Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage personal finances, oversee property projects, and coordinate with financial advisers.
- Company: Prestigious family office in London focused on high net worth individuals.
- Benefits: Competitive salary, flexible working arrangements, and opportunities for professional growth.
- Why this job: Make a real impact on the financial well-being of a high-profile individual.
- Qualifications: Experience in private finance, strong accounting skills, and ability to work independently.
- Other info: Dynamic role with potential for significant responsibility and career advancement.
The predicted salary is between 48000 - 72000 £ per year.
We are seeking an experienced individual to take ownership of stabilising and improving a high net worth individual's personal financial administration. The role is hands on and execution focused, with responsibility for personal balance sheet management, bookkeeping and cashflow control, property and project financial oversight, coordination of external advisers, and delivery of core personal financial matters such as estate planning coordination.
Scope and key responsibilities
- Personal balance sheet management
- Maintain a complete, up to date personal balance sheet (assets, liabilities, guarantees, contingent items)
- Track all bank accounts, investment accounts, credit cards, loans, and major commitments
- Set up simple monthly reporting cash position, spending, budget versus actual, upcoming large payments
- Implement a practical bookkeeping approach suitable for a complex personal estate
- Reconcile accounts monthly and maintain clean audit trails
- Oversee household spending, identify anomalies, and propose sensible controls
- Coordinate timely payment of taxes, insurance, service charges, contractors, and recurring obligations
- Work with advisors to identify tax considerations and optimise tax efficiency relating to personal balance sheet
- Property and renovation project administration
- Oversee property renovation project
- Coordinate financial administration for properties across multiple jurisdictions
- Maintain project budgets, payment schedules, contractor invoices, and supporting documentation
- Support the sale process for a certain property by coordinating agents, solicitors, documentation, and timelines
- Track utilities, insurance, maintenance, and capital expenditure across properties
- Loan and creditor oversight
- Maintain a clear ledger of all lending, repayments, interest, and terms
- Coordinate with external accountants or solicitors to formalise or refresh documentation as needed
- Produce a quarterly summary of exposure, timeline, and key risks
- Ensure accurate personal finance filings and records
- Drive completion of such items as: Will and estate planning coordination with a solicitor, consolidation and clean up of accounts and records, coordination of insurance reviews covering life, property, and liability as relevant
- Documenting key household and family financial processes so they are repeatable and resilient
- Act as the central point of coordination across tax advisers, accountants, solicitors, investment providers, and property professionals
- Prepare briefing materials, ensure advisers have complete and accurate information, and track actions through to completion
- Entity creation and management
- Potentially create, operationalise and maintain an entity that can employ family office staff.
Skills, Experience and Qualifications Required
- Experience in a private office, family office, or UHNW household finance environment
- Strong accounting and bookkeeping capability, ideally in a complex private client or owner managed context
- Experience coordinating across multiple advisers and jurisdictions, with UK experience essential and Ireland and France helpful
- Excellent operational discipline, particularly around reconciliations, controls, and document management
- Sound commercial judgement and ability to identify financial, tax, or structural risks early
- High levels of discretion, professionalism, and trustworthiness
- Ability to work independently and take ownership with minimal supervision
- Property project accounting or construction project administration experience
- Experience setting up practical systems including light technology stacks, reporting templates, and shared filing structures
- Strong Excel capability and comfort producing clear, decision focused reporting
- Familiarity with bookkeeping tools, with the ability to implement a workable solution quickly
Remuneration will be commensurate with the duties and demands of the role and the experience of the candidate.
If you would like to find out more about the role, please send a (preferably Word) copy of your latest CV at alext@agreusgroup.com
Personal Finance Lead – Single Family Office, London, UK employer: Agreus
Contact Detail:
Agreus Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Finance Lead – Single Family Office, London, UK
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who have experience with family offices. A personal introduction can make all the difference when it comes to landing that dream role.
✨Tip Number 2
Prepare for interviews by brushing up on your technical skills. Make sure you can confidently discuss personal balance sheet management and bookkeeping practices. We want you to shine when they ask about your experience!
✨Tip Number 3
Showcase your organisational skills! Bring examples of how you've managed complex financial situations or coordinated with multiple advisers. This will demonstrate your ability to handle the responsibilities of the Personal Finance Lead role.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Personal Finance Lead – Single Family Office, London, UK
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Personal Finance Lead role. Highlight your experience in personal balance sheet management and bookkeeping, as these are key aspects of the job. We want to see how your skills align with what we're looking for!
Showcase Relevant Experience: When writing your application, emphasise your experience in a private office or family office environment. Mention any specific projects you've managed, especially those involving property or financial oversight, as this will catch our eye.
Be Clear and Concise: Keep your application clear and to the point. Use bullet points where possible to make it easy for us to read through your qualifications and experiences. We appreciate straightforward communication!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications better and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Agreus
✨Know Your Numbers
Before the interview, make sure you’re familiar with key financial concepts and figures relevant to personal finance management. Brush up on your understanding of balance sheets, cash flow statements, and budgeting techniques. This will help you speak confidently about your experience and demonstrate your expertise.
✨Showcase Your Coordination Skills
Since the role involves working with multiple advisers and jurisdictions, prepare examples that highlight your ability to coordinate effectively. Think of specific instances where you managed complex projects or liaised with various stakeholders. This will show that you can handle the demands of the position.
✨Demonstrate Discretion and Professionalism
Given the high net worth nature of the role, it’s crucial to convey your trustworthiness and professionalism. Be ready to discuss how you’ve handled sensitive information in the past and the importance of discretion in financial matters. This will reassure them that you can be relied upon in a private office environment.
✨Prepare Practical Solutions
Think about practical systems you’ve implemented in previous roles, especially regarding bookkeeping and reporting. Be prepared to share how you’ve used technology to streamline processes or improve efficiency. This will show that you’re not just experienced but also proactive in finding solutions.