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- Tasks: Lead finance and operations for a high-net-worth family office, managing investments and financial reporting.
- Company: Join a prestigious family office in Gerrards Cross, focused on real estate and investment strategies.
- Benefits: Enjoy a long-term, rewarding role with opportunities for professional growth and development.
- Why this job: Be part of a dynamic team, ensuring financial success while maintaining confidentiality and discretion.
- Qualifications: 20+ years of experience in finance, ideally within family offices or real estate investment.
- Other info: This role requires strong communication skills and a commitment to excellence.
The predicted salary is between 72000 - 108000 £ per year.
Our client, a HNW Family Office / Property Company in Gerrards Cross is seeking an experienced senior finance professional as Finance and Operations Director, to oversee its finance and investment strategy across its equity investments, property portfolio and statutory entities.
Reporting to the Family Office principals, the role will include:
- Providing operational and administrative support to the family office, acting as a gatekeeper.
- Implementation of a long-term investment strategy across real estate, equities, funds etc.
- Oversee the reporting of wealth managers and their investment returns.
- Evaluating the cash flow requirements and tax ramifications of any investment decisions
- Management of all financial reporting for various entities, overseeing a small finance team
- Preparation of agendas and minutes/records of family office meetings as required.
- Oversee maintenance and refurbishment of family properties across various locations.
- Liaise with Accountants, Finance, Legal and Insurance representatives on the principals’ behalf.
- Ensure adequate controls and legislative regulations and disclosures are adhered to.
- Ensure all company secretarial regulations and duties are dealt with.
- Oversee the preparation of annual accounts for all entities, liaising with external auditors.
- Comply with all fiduciary duties appertaining to directors.
- Carry out research for the principals and manage ad-hoc projects as and when required.
This senior finance, investment and operations role requires an accomplished Finance Director with at least 20 years’ experience, from a similar background – Family Office, Real Estate/Property Investment, an Accountancy Practice or Wealth/Investment Management.
You should have a proven track record at Finance Director or Partner level in an environment that requires the strictest of confidentiality and a high degree of discretion. You will have excellent communications skills, strong problem-solving ability, be self-motivated, highly driven and have a strong sense of commitment and loyalty. This will be a long term and rewarding opportunity.
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Finance & Operations Director (Family Office) employer: Arlington Resource Management Ltd
Contact Detail:
Arlington Resource Management Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance & Operations Director (Family Office)
✨Tip Number 1
Make sure to highlight your extensive experience in finance and operations, especially in a Family Office or similar environment. Tailor your discussions to showcase how your background aligns with the specific needs of the role.
✨Tip Number 2
Network with professionals in the Family Office and Real Estate sectors. Attend industry events or join relevant online forums to connect with individuals who may provide insights or referrals for this position.
✨Tip Number 3
Prepare to discuss your approach to implementing long-term investment strategies. Be ready to share examples of past successes in managing diverse portfolios and how you navigated challenges in cash flow and tax implications.
✨Tip Number 4
Demonstrate your understanding of compliance and regulatory requirements in your conversations. Familiarize yourself with the latest legislation affecting Family Offices to show that you are proactive and knowledgeable about the field.
We think you need these skills to ace Finance & Operations Director (Family Office)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your extensive experience in finance and operations, particularly in family offices or property investment. Emphasize your leadership roles and any relevant achievements that demonstrate your ability to manage financial reporting and investment strategies.
Craft a Compelling Cover Letter: In your cover letter, address the specific requirements mentioned in the job description. Discuss your 20+ years of experience, your problem-solving skills, and your commitment to confidentiality. Show how your background aligns with the needs of the family office.
Highlight Relevant Skills: Clearly outline your skills in financial management, investment strategy implementation, and team leadership. Mention your experience with compliance and regulatory issues, as well as your ability to liaise with various stakeholders like accountants and legal representatives.
Showcase Your Communication Skills: Since excellent communication is crucial for this role, provide examples in your application of how you've effectively communicated complex financial information to non-financial stakeholders. This could include preparing agendas and minutes for meetings or managing ad-hoc projects.
How to prepare for a job interview at Arlington Resource Management Ltd
✨Showcase Your Experience
Make sure to highlight your 20+ years of experience in finance, particularly in Family Office or Real Estate. Prepare specific examples of how you've successfully managed financial reporting and investment strategies in previous roles.
✨Demonstrate Discretion and Confidentiality
Given the sensitive nature of the role, be ready to discuss how you have maintained confidentiality in past positions. Share instances where your discretion was crucial in decision-making processes.
✨Communicate Effectively
Strong communication skills are essential for this position. Practice articulating complex financial concepts clearly and concisely, as you will need to liaise with various stakeholders, including accountants and legal representatives.
✨Prepare for Problem-Solving Scenarios
Expect questions that assess your problem-solving abilities. Think of challenges you've faced in financial management or investment decisions and how you navigated them successfully, showcasing your analytical skills.
