At a Glance
- Tasks: Lead and build a finance function for a private family office, overseeing funds and investments.
- Company: Dynamic single-family office with a focus on professionalising finance operations.
- Benefits: Flexible remote work, competitive salary, and the chance to shape financial strategies.
- Other info: Opportunity to work closely with external advisers and develop governance frameworks.
- Why this job: Make a significant impact by managing wealth and investments for a private family.
- Qualifications: Senior finance leadership experience and strong technical knowledge in multi-entity environments.
The predicted salary is between 81000 - 99000 £ per year.
Location: Flexible (remote, with access to UK hubs such as London / Midlands)Reporting to: Principal(s) / Family Ownership
Structure: Single‑family office with operating businesses and investment entities Role Overview The CFO will act as the central financial steward for a private family, overseeing the flow of funds from a holding structure into multiple family investment vehicles and operating businesses.
The role combines strategic oversight, hands‑on implementation and coordination of external advisers across tax, accounting and wealth management.
This is a newly created position, responsible for building and professionalising the family’s finance infrastructure following a significant liquidity event.
Key Responsibilities Family Office & Structural Oversight Design, implement and lead a family office–style finance function from the ground up.
Oversee cash and asset flows between the holding entity, family investment companies and operating businesses.
Establish and maintain appropriate financial controls, processes and reporting across all entities.
Ensure accurate and timely consolidated reporting for the principals.
Intercompany & Entity Management Structure, document and manage intercompany loans (including interest calculations and reconciliations).
Maintain books and records across multiple entities, including investment vehicles and trading companies.
Oversee transfers of funds to and from operating businesses (e. g. real estate, healthcare, construction, leisure or similar sectors).
Personal Finance & Payroll Manage personal payrolls and related payments for family members and connected individuals.
Oversee personal cashflow management and coordinate with external wealth managers on implementation of investment decisions.
Tax, Regulatory & Jurisdictional Oversight Act as a “second eye” on tax and regulatory risk, particularly where principals are resident in different jurisdictions to the corporate entities.
Work closely with external tax advisers to ensure: Correct corporate residency treatment.
Proper handling of VAT, withholding tax, CIS and related obligations.
Ad-hoc DRC reviews may be required.
Structures are robust and future exit or transaction events are well planned.
Ensure recommendations from advisers are appropriately challenged, interpreted and implemented.
Governance, Risk & Reporting Develop clear governance frameworks and approval processes around significant capital movements, investments and distributions.
Produce regular, understandable reporting for principals covering: Net worth, liquidity and commitments.
Performance of investment and operating entities.
Key risks, upcoming decisions and tax considerations.
Stakeholder & Adviser Management Serve as the primary internal counterpart to external accountants, tax advisers, lawyers and wealth managers.
Coordinate and challenge advisers to ensure advice is practical, coherent and aligned with the family’s objectives.
Build trusting relationships with principals while maintaining appropriate professional independence.
Candidate Profile Experience Senior finance leader (e. g.
CFO, Group Financial Controller, Head of Family Office) with experience in: Private family office, single‑family office, UHNW, or complex private holdco / investment structures.
Managing multi‑entity, multi‑jurisdiction environments with significant intercompany activity.
Strong technical grounding in: Consolidated reporting and entity structuring.
Tax‑aware cashflow management and financing between entities.
Working closely with external tax, legal and accounting providers.
Skills & Attributes High levels of integrity, discretion and personal trustworthiness; comfortable overseeing large personal and corporate wealth.
Hands‑on and pragmatic: able to operate in an environment that is being professionalised from a relatively lean starting point.
Strong judgement and risk awareness, especially around tax and regulatory matters.
Excellent communication skills, able to explain complex structures to non‑specialists and provide clear recommendations.
Education & Qualifications (Indicative)Qualified accountant (e. g.
ACA, ACCA, CIMA or equivalent) preferred.
Additional tax or structuring qualifications/experience advantageous but not essential where compensated by strong practical exposure.
If you would like to find out more about the role, please send a (preferably Word) copy of your latest resume to
Chief Financial Officer – Single Family Office, Remote/UK in London employer: Agreus Group
Join a newly established Single Family Office in London, where you will be part of a dynamic and high-performing team dedicated to making impactful investment decisions. The company fosters a collaborative work culture that values personal and cultural fit alongside technical expertise, offering ample opportunities for professional growth and development in the private equity sector. With a focus on innovation and flexibility, this role provides a unique chance to contribute to a family office's investment strategy while enjoying the vibrant atmosphere of London.
StudySmarter Expert Advice🤫
We think this is how you could land Chief Financial Officer – Single Family Office, Remote/UK in 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.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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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, Remote/UK in 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.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨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.
