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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 personal finance management for a high-profile client.
- Qualifications: Experience in private or family office finance, strong accounting skills, and discretion.
- Other info: Dynamic role with potential for significant responsibility and career advancement.
The predicted salary is between 36000 - 60000 £ 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.
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 in family offices. A personal introduction can make all the difference when it comes to landing that interview.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of personal finance management and property project administration. Be ready to discuss how you can stabilise and improve financial processes, as this will show you're the right fit for the role.
✨Tip Number 3
Showcase your skills with real-life examples! When you get the chance to chat with potential employers, share specific instances where you've successfully managed complex financial situations or coordinated with multiple advisers.
✨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. Make sure to include all required documents, like your CV in Word format, and double-check that everything is up to date before hitting send!
How to prepare for a job interview at Agreus
✨Know Your Numbers
Before the interview, make sure you’re familiar with personal finance metrics and concepts. Brush up on balance sheets, cash flow management, and bookkeeping principles. Being able to discuss these confidently will show that you’re not just experienced but also knowledgeable about the specifics of the role.
✨Showcase Your Coordination Skills
This role involves working with various advisers and managing multiple projects. Prepare examples from your past experiences where you successfully coordinated between different parties. Highlight how you maintained clear communication and ensured everyone was on the same page.
✨Demonstrate Operational Discipline
The job requires a strong focus on reconciliations and controls. Be ready to discuss your approach to maintaining accurate records and ensuring compliance. Share specific instances where your attention to detail prevented issues or improved processes.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills in real-life scenarios. Think about potential challenges in personal finance management, such as tax optimisation or project budgeting, and prepare your thought process on how you would tackle them. This will demonstrate your critical thinking and practical application of your skills.