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- Tasks: Lead finance operations for a prestigious Family Office, managing personal wealth and tax issues.
- Company: Join a successful London-based Family Office with a focus on high-net-worth individuals.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth and impactful projects.
- Why this job: Be at the forefront of financial strategy, working closely with the Founder and influencing key decisions.
- Qualifications: 10+ years in finance, strong accounting skills, and experience with personal tax and trusts required.
- Other info: Ideal for seasoned professionals looking to make a significant impact in a family office setting.
The predicted salary is between 72000 - 108000 £ per year.
Finance Director – Single Family Office, London
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 and 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 track 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 employer: Agreus
Contact Detail:
Agreus Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Director – Single Family Office, London
✨Tip Number 1
Make sure to highlight your experience in managing finance teams and overseeing financial reporting. This role requires a strong leadership presence, so be prepared to discuss specific examples of how you've successfully led teams in the past.
✨Tip Number 2
Familiarize yourself with the unique aspects of family office operations, especially regarding personal tax issues and asset management. Being able to speak knowledgeably about these topics will set you apart from other candidates.
✨Tip Number 3
Demonstrate your project management skills by preparing examples of how you've effectively executed multiple projects simultaneously. This role involves overseeing various initiatives, so showcasing your organizational abilities is key.
✨Tip Number 4
Build a solid understanding of the specific financial needs and priorities of high-net-worth individuals. Tailoring your approach to reflect this understanding can help you connect better with the Founder and other stakeholders.
We think you need these skills to ace Finance Director – Single Family Office, London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in finance, particularly in family office settings or with high-net-worth individuals. Emphasize your skills in financial reporting, tax management, and project management.
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 Your Communication Skills: Since the role requires liaising with the Founder and external advisers, provide examples in your application of how you've effectively communicated complex financial information in previous roles.
Highlight Leadership Experience: Detail your experience in managing finance teams and projects. Use specific examples to illustrate your leadership style and how you have successfully overseen multiple initiatives in a fast-paced environment.
How to prepare for a job interview at Agreus
✨Showcase Your Financial Acumen
Be prepared to discuss your extensive experience in finance, particularly in personal tax issues and multi-currency management. Highlight specific examples where you've successfully managed complex financial situations, as this will demonstrate your capability to handle the responsibilities of the role.
✨Communicate Clearly and Effectively
As an excellent communicator, you should practice articulating your thoughts clearly and concisely. Prepare to explain complex financial concepts in a way that is easy to understand, especially when discussing your past experiences with high-net-worth individuals and family offices.
✨Demonstrate Project Management Skills
Since the role involves overseeing multiple projects, be ready to share examples of how you've successfully managed various initiatives simultaneously. Discuss your project management strategies and tools that help you stay organized and effective.
✨Understand the Family Office Dynamics
Research the specific dynamics of family offices and be prepared to discuss how you would approach working closely with the Founder and family members. Show that you understand the unique challenges and opportunities that come with managing personal wealth and assets.
