Financial Controller / Finance Director 


Equilibrium Asset Management is the award winning Chartered wealth management company, named as one of the best small company to work for in the Times 100 Best companies list. Equilibrium offers a genuinely personalised financial and investment management service. 

We are currently recruiting for an experienced Financial Controller to add to the management team. Due to the size and nature of the role we are looking for someone to come in as a Financial Controller however, dependent on the individual, there is real scope for this role to develop with the companies strategic growth plans and could become a FD position in the longer term.

The ideal candidate will be CIMA/ACCA Qualified Management Accountant.

The role requires someone who is highly organised, dynamic, a lateral thinker and a problem solver, ideally with a background in wealth management.

As our Financial Controller you will:

  • Bind finance to the entire senior management team, doing so by being a great communicator and understanding the entire business, not just the ins and outs of your own department.
  • Be responsible for Equilibriums financial reporting, as well as company transactions from accounts payable to payroll and control accounts to general operational finance.
  • Ensure that the implications of your reports are clear to all and that each department within Equilibrium understands how its contribution impacts the overall company strategy and goals.
  • Ensure that the numbers you report relate directly to improving performance and delivering objectives.
  • Have strong leadership skills, interpersonal flair and charisma.
  • Carry out this financial and highly technical role within the entire business environment. The ‘soft skills’ are as important as the figures.

Managing a small team you will be expected to take a very hands on approach to your day to day work. Including producing monthly management accounting, managing payroll, overseeing and understanding the fee collection process with the advisery team, meeting with and informing budget holders of their YTD status and generally being the first port of call for all accounts queries.

As our Financial Controller the following is essential:

  • Familiar with Sage and ideally a working knowledge of Great Plains.
  • Ability to create cash flow reports, complete VAT Returns and other regulatory reporting, weekly MI reports and analysis of various areas of the business upon request
  • Creation of monthly management accounts
  • Creation and management of budgets.
  • Liaising with suppliers and vendors and negotiating contracts as and when appropriate.
  • Confident in learning systems that may be unfamiliar such as Curo, Volume and other CRM tools.
  • Sound bookkeeping knowledge.
  • Ability to liaise with auditors for end of year accounts.
  • Confidence in submitting FCA returns.
  • Comprehensive analysis of projects on request.
  • Experience of working as a Management accountant ideally for an entrepreneurial SME organisation.
  • Confidence in working in a small team where there is potential for growth and where individual contribution is encouraged and expected.
  • Comfortable with IT systems such as Microsoft Office.

You will report to the Managing Partner and whilst accounts is a small team it plays a pivotal role in the running of our successful wealth management business.  

As part of the wider Equilibrium team the financial controller will be:

  • Collaborative
  • Fast paced
  • Organised
  • Self motivated
  • A quick learner
  • Happy to get involved in the day to day duties of a small accounts team.

In return we offer a fantastic place to work with the freedom to truly make this role your own.  We recognise the importance of our staff and as such reward with a highly competitive salary along with a fantastic benefits package such as bonus (13% last year), contributory pension, life assurance (4 x salary) and income protection. We provide a complimentary breakfast to all staff every day, and a very generous holiday entitlement of 33 days plus bank holidays. 

Our employees attend an Annual Staff Briefing Conference in Manchester each year, which contributes to our friendly and dynamic office environment. 

If you believe you can be an asset to our award winning business and want to work in a positive and inclusive environment then please do not hesitate to get in touch.