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.
- Other info: Dynamic role with exposure to diverse financial operations and high-profile projects.
- Why this job: Make a real difference in managing wealth and enhancing financial strategies for clients.
- Qualifications: Experience in private finance, strong accounting skills, and ability to work independently.
The predicted salary is between 80000 - 100000 € 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
- 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.
Personal Finance Lead – Single Family Office, London, UK – PLACED employer: Agreus
As a Personal Finance Lead at our Single Family Office in London, you will join a dynamic and supportive work environment that prioritises employee growth and development. We offer competitive remuneration, a collaborative culture, and the opportunity to work closely with high net worth individuals, ensuring your contributions have a meaningful impact on their financial well-being. Our London location provides access to a vibrant professional network and a wealth of resources, making it an ideal place for ambitious finance professionals to thrive.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Finance Lead – Single Family Office, London, UK – PLACED
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who have experience in family offices. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by diving deep into the specifics of personal finance management. Brush up on your knowledge of balance sheets and cash flow control, so you can impress with your expertise when it comes to the nitty-gritty of the role.
✨Tip Number 3
Showcase your skills through real-life examples. When discussing your experience, highlight specific projects where you’ve successfully managed finances or coordinated with advisers. This will help us see how you can add value to our team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets the attention it deserves. 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 – PLACED
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 responsibilities. We want to see how your skills align with what we're looking for!
Showcase Relevant Experience:When writing your application, emphasise any experience you've had in a private office or family office environment. Mention specific projects or tasks that demonstrate your ability to manage complex financial situations, 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. We appreciate straightforward communication, especially when it comes to financial matters!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it makes the whole process smoother for everyone involved.
How to prepare for a job interview at Agreus
✨Know Your Numbers
Before the interview, brush up on your financial knowledge. Be ready to discuss personal balance sheets, cash flow management, and bookkeeping practices. Familiarise yourself with common financial terms and concepts relevant to high net worth individuals, as this will show your expertise and confidence.
✨Showcase Your Experience
Prepare specific examples from your past roles that demonstrate your ability to manage complex financial situations. Highlight your experience in coordinating with multiple advisers and jurisdictions, especially if you have worked in a family office or private client context. This will help the interviewer see how you can add value to their team.
✨Demonstrate Operational Discipline
Be ready to discuss your approach to reconciliations, controls, and document management. Share any systems or processes you've implemented in previous roles that improved efficiency or accuracy. This will illustrate your operational discipline and attention to detail, which are crucial for this role.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's financial strategies, challenges they face, or their approach to estate planning. This not only shows your interest in the role but also demonstrates your understanding of the complexities involved in managing a high net worth individual's finances.
