At a Glance
- Tasks: Manage finances, investments, and properties for a high net worth family.
- Company: Join a B Corp Certified Family Office with a commitment to social impact.
- Benefits: Competitive salary of £100,000 and a dynamic work environment.
- Other info: Opportunity to work closely with diverse stakeholders and manage exciting projects.
- Why this job: Make a real difference in managing wealth and personal interests.
- Qualifications: Qualified Accountant with experience in private or family office finance.
The predicted salary is between 100000 - 100000 £ per year.
We have an excellent opportunity within a Family Office for an experienced Financial Controller to manage the financial affairs of a high net worth family, their businesses and personal interests. This is a hands-on role covering finances, investments, property, tax, payroll and coordination with external advisors.
Responsibilities:
- Reconcile personal bank accounts and credit cards; approve expenses and maintain accurate accounting records
- Prepare management accounts, tax returns and financial reports
- Manage investments and monitor strategy, tax planning and risk
- Manage relationships with banks, accountants, solicitors, insurers and investment advisors
- Maintain personal records, KYC and compliance documentation
- Manage residential and commercial property, including tenants, contractors, rent, invoices, repairs and renewals
- Oversee property projects, budgets and timelines
- Manage payroll and bookkeeping for personal accounts, trusts, partnerships and investment entities
- Manage UK and international tax exposure and related filings
- Oversee ATED, AEOI, VAT, FATCA and other reporting requirements
- Support family members with ad hoc projects and activities, including European horse transportation and related VAT/logistics
Profile:
- Qualified Accountant with strong accounting and bookkeeping skills, ideally gained within a complex private client or owner-managed environment
- Experience in a private office, family office or HNW household finance environment
- Experience working with multiple advisors and jurisdictions
- Strong commercial judgement and ability to identify financial and tax risks
- Independent, organised and able to prioritise within a small team
- Discreet, trustworthy and confident dealing with a broad range of stakeholders
- Clear, concise communicator with a can-do attitude
- UK driving license
- Property management experience desirable
- Sage 50 experience desirable
Tiger Recruitment is B Corp Certified, which means that we've been verified as meeting B Lab's high standards for social and environmental impact.
Family Office - Financial Controller in Windsor employer: Jobiqo
Bromley Council is an exceptional employer, dedicated to fostering a supportive and inclusive work environment where employees can thrive. With a strong commitment to professional development, flexible working arrangements, and a generous benefits package, including a local government pension scheme and unique discounts, the Council prioritises employee well-being and career growth. Located in the vibrant Bromley Civic Centre, you will be part of a team that plays a crucial role in shaping the future of the borough while enjoying the balance of urban and suburban life.
StudySmarter Expert Advice🤫
We think this is how you could land Family Office - Financial Controller in Windsor
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Jobiqo. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Family Office - Financial Controller in Windsor
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Jobiqo.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Jobiqo's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Jobiqo
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Jobiqo.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Jobiqo will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Jobiqo employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
