Finance Director

Are you ready to take the reins of financial leadership in a dynamic financial institution? Our client a respected financial services organisation in the Southwest, recognised for its strong client relationships and collaborative culture is seeking a passionate and strategic Finance Director. You will be instrumental in shaping the organisation's financial future within a business that has grown consistently year on year. This is your chance to join a vibrant team and make a significant impact!

Job Title: Finance Director
Location: Taunton

Salary: Dependent on experience and to be discussed at application
Hours: Full time (Monday-Friday)

Why Our Client?

Comprehensive Induction: Kickstart your journey with an extensive induction programme and continuous development opportunities.
Generous Bonus Scheme: Enjoy a rewarding annual bonus scheme.
Referral Commission: Earn for introducing friends and family to our client.
Work-Life Balance: Benefit from 30 days of holiday plus bank holidays and a Christmas close down.
Special Days: Get an extra day off for your birthday!
Health Support: Access to the BUPA Employee Assistance Programme.

The Role:
As the Finance Director, you will lead the financial strategy, ensuring long-term sustainability, robust governance, and strategic commercial decision-making. Partnering closely with the executive team, you will drive growth, manage risk, and optimise performance.

Key Responsibilities:

Strategic Leadership:

Develop and execute the organisation's financial strategy aligned with business objectives.
Serve as a key advisor to the CEO and Board on financial planning, performance, and risk management.
Support acquisitions and commercial decision-making.

Financial Management & Control:

Oversee budgeting, forecasting, and long-term financial planning.
Ensure accurate and timely financial reporting and statutory compliance.
Maintain robust financial controls, policies, and procedures.
Manage cash flow, working capital, and funding requirements.

Governance, Risk & Compliance:

Ensure compliance with all regulatory, tax, and reporting requirements.
Lead audit processes and cultivate relationships with external auditors.
Identify and mitigate financial and operational risks.

Commercial & Performance Insight:

Provide clear financial insights to support operational and strategic decisions.
Analyse profitability, cost efficiency, and return on investment.
Develop KPIs and performance dashboards for senior leadership.

Team Leadership:

Lead, develop, and mentor the finance team as it grows.
Foster a high-performance culture with strong accountability and collaboration.
Ensure succession planning and capability development within finance.

About You:
We are looking for candidates who possess:

Commercial Acumen: You are financially savvy and have a proven track record of driving performance.
Strategic Mindset: You excel at translating complex financial data into clear, actionable insights.
Collaborative Leadership: You thrive in fast-paced environments, demonstrating sound judgement and integrity while working alongside executives.

Skills & Experience:

Strong commercial acumen with strategic thinking capabilities.
Experience working within a regulated professional services company
Deep knowledge of financial reporting, budgeting, forecasting, and cash management.
Experience working with senior stakeholders and boards.
Professional accounting qualification (e.g., ACA, ACCA, CIMA, or equivalent).Personal Attributes:

Strategic, analytical, and commercially minded.
Confident decision-maker with strong integrity.
Clear communicator able to translate financial data into business insights.
Resilient, adaptable, and comfortable with ambiguity.

For an informal chat and to find out more about this exciting role please call Vicky on (phone number removed), apply online or email (url removed)

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