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- Tasks: Support a high-profile Principal with personal investments and assets management.
- Company: Join a respected international tech firm with a dynamic investment family office.
- Benefits: Enjoy remote work flexibility, competitive salary, and potential discretionary bonuses.
- Why this job: Be part of a unique opportunity to grow in a first-time hire role with significant responsibilities.
- Qualifications: ACCA or similar qualification required; experience in family office or UHNW support essential.
- Other info: High level of discretion and confidentiality is crucial; excellent references needed.
The predicted salary is between 104000 - 146000 £ per year.
Remote mainly with occasional visits to the City and Surrey. ACCA or similar qualification is needed. The Principal is a highly respected and likeable head of a very successful international tech firm. This is a first-time hire and will grow over time. Degree standard with a Family Office background (Essential) or supporting an UHNW individual with a high level of administrative support and planning regarding personal investments & assets.
An excellent communicator with a keen eye for detail, accustomed to dealing with a large amount of paperwork/administration regarding multiple personal investments. Financially astute, loyal, and discreet. Happy to roll up the sleeves when required. Flexible and hands-on. Happy to work remotely and visit the Principal when required (Surrey or City).
A self-starter who can implement new systems, track the private investments of the Principal, and keep the paperwork and legal requirements up to date in every respect. Reporting directly to the Principal, overseeing the private investments & personal assets in the UK & worldwide.
Responsibilities include:
- Reviewing and conducting due diligence on all new and potential investment opportunities.
- Managing the investment process and reporting.
- Being the key point of contact with lawyers, banks, accountants, and other third parties.
- Liaising with the Accountant on tax matters regarding personal investments.
- Conducting research on any planned investments.
- Reading and reviewing all pertinent information/documents regarding personal investments and assets and reporting distilled points for the Principal's consideration/decision.
- Ensuring all matters are dealt with in a timely manner, prioritizing time-sensitive issues.
- Keeping an up-to-date electronic filing system of all private investments & legal matters.
- Analyzing content and providing a commercial view on private investment matters and next steps.
- Consulting with an accountant or lawyer when required.
- Monitoring investment performance on all investments and providing regular updates.
- Proof-reading, distilling, and summarizing investment, banking, and legal documents into succinct information for the Principal.
- Completing necessary regulatory requirements for donations, trusts, portfolios, and new investments.
- Flagging any issues and providing informed opinions when required.
- Managing the Principal’s personal finances & expenditure and providing a monthly report.
- Dealing with all private insurances and obtaining comparative quotes for residences, cars & other assets.
- Monitoring renewal dates on all insurances and obtaining comparative quotes.
- Assisting with any budgets and management of refurbishment works to family residences or property investments in the UK or abroad.
- Managing any personal payroll requirements.
- Creating employment contracts for personal staff.
- Managing & purchasing all family transport.
- Managing all assets for the Family, including UK and international property.
- Supporting with various ad-hoc requests and travelling with the Principal on occasion when required.
- Attending external meetings on behalf of the Principal if necessary.
- Being available out of hours for urgent matters.
A high level of discretion and confidentiality is expected in this role, and excellent references are required. Able to build relationships quickly and liaise with external providers in a professional manner. A down-to-earth and helpful personality wanting to build a trusted relationship with the Principal and commit for the long term. The role comes with benefits and a discretionary bonus.
Chief of Staff - Investment Family Office (Remote and visiting on site when required) (London) employer: Leaman Consulting LLP
Contact Detail:
Leaman Consulting LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chief of Staff - Investment Family Office (Remote and visiting on site when required) (London)
✨Tip Number 1
Network within the Family Office and investment community. Attend relevant events or webinars where you can meet professionals in this field. Building relationships with people who already work in similar roles can provide valuable insights and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the specific investment strategies and asset management practices used by Family Offices. This knowledge will not only help you understand the role better but also allow you to engage in meaningful conversations during interviews.
✨Tip Number 3
Demonstrate your financial acumen by staying updated on current market trends and investment opportunities. Being able to discuss recent developments in the financial world will show your commitment and expertise, making you a more attractive candidate.
✨Tip Number 4
Prepare to showcase your organisational skills and attention to detail. Since the role involves managing multiple investments and legal documents, be ready to provide examples of how you've successfully handled complex administrative tasks in the past.
We think you need these skills to ace Chief of Staff - Investment Family Office (Remote and visiting on site when required) (London)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in family office management or supporting ultra-high-net-worth individuals. Emphasise your qualifications, such as ACCA or similar, and any specific skills that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the unique requirements it entails. Mention your ability to manage personal investments, your attention to detail, and your experience in liaising with financial professionals.
Highlight Relevant Skills: In your application, focus on key skills mentioned in the job description, such as financial acumen, discretion, and the ability to implement new systems. Provide examples of how you've successfully managed similar responsibilities in the past.
Proofread Your Application: Before submitting, thoroughly proofread your application for any errors or inconsistencies. A well-presented application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Leaman Consulting LLP
✨Showcase Your Family Office Experience
Make sure to highlight any previous experience you have in a Family Office or supporting ultra-high-net-worth individuals. Be prepared to discuss specific examples of how you've managed personal investments and assets, as this will demonstrate your suitability for the role.
✨Demonstrate Financial Acumen
Since the role requires financial astuteness, brush up on key financial concepts and be ready to discuss them. You might be asked about investment strategies or how to conduct due diligence, so having a solid understanding will set you apart.
✨Emphasise Communication Skills
As an excellent communicator is essential for this position, prepare to showcase your communication skills during the interview. Think of examples where you've effectively liaised with various stakeholders, such as lawyers or accountants, and how you distilled complex information into clear summaries.
✨Be Ready for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities and discretion. Prepare to discuss how you would handle time-sensitive issues or manage multiple priorities, as these are crucial aspects of the role.
