Finance Manager London (GB)

Full Time (≥ 80%)
Posted on

About us

LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth management. Alongside the LLP we also have two other entities which focus on US and Jersey based clients. Our head office is based in London however we have a presence in Edinburgh, Jersey, Leeds, Birmingham and Bristol. The plan was simple: put our clients first by providing a transparent service, designed around what is right for each of them. By drawing together in-depth knowledge and experience from across the industry, we provide a flexible, bespoke service adapted to each of our clients’ needs.
Our mission is to create long-term value for all stakeholders. Our culture encourages individuals to generate, develop and implement ideas which will strengthen our business. Belonging, respect, integrity, conviction and entrepreneurship are our core values. As our brand recognition grows, we are fast becoming an employer of choice in our sector. We have over £29 billion in funds under management and circa 700 staff.

Your challenge

Business Unit

The Finance department is responsible for all financial reporting for LGT Wealth Management Group entities and also for LGT Bank UK Branch.  Financial reporting includes regular and ad hoc internal management information for all seven entities, as well as statutory reporting to Companies House, HMRC and Financial Conduct Authority. The Finance department takes a lead role in enabling the senior management of the firm to deliver on the Group’s strategy.

Brief Role Objective:

As Finance Manager you are responsible for the production of timely monthly financial information in the form of Management Accounts and Management Information, including written reporting on analytical review and budget variance analysis. Additionally, you will play a key role in finance team projects supporting our business analyst to create efficiencies within the team and provide senior stakeholders with real time financial information.

Key Responsibilities:

    Preparing monthly management accounts for the LGT WM Ltd.

    Analysis on the financials - including analytical review and commentary.

    Support Head of Controlling preparing management reporting for Regional offices along with middle office departments with the aim on taking full ownership.

    Intercompany reconciliations within LGT WM Group entities as well as the wider LGT Group.

    Regulatory reporting for all LGT WM Group entities.

    Tax reporting for all LGT WM Group entities (Partnership Tax Return, Corporation Tax Return & VAT).

    Support during year end statutory financial audit.

    Support Head of Controlling on various projects.

Your profile

Key Skills and Competency Requirements:

  • Ability to deliver quality in a fast paced environment
  • Excellent numeracy, verbal and written communication skills
  • Strong planning and organisation skills
  • Strong sense of ownership and ability to follow tasks through to completion
  • Ability to work in high pressure environment and manage multiple projects


  • Professionally qualified accountant with ACA, ACCA or CIMA qualification
  • 3-5 years post qualified experience
  • Strong Excel skills
  • Prior Financial Services experience essential.
  • Solid understanding of financial reporting requirements
  • Be a self-starter and deliver reports in a timely and accurate manner.
  • Experience in preparing management account and key performance data
  • Proven stakeholder management experience and relationship building skills

Do you feel addressed? Then simply fill out the online application. We look forward to getting to know you.


Alex Johnson

Alex Johnson

Senior Recruitment Advisor
LGT Wealth Management UK LLP

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Transparency is important to us. That is why you will find everything that matters to us on our website – plus everything you should know about us before you meet us in person, open an account or apply for a job. That includes, for example, the history of the Princely Family, which is closely intertwined with our own.

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