At a Glance
- Tasks: Lead financial strategy and oversee the family's financial affairs in a dynamic environment.
- Company: A prestigious single-family office managing diverse assets, including art and investments.
- Benefits: Attractive salary, discretionary bonus, and comprehensive benefits package.
- Other info: Opportunity to work closely with UHNW individuals and develop a talented finance team.
- Why this job: Join a unique family office and make impactful financial decisions for a high-net-worth family.
- Qualifications: Qualified accountant with senior finance experience and strong tax literacy.
The predicted salary is between 63000 - 77000 £ per year.
Location: Hybrid with significant time in the office near St James's, London.
Reporting to: The principal.
Remuneration: 200,000 plus discretionary bonus and benefits.
About the family office:
A privately-owned single-family office supporting a UK-based family and their personal, investment and business interests. Art is the family's principal asset class, alongside an investment portfolio, property and privately owned businesses. The office manages a number of entities and works closely with external accountants, tax advisers, lawyers, investment managers and other specialist providers. One entity is regulated as an art market participant for anti-money laundering purposes.
About the role:
The CFO has broad responsibility for the family's financial affairs and the day-to-day running of the family office. It is a senior role that combines oversight with hands-on delivery, working directly with the principal and external advisers. The CFO will lead the family office team and act as a sounding board for the family in their financial decision-making.
- Leadership: Act as a trusted adviser to the family across their personal, investment and business. Lead the family's financial strategy, working with external advisers.
- Finance and reporting: Oversee financial and management reporting across the family office and associated businesses, ensuring the family have clear and relevant information to support decision-making. Prepare financial reporting and information for Family Council and board meetings, and follow up agreed actions. Manage the annual audit and the relationship with external maintain robust internal financial.
- Treasury, cash and banking: Manage treasury, cash flow, banking and funding requirements, including mortgages and intercompany balances. Oversee business and personal bill payments, payment authorisation controls and fraud risk. Oversee personal and business tax compliance, and work with external advisers on tax planning and advisory matters.
- Investments, art, property and family finances: Oversee investment reporting and cash flows, and coordinate with investment managers and advisers. Provide financial and operational oversight of the family's art collection and related art businesses. Oversee the financial aspects of rental properties including cost and cash flow.
- People and team: Lead and develop the family office finance team and the art business team, including recruitment and performance management. Oversee HR, payroll and employment matters, working with external advisers.
- Advisers, costs and vendors: Manage and coordinate external advisers and service providers, and oversee family office costs, professional fees and supplier contracts, including ensuring the family office has the right mix of internal and external capability. Oversee insurance arrangements, working alongside the Strategy. Oversee IT systems, cyber security and external IT.
- Governance, risk and regulatory: Act as Money Laundering Reporting Officer for the regulated art market participant entity, supported by the AML compliance officer, and oversee AML, legal and regulatory compliance. Oversee company secretarial and corporate governance requirements, and work with the management team and external advisers on the wider entity. Maintain oversight of the family office risk framework and key financial, tax, statutory and governance deadlines. Identify financial, operational and governance risks and opportunities to ensure these are addressed appropriately.
Essential skills and experience:
- Qualified accountant with proven experience in a senior finance role.
- Experience of working with UHNW individuals or in a family-run environment.
- Strong personal and corporate tax literacy, with the judgement to direct advisers rather than defer to them.
- Experience of leading and developing finance or operations teams.
- Comfortable operating both strategically and hands-on in a dynamic environment.
- Sound judgement and discretion when dealing with sensitive and confidential information.
- Excellent written and verbal communication skills.
- Able to work autonomously and manage competing priorities.
Desirable skills and experience:
- Experience of the art market or other specialist asset classes.
- Experience acting as MLRO or working within an AML-regulated environment.
If you would like to find out more about the role, please send a (preferably Word) copy of your latest resume to reubenh@agreusgroup.com. REF: AGR1123
Chief Financial Officer – Single Family Office, London employer: Agreus Group
As a Chief Financial Officer at this prestigious single-family office in London, you will be part of a dynamic and supportive work environment that values both professional excellence and personal growth. The company offers competitive remuneration, including a discretionary bonus, and fosters a culture of collaboration and innovation, allowing you to lead a talented team while engaging directly with the family on strategic financial decisions. With opportunities for development and a focus on high-net-worth individuals, this role provides a unique chance to make a meaningful impact in a sophisticated financial landscape.
StudySmarter Expert Advice🤫
We think this is how you could land Chief Financial Officer – Single Family Office, London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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Don’t shy away from reaching out directly to firms like Agreus Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Chief Financial Officer – Single Family Office, London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Agreus Group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Agreus Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Agreus Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Agreus Group.
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✨Show Your Passion for Finance
Since this is a full-time position, employers at Agreus Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Agreus Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
