Are you ready to take the lead on the financial strategy of a growing, ambitious business where your contribution will truly matter?

Our client is a highly respected financial services organisation based in Taunton, with a strong reputation, loyal client base and a collaborative, people-focused culture. Having achieved consistent year-on-year growth, they are now looking to appoint a commercially minded Finance Director who is excited by the opportunity to influence the direction of the business and play a key role in its next phase of growth.

This role would particularly suit someone who has enjoyed success within a small to medium-sized organisation, where they've been close to decision-making, worn multiple hats, and had the opportunity to make a tangible impact. Rather than being one of many layers within a large corporate structure, you'll be a trusted partner to the leadership team, helping shape strategy, support growth initiatives and drive business performance.

Job Title: Finance Director
Location: Taunton (office based)

Salary: Up to £130,000 DOE
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 Finance Director, you will take ownership of the organisation's financial strategy, providing both commercial insight and financial leadership. Working closely with the CEO and Board, you will have a genuine voice in key business decisions and the freedom to influence how the business evolves.

This is an exciting opportunity for someone who enjoys building, improving, and growing alongside a business, and who is motivated by seeing the direct results of their contribution.

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.

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.

We're keen to speak with commercially astute finance professionals who enjoy operating in agile, entrepreneurial environments and can balance strategic thinking with a hands-on approach. You may already be a Finance Director, or perhaps a Head of Finance or Financial Controller ready to step into a broader leadership role.

For an informal chat and to find out more about this exciting role please call Vicky on , apply online or email

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