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- Tasks: Lead finance and operations for a high-net-worth family office, overseeing investments and financial reporting.
- Company: Join a prestigious family office near London, managing diverse investment strategies.
- Benefits: Enjoy a long-term, rewarding role with opportunities for professional growth and development.
- Why this job: Be part of a dynamic team, making impactful financial decisions in a confidential environment.
- Qualifications: 20+ years of experience in finance, investment, or wealth management required.
- Other info: Ideal for self-motivated individuals with strong communication and problem-solving skills.
The predicted salary is between 72000 - 108000 £ per year.
Our client, a HNW Family Office based near the London M25 is seeking an experienced senior finance professional as Finance and Operations Director , to oversee its finance and investment strategy across its equity investments, property portfolio and statutory entities.
Reporting to the Family Office principals, the role will include:
- Providing operational and administrative support to the family office, acting as a gatekeeper.
- Implementation of a long–term investment strategy across real estate, equities, funds etc.
- Oversee the reporting of wealth managers and their investment returns.
- Evaluating the cash flow requirements and tax ramifications of any investment decisions
- Management of all financial reporting for various entities, overseeing a small finance team
- Preparation of agendas and minutes/records of family office meetings as required.
- Oversee maintenance and refurbishment of family properties across various locations.
- Liaise with Accountants, Finance, Legal and Insurance representatives on the principals’ behalf.
- Ensure adequate controls and legislative regulations and disclosures are adhered to.
- Ensure all company secretarial regulations and duties are dealt with.
- Oversee the preparation of annual accounts for all entities, liaising with external auditors.
- Comply with all fiduciary duties appertaining to directors.
- Carry out research for the principals and manage ad–hoc projects as and when required.
This senior finance, investment and operations role requires an accomplished Finance Director with at least 20 years’ experience, from a similar background – Family Office, Real Estate/Property Investment, Wealth Management, an Accountancy Practice or Investment Management.
You should have a proven track record at Finance Director or Partner level in an environment that requires the strictest of confidentiality and a high degree of discretion. You will have excellent communications skills, strong problem–solving ability, be self–motivated, highly driven and have a strong sense of commitment and loyalty. This will be a long term and rewarding opportunity.
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Finance Director job with Arlington Resource Management | 4264084 employer: Be-IT Ltd
Contact Detail:
Be-IT Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Director job with Arlington Resource Management | 4264084
✨Tip Number 1
Network with professionals in the family office and wealth management sectors. Attend industry events or join relevant online forums to connect with individuals who may have insights or leads on similar roles.
✨Tip Number 2
Research the specific family office you are applying to. Understanding their investment strategies, portfolio, and values can help you tailor your approach and demonstrate your genuine interest during discussions.
✨Tip Number 3
Prepare to discuss your experience with confidentiality and discretion, as these are crucial in a family office environment. Be ready to provide examples of how you've handled sensitive information in previous roles.
✨Tip Number 4
Highlight your leadership skills and experience managing finance teams. Be prepared to discuss how you've successfully overseen financial reporting and compliance in past positions, as this will be key for the role.
We think you need these skills to ace Finance Director job with Arlington Resource Management | 4264084
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your extensive experience in finance, investment strategy, and operations management. Emphasize your previous roles in Family Offices or similar environments, showcasing your ability to maintain confidentiality and discretion.
Craft a Compelling Cover Letter: In your cover letter, express your passion for the role and the unique value you bring. Discuss your proven track record at the Finance Director level and how your skills align with the responsibilities outlined in the job description.
Highlight Relevant Experience: When detailing your work history, focus on specific achievements related to financial reporting, investment strategies, and team management. Use quantifiable results to demonstrate your impact in previous positions.
Showcase Communication Skills: Given the importance of communication in this role, provide examples of how you've effectively liaised with various stakeholders, including accountants, legal representatives, and family office principals. This will illustrate your strong interpersonal skills.
How to prepare for a job interview at Be-IT Ltd
✨Showcase Your Experience
Make sure to highlight your 20+ years of experience in finance, particularly in Family Office or Wealth Management settings. Prepare specific examples of how you've successfully managed investment strategies and financial reporting.
✨Demonstrate Discretion and Confidentiality
Given the nature of the role, it's crucial to convey your understanding of confidentiality. Share instances where you've handled sensitive information with care and discretion, emphasizing your commitment to maintaining privacy.
✨Communicate Effectively
Strong communication skills are essential for this position. Practice articulating complex financial concepts clearly and concisely. Be prepared to discuss how you’ve effectively liaised with various stakeholders, including accountants and legal representatives.
✨Prepare for Problem-Solving Scenarios
Expect questions that assess your problem-solving abilities. Think of challenges you've faced in previous roles, particularly related to cash flow management or investment decisions, and be ready to discuss how you approached and resolved them.
