At a Glance
- Tasks: Lead finance operations, manage investments, and oversee financial reporting.
- Company: Join a prestigious HNW Family Office in Central London with a diverse investment portfolio.
- Benefits: Enjoy a dynamic work environment with opportunities for mentorship and professional growth.
- Why this job: Be part of a transformative phase, shaping finance strategies and leading a growing team.
- Qualifications: Must be a qualified accountant with experience in investment or real estate finance.
- Other info: This role requires strong leadership skills and the ability to adapt in a fast-paced setting.
The predicted salary is between 72000 - 108000 £ per year.
Marks Sattin Executive Search is working with a prestigious HNW Family Office based in Central London in search of a highly capable Finance Director at a pivotal time of growth and transition. This is a rare opportunity to join a sophisticated, fast-moving organisation with a significant portfolio of investments.
Reporting to the CFO, the Finance Director will play a central role in leading the finance function through a period of systems transformation and operational restructuring. The role will take full ownership of all non-real estate financial matters, while also overseeing the Real Estate Financial Controller. A key part of the remit will include developing financial systems, streamlining reporting processes, and bringing selected outsourced real estate finance activities back in-house.
This is a broad and high-impact role with responsibility for managing the day-to-day operations of the investment finance team, covering accounts, valuations, and consolidated reporting across a wide range of UK and offshore entities. This includes ownership of monthly and annual accounts, tax submissions, cash flow and valuation analysis, and managing the audit process. You will also act as a key advisor and, stepping in where needed, play an integral role in shaping the direction of the function.
With the department expanding, you will also have the opportunity to mentor and develop a growing team, helping embed best practices and a high-performance culture. This role is suited to a commercially minded finance leader with strong technical grounding, excellent stakeholder management skills, and the ability to operate in a fluid, evolving environment.
The Ideal Candidate:
- A fully qualified accountant (ACA, ACCA, or ACMA), ideally chartered
- Experienced in investment or real estate finance, ideally within a family office, fund, or multi-entity business
- Technically strong, with a deep understanding of financial reporting, valuations, consolidations, and cash flow management
- Commercially astute and capable of stepping into a strategic leadership role when required
- Confident managing audits, tax processes, and liaising with external advisors
- Comfortable leading teams through periods of change, including systems upgrades or restructures
- A collaborative, hands-on leader with the ability to mentor, develop, and inspire finance professionals
Due to the high level of applications, we can only reply to those candidates with relevant experience.
Financial Director HNW Family Office employer: JR United Kingdom
Contact Detail:
JR United Kingdom Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Director HNW Family Office
✨Tip Number 1
Network with professionals in the family office and investment finance sectors. Attend industry events or webinars where you can meet potential colleagues or decision-makers, as personal connections can often lead to job opportunities.
✨Tip Number 2
Research the specific family office you're applying to. Understand their investment strategies, portfolio, and any recent news about them. This knowledge will help you tailor your conversations and demonstrate your genuine interest during interviews.
✨Tip Number 3
Prepare to discuss your experience with financial systems transformation and operational restructuring. Be ready to share specific examples of how you've successfully led teams through change, as this is a key aspect of the role.
✨Tip Number 4
Showcase your leadership skills by highlighting instances where you've mentored or developed finance professionals. This will resonate well with the hiring team, as they are looking for someone who can inspire and build a high-performance culture.
We think you need these skills to ace Financial Director HNW Family Office
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications as a fully qualified accountant and your experience in investment or real estate finance. Emphasise any relevant roles where you've led teams or managed audits.
Craft a Compelling Cover Letter: In your cover letter, explain why you're interested in the Finance Director position at a HNW Family Office. Discuss your technical strengths and how they align with the responsibilities of the role, particularly in financial reporting and systems transformation.
Showcase Leadership Experience: Provide examples of how you've successfully led teams through change, such as systems upgrades or restructures. Highlight your mentoring abilities and how you've embedded best practices in previous roles.
Highlight Stakeholder Management Skills: Demonstrate your excellent stakeholder management skills by including specific instances where you've liaised with external advisors or influenced key decisions within your organisation.
How to prepare for a job interview at JR United Kingdom
✨Showcase Your Technical Expertise
As a Finance Director, it's crucial to demonstrate your strong technical grounding in financial reporting, valuations, and cash flow management. Be prepared to discuss specific examples from your past experience that highlight your proficiency in these areas.
✨Emphasise Leadership Skills
This role requires a collaborative and hands-on leader. Share instances where you've successfully led teams through change or mentored finance professionals. Highlight your ability to inspire and develop others, as this will be key to the company's growth.
✨Prepare for Strategic Discussions
Given the strategic nature of the role, be ready to discuss how you can contribute to the organisation's direction. Think about your previous experiences where you stepped into a strategic leadership role and how you can apply that to the family office's needs.
✨Understand the Company’s Portfolio
Research the family office's investment portfolio and be prepared to discuss how your background in investment or real estate finance aligns with their operations. Showing that you understand their business model will set you apart from other candidates.