Financial Planner jobs in United Kingdom

At Artex, we reimagine what risk management can be and we do it with bold thinking, deep expertise, and an unwavering belief in what’s possible. As part of our global team, you’ll help clients navigate complex risks through creative, forward‑looking solutions that go beyond the expected. This is a place where innovation is encouraged, ideas are welcomed, and no two days look the same. We’re a community of confidently curious problem‑solvers, opportunity seizers, and collaborative thinkers, working together to challenge convention and shape the future of our industry. Here, you’ll be supported to explore your potential, grow your expertise, and make a meaningful impact on a global scale.

The Chief Financial Officer, Artex Capital Solutions (ACS) will be a senior member of the Artex Capital Solutions (“ACS”) leadership team responsible for overseeing the financial operations of ACS and executing the financial strategy which includes but not limited to financial planning, budgeting, forecasting, cash flow, investment risk and opportunities, etc. This role assists the CEO, ACS with developing strategic plans to improve ACS overall financial health.

• Provide oversight and management of financial accounting, reporting, budgeting and planning of the Company.
• Participate in the Company’s overall management decisions and strategic direction.
• Identify and address financial risks and opportunities for the Company.
• Provide analysis of financial performance of ACS.
• Maintenance of books and records of all ACS companies and timely production of financials.
• Act as the financial subject matter expert for Bermuda payroll and employee benefits.
• Management of Group Banking function to ensure quality servicing of both internal and external clients.
• Supervision of the finance team including mentoring, provision of adequate training and completion of annual appraisal process.
• Special projects as and when required.
• Participate in assignments as directed by the CEO,ACS.
• Demonstrate appropriate knowledge of relevant AML/ATF legislation and applicable acts and regulation in the jurisdictions in which the Company operates. Ensure compliance with the same, including effective control management and appropriate governance oversight within your remit.
• Understand your clients and ensure relevant updated KYC documents are available.
• Collaborate with management and risk and compliance to elevate observed concerns or report matters that indicate a client is or is likely to be out of compliance. Where necessary, uphold utmost confidentiality of matters under investigation or instances where a report has been filed for suspicious activity.

• A professional accounting qualification CPA, CA, ACA, ACCA) is required.
• A minimum of 10 years of related work experience working within the financial services or (re)insurance industry in a leadership position.
• Detailed knowledge and experience of financial reporting and budgeting is a requirement.
• Advanced level understanding of financial accounting and GAAP requirements.
• Strong commercial acumen with a demonstrable track record in managing critical business relationships effectively.
• Demonstrable communication and leadership skills.
• Excellent verbal, written and interpersonal communication skills.
• Strong organization, analytical and time management skills; ability to manage competing priorities and meet deadlines.
• Experience with various accounting and ERP platforms is required.
• Advanced skills in Microsoft Office