACA, ACCA or CIMA qualified, or equivalent experience
  • Strong experience across financial reporting, management accounts and financial control
  • Experience within financial services, wealth management, financial planning or an IFA environment would be advantageous
  • Strong budgeting, forecasting and cash flow management experience
  • Good understanding of FCA regulations and financial-services compliance
  • Strong Excel and financial systems experience, with excellent analytical and problem-solving skills
  • Confident working with senior stakeholders and providing commercially focused financial insight

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Posted: October 4th, 2026