Group Finance Director

  • Part-time

Company Description

Wills & Trusts Wealth Management Group Ltd and Trust DFM (Discretionary Fund Manager) are currently going through a period of organic growth as we expand our long established Independent Financial Advisory business and extend our range of services with new Legal and Accountancy practices. In line with our exciting growth plans we have created a new opportunity for a part-time Group Finance Director.

Job Description

As Group Finance Director you will play a pivotal role on the Board of Directors in defining the strategic plans for our finances across the group of companies. Wills & Trusts are unique within our industry as we are owned entirely by our staff and our clients, all of whom have a vested interest in our ongoing success. You will responsible for shareholder reporting, compliance and long-term financial planning for a business that is rapidly moving away from being a small practice into a much larger and more complex group of companies. As the group grows it is vital that our Group FD understands and nurtures our culture whilst also creating a financial structure that is conducive to achieving our longer term vision.

Core responsibilities will include:

  • Strategic financial planning for Wills & Trusts Wealth Management Group Ltd (including W&T IFA, Trust DFM, W&T Solicitors and W&T Accounting)
  • Defining and establishing the investment strategy for shareholders and lenders
  • Delivering value for staff & external shareholders while maintaining the culture and ethos of the business.
  • Quarterly reporting to shareholders and stakeholders
  • Setting long term goals for the Finance team, embedding effective controls and robust processes to support on-going growth and financial performance across the portfolio
  • Supporting the culture of the group, with a strong focus on timely reporting of management information, blending financial and operational performance metrics to drive the Vivid Vision
  • Ownership of the long term budget process including budgets for all new projects & capex
  • Effectively manage the finances of the business from an external view point
  • Oversee the production of the management and statutory accounts, delivering accurate and timely financial reporting
  • Business Partnering with key stakeholders and COO to ensure the delivery of strategic objectives
  • Ensuring control systems are in place for financial control, management and reporting
  • Implementation of initiatives to grow location, product and service profitability
  • Management of funding, banking and auditing relationships
  • Constantly review group structures to ensure compliance with relevant legislation including statutory and tax reporting requirements at the same time having the most effective tax structure.
  • Working alongside the Leadership Team to identify and assess new business opportunities
  • Continuously monitoring the financial climate, building financial models/projections for the business and realigning strategic direction when required.
  • Be an ambassador for the Wills & Trusts Culture internally, externally and with our Shareholders.

The opportunity will require an initial commitment of between 4-10 days per calendar month; you will primarily be based in Thame, Oxfordshire although occasional travel to other office locations across the UK may be required. (Interim contracts will also be considered as well as permanent).

You will be joining the business at an exciting time as we commence our expansion plans, as such this opportunity would be well-suited to an individual that is energetic and thrives in a change oriented environment. You will take a relatively loosely structured leadership approach towards getting things done, accepting different opinions whilst also utilising your existing knowledge and experience to implement the financial structures required to lead the group into the future.

 

 

 

Qualifications

Our ideal applicant will be qualified (ACA, ACCA, CIMA, ICAEW) with a proven track record of managing the complexities of a number of different companies within a portfolio. As you will also be required to represent Wills & Trusts with our Founder Shareholders on a business & personal level excellent interpersonal skills are essential.