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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 near London M25, focused on wealth management and investment strategy.
- Benefits: Enjoy a long-term role with significant responsibility and the chance to work closely with family principals.
- Why this job: This is a unique opportunity to shape investment strategies and manage diverse assets in a confidential environment.
- Qualifications: 20+ years of experience in finance, ideally within family offices or wealth management.
- Other info: Must demonstrate discretion, strong communication skills, and a commitment to excellence.
The predicted salary is between 72000 - 108000 £ per year.
Our client, a HNW Family Office based near the London M25 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, Wealth Management, an Accountancy Practice or 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
Network with professionals in the family office and wealth management sectors. Attend industry events or join relevant online forums to connect with individuals who may have insights or leads on similar roles.
✨Tip Number 2
Highlight your experience in managing financial reporting and investment strategies during networking conversations. Be prepared to discuss specific examples of how you've successfully overseen finance teams and implemented long-term investment strategies.
✨Tip Number 3
Research the specific family office you're interested in. Understanding their investment philosophy, portfolio, and operational structure can help you tailor your approach and demonstrate your genuine interest in their unique needs.
✨Tip Number 4
Prepare for potential interviews by practicing responses to questions about confidentiality and discretion in finance roles. Given the nature of family offices, showcasing your ability to handle sensitive information is crucial.
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 similar environments. Emphasize your achievements in investment strategy implementation and financial reporting.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the specific needs of a high-net-worth family office. Mention your proven track record in managing financial operations and your ability to maintain confidentiality.
Highlight Relevant Experience: In your application, focus on your 20+ years of experience in finance, investment management, or real estate. Provide examples of how you've successfully overseen financial reporting and liaised with various stakeholders.
Showcase Soft Skills: Don't forget to mention your excellent communication skills, problem-solving abilities, and self-motivation. These traits are crucial for a role that requires discretion and strong commitment.
How to prepare for a job interview at Arlington Resource Management Ltd
✨Showcase Your Experience
Make sure to highlight your extensive experience in finance and operations, especially in a Family Office or similar environment. Prepare specific examples of how you've successfully managed investment strategies and financial reporting.
✨Demonstrate Discretion and Confidentiality
Given the nature of the role, it's crucial to convey your understanding of confidentiality and discretion. Share instances where you've handled sensitive information and maintained trust with stakeholders.
✨Prepare for Technical Questions
Expect questions related to cash flow management, tax implications, and financial regulations. Brush up on relevant laws and best practices to demonstrate your expertise and readiness for the role.
✨Communicate Effectively
Strong communication skills are essential for this position. Practice articulating your thoughts clearly and concisely, especially when discussing complex financial concepts or strategies.
