At a Glance
- Tasks: Manage personal finances, oversee property projects, and coordinate with financial advisers.
- Company: Dynamic family office in London focused on high net worth individuals.
- Benefits: Competitive salary and the chance to work in a unique financial environment.
- Other info: Opportunity for professional growth and to work independently.
- Why this job: Make a real impact on personal finance management for a high-profile client.
- Qualifications: Experience in private or family office finance and strong accounting skills required.
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 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 – 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 culture of collaboration, 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 with family offices. A personal introduction can make all the difference when it comes to landing that interview.
✨Tip Number 2
Show off your skills! Prepare a portfolio or case studies that highlight your experience in personal finance management and project oversight. This will give potential employers a clear picture of what you can bring to the table.
✨Tip Number 3
Be proactive! Don’t just wait for job postings; reach out directly to family offices or private firms that interest you. Express your enthusiasm and how your skills align with their needs. You never know what opportunities might arise!
✨Tip Number 4
Apply through our website! We’ve got a streamlined process that makes it easy for you to submit your application. Plus, we love seeing candidates who take the initiative to apply directly!
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 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: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 process smoother for everyone involved.
How to prepare for a job interview at Agreus
✨Know Your Numbers
Before the interview, make sure you have a solid grasp of personal finance metrics. Be prepared to discuss balance sheets, cash flow management, and bookkeeping practices. This will show that you understand the core responsibilities of the role and can speak confidently about them.
✨Showcase Your Experience
Bring specific examples from your past roles that demonstrate your ability to manage complex financial situations. Whether it’s coordinating with multiple advisers or overseeing property projects, having concrete stories ready will help you stand out as a candidate who can hit the ground running.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare insightful questions about their current financial processes or challenges they face. This not only shows your interest in the role but also your proactive approach to problem-solving.
✨Demonstrate Discretion and Professionalism
Given the sensitive nature of personal finance, be ready to discuss how you handle confidential information. Share examples that highlight your trustworthiness and professionalism, which are crucial traits for this position.
