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- Tasks: Lead finance operations for a prestigious Family Office, managing teams and overseeing financial reporting.
- Company: Join a successful London-based Family Office known for its impactful financial management.
- Benefits: Enjoy competitive compensation and the chance to work closely with high-net-worth individuals.
- Why this job: This role offers a unique opportunity to shape financial strategies and work on diverse projects.
- Qualifications: 10+ years of experience in finance, with strong accounting and personal tax knowledge required.
- Other info: Ideal for those with a background in family offices or professional services supporting private clients.
The predicted salary is between 72000 - 108000 £ per year.
Finance Director – Single Family Office, London – PLACED
An exciting opportunity exists within this established and successful London based Family Office for an outstanding Finance Director. Working closely with the Founder to facilitate highly effective execution of projects and corporate functions within the Family Office and to oversee the finance team.
Responsibilities:
- Have oversight of Family Office Finance teams, having ultimate responsibility for bespoke financial reporting/monitoring of personal wealth and assets and detailed tax analysis.
- Manage personal tax issues, including trusts, non-dom, and remittance areas of tax.
- Manage the Treasury function, including optimising multi-currency income, expenditure, and lending.
- Oversee purchases and sales of major private assets (e.g. properties), including structural issues relating to ownership and taxation implications thereof.
- Have close liaison with members of the family who are involved with the family office, and with offshore personal trustees.
- Project manage across lifestyle assets, including maximising income from certain assets.
- Oversee the private staff of the Founder on such matters as employee contracts, recruitment, and key transactions.
- Provide support for the structuring of real estate investment deals.
For Commercial & Business, the Finance Director will:
- Ensure that the Founder’s priorities are clearly articulated, communicated and that an effective and rigorous reporting mechanism is embedded to drive accountability and successful execution.
- Design and develop suitable management reporting systems to ensure rigorous and effective oversight of all Founder’s business and investment activities.
- Develop and implement Founder’s initiatives, and the tracking of progress on stated priorities.
- Have oversight of all corporate functions within the business (IT, HR, Finance, Technology).
- Have fiduciary responsibilities as director/secretary of various business entities.
- Be responsible for corporate financial management and governance.
Skill Set and Experiences:
- 10+ years of relevant experience.
- A highly numerate hands-on accountant (probably qualified within a professional services firm) with a broad commercial awareness.
- Combination of business and personal accounting background.
- An understanding of personal tax issues, ideally experience of non-dom. and remittance areas of tax.
- Relevant evidence of people management within the Finance function and the ability to manage others.
- Family Office and/or professional service experience supporting private clients (HNW/UHNW individuals).
- Knowledge and experience of trusts.
- An excellent communicator with demonstrable ability to consolidate and report information in a clear, timely, transparent, and organised way.
- Confidence in liaising with the Founder and at the highest level with external professional advisers.
- Highly organised and effective project manager able to execute and oversee multiple projects and initiatives.
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Finance Director – Single Family Office, London – PLACED employer: Agreus
Contact Detail:
Agreus Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Director – Single Family Office, London – PLACED
✨Tip Number 1
Network with professionals in the family office sector. Attend industry events or join relevant online forums to connect with individuals who may have insights or leads on similar roles.
✨Tip Number 2
Highlight your experience with personal tax issues and trusts during networking conversations. This will demonstrate your expertise and make you a more attractive candidate for the Finance Director position.
✨Tip Number 3
Research the specific family office you are applying to. Understanding their values, investment strategies, and key personnel can help you tailor your approach and show genuine interest.
✨Tip Number 4
Prepare to discuss your project management skills in detail. Be ready to provide examples of how you've successfully overseen multiple projects, as this is crucial for the role.
We think you need these skills to ace Finance Director – Single Family Office, London – PLACED
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in finance, particularly in family offices or similar environments. Emphasize your skills in financial reporting, tax management, and project oversight.
Craft a Compelling Cover Letter: In your cover letter, address how your background aligns with the responsibilities outlined in the job description. Mention specific experiences that demonstrate your ability to manage personal tax issues and oversee finance teams.
Showcase Leadership Skills: Highlight your experience in managing teams and projects. Provide examples of how you've successfully led finance functions and communicated effectively with stakeholders at all levels.
Demonstrate Industry Knowledge: Include any relevant knowledge about trusts, non-dom tax issues, and multi-currency management. This will show that you understand the complexities of the role and are prepared to tackle them.
How to prepare for a job interview at Agreus
✨Showcase Your Financial Acumen
Be prepared to discuss your extensive experience in finance, particularly in areas like personal tax issues and treasury management. Highlight specific examples where you've successfully managed complex financial situations or projects.
✨Demonstrate People Management Skills
Since the role involves overseeing a finance team, be ready to share your experiences in managing and mentoring others. Discuss how you foster collaboration and accountability within your team.
✨Communicate Clearly and Effectively
As an excellent communicator, you should practice articulating your thoughts clearly. Prepare to explain complex financial concepts in a straightforward manner, as you will need to liaise with the Founder and external advisers.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities in real-world scenarios. Think of examples where you've had to project manage across multiple initiatives or navigate challenges related to family office operations.
