Private Finance is an independent mortgage advisor, providing expert advice and a high-quality service to discerning clients.

As Financial Controller you will be expected to have the relevant requirements, skills and knowledge:

  • Access to confidential and sensitive information (as well as the company’s bank accounts) – so honesty, integrity and reliability is a key expectation.
  • The requisite knowledge for the role being undertaken.
  • Detailed knowledge and understanding of the firm’s record keeping requirements.
  • I.T literate.
  • Good numerical and written communication skills.
  • Self organised.

As Financial Controller your duties will consist of:

  • To take the company’s present financial management to an optimal state. This will include utilising technologies and integrating accountancy software into our present systems and thus working alongside other project managers.
  • Streamline procedures to introduce efficiencies.
  • Monitor agreements with third parties to ascertain if efficiencies can be made. 
  • Maintain Xero, the financial software package, so that it provides a real time snapshot of the company’s position.
  • Daily financial reporting.
  • Production of monthly management accounts.
  • Pipeline monitoring to include; daily monitoring – chasing completion dates where appropriate and weekly reports – to ensure brokers and support are fully aware of case progression, fees received, compliant status.
  • Monitor the cash balance of the bank account and ensure the minimum balance threshold isn’t breached.
  • Bank account reconciliation.
  • Send and chase outstanding fee invoices post standard 14 day rule.
  • Ensure the production of quarterly management accounts.
  • Assist with commission queries, process commission payments and produce monthly commission statements for consultants and introducers. 
  • Manage the firm’s pension contribution obligations.
  • Maintain the new business register.
  • PA duties to the M.D. 
  • Ensure files are satisfactory & eligible for commission payments.
  • Comply with the Financial Services and Markets Act 2000 and the relevant FCA rules at all times
  • Comply with the relevant compliance, TCF, financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the firm at all times.

For further information please send your CV to

Reference: Financial Controller London


© Private Finance Limited, 2020. Private Finance provides independent mortgage advice and arranges individual mortgage solutions for clients. Private Finance is a trading style of Private Finance Ltd, 29 Lincolns Inn Fields, London, WC2A 3EG, registered in England no. 3855776 and its Appointed Representatives. Private Finance Limited is authorised and regulated by the Financial Conduct Authority (FCA registration number 310566).

Private Finance Ltd is rated 4.95 stars by based on 797 merchant reviews

4.95 / 5 Rating
797 Reviews
Private Finance, Anuj & Halcyon have been truly fantastic! We mostly dealt with Anuj and he really seeped inform us and support us in finding the perfect deal for our first mortgage. I would highly recommend Private Finance to anyone and have already referred some friends to them. Will certainly be dealing with these guys again. Thanks Anuj!
Very happy to work with Private Finance on my mortgage and home insurance - they are responsive and available to explain the various options.
Anuj and Halcyon have been incredibly helpful with assisting me in securing a mortgage on my first house and have provided a standard of service over and above all expectations. Massive thank you to the both of them and I will definitely be using Private Finance again, as well as recommending them to others
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