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- Tasks: Manage personal finances, support tax preparations, and conduct financial analysis.
- Company: A prestigious London family office with a focus on personal finance.
- Benefits: Competitive salary, flexible working hours, and opportunities for professional growth.
- Why this job: Join a dynamic team and make a real impact on financial management.
- Qualifications: Strong Excel skills and a solid understanding of taxes required.
- Other info: Fast-paced environment with evolving challenges and career advancement potential.
The predicted salary is between 40000 - 50000 £ per year.
A London-based family office seeks a Finance Associate to manage personal finances and support tax return preparations. The role involves financial analysis, book-keeping, and liaising with banks. Ideal candidates will have strong Excel skills and a depth of understanding in taxes. This dynamic role requires attention to detail and flexibility to meet evolving needs.
Interested candidates should send their CV to the provided email to explore this unique opportunity.
Finance & Portfolio Associate, London Family Office employer: Agreus
Contact Detail:
Agreus Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance & Portfolio Associate, London Family Office
✨Tip Number 1
Network like a pro! Reach out to people in the finance sector, especially those connected to family offices. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Show off your Excel skills! Prepare a mini-project or analysis using Excel that showcases your financial acumen. Bring it along to interviews to demonstrate your expertise and stand out from the crowd.
✨Tip Number 3
Be ready to discuss tax strategies! Brush up on current tax laws and be prepared to share your insights during interviews. This will show that you’re not just a number cruncher but someone who understands the bigger picture.
✨Tip Number 4
Apply through our website! We make it easy for you to submit your CV and get noticed. Plus, we love seeing candidates who take the initiative to connect with us directly.
We think you need these skills to ace Finance & Portfolio Associate, London Family Office
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in finance and tax. We want to see how your skills align with the role, so don’t be shy about showcasing your Excel prowess and any bookkeeping experience.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this dynamic role. Share specific examples of how you've tackled financial analysis or liaised with banks in the past.
Show Attention to Detail: In finance, every detail counts! Double-check your application for any typos or errors before sending it off. We appreciate candidates who take the time to ensure their submissions are polished and professional.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates regarding your application status.
How to prepare for a job interview at Agreus
✨Master Your Excel Skills
Since strong Excel skills are a must for this role, make sure you brush up on your spreadsheet abilities. Practice using formulas, pivot tables, and data analysis tools. You might even want to prepare a few examples of how you've used Excel in past roles to showcase your expertise.
✨Know Your Tax Basics
Understanding taxes is crucial for the Finance & Portfolio Associate position. Familiarise yourself with key tax concepts and recent changes in tax laws that could impact personal finances. Being able to discuss these topics confidently will show your depth of knowledge and readiness for the role.
✨Demonstrate Attention to Detail
This role requires a keen eye for detail, so be prepared to discuss how you've ensured accuracy in your previous work. Bring examples of how you've caught errors or improved processes through meticulous attention to detail. This will highlight your suitability for managing personal finances.
✨Show Flexibility and Adaptability
The dynamic nature of this role means you'll need to adapt to changing needs. Think of instances where you've successfully navigated unexpected challenges or changes in priorities. Sharing these experiences will demonstrate your ability to thrive in a fast-paced environment.