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- Tasks: Lead operations, finance, and compliance for a new wealth management start-up.
- Company: Join a dynamic family office in Mayfair, focused on innovative wealth management solutions.
- Benefits: Enjoy competitive salary, bonuses, pension, healthcare, and flexible working options.
- Why this job: Be part of a growing team, shaping the future of a start-up in finance.
- Qualifications: Must be a fully qualified accountant with 5+ years in a similar role.
- Other info: Opportunity to build infrastructure from scratch and implement new technologies.
Martis Search are representing a Mayfair based start-up “Single Family Office/ Wealth Management company” to hire a joint “Chief Operating Officer (COO)/ Chief Financial Officer (CFO).” The role reports into their Managing Director and will be responsible for managing all aspects of the business support functions outside of investments. This will include Operations, Finance & Accounting & Compliance.
Our client is ideally looking for either an ACA, ACCA, or CIMA “Fully Qualified Accountant” with ideally a minimum 5-years post-qualified experience as a COO/ CFO, ideally gained within either working for a Family Office, Asset Manager, Wealth Management company, or a Hedge Fund. The London office is a completely new start-up Family Office, with expectations to grow. This means the chosen incumbent will be required to build the company’s infrastructure from scratch, moving from manual processes to automation in the future (responsible for selecting external system providers, negotiating rates, and legal agreements with the view of getting cost savings whilst creating efficiencies).
The chosen incumbent will be both “hands-on” (it is a very small London office) and strategic (working closely with the Managing Director for strategic Finance Operational, Compliance, and Finance & Accounting projects). This could include implementing new systems and technology. Currently, the London office’s non-investment processes are very manual and are undergoing change. However, the chosen incumbent will be fully responsible for leading this change and managing all day-to-day Operational activities.
Our client needs someone who has extensive experience in the following:
- FCA Application – the chosen incumbent will be fully responsible for this and have proven experience applying for an FCA application.
- Financing - the chosen incumbent will be fully responsible for this and have proven experience in Financing.
- Tax Planning - the chosen incumbent will be fully responsible for this and have proven experience in Tax Planning.
- Corporate Structure - the chosen incumbent will be fully responsible for setting up and maintaining “Corporate Structures” and have a deep understanding of them.
- Compliance - be willing to potentially hold the SMF16 and SMF 17 in the future and be responsible for the Compliance function too.
You will be responsible for hiring, management, and development (as well as managing any existing support function employees) in all support functions, leading budgets, creating target operating models, and ensuring that processes are robust and scalable in the future as the business grows.
There is no policy around working-from-home vs. in the office, but the MD’s preference will be for you to be in the office more often than not. This is a start-up Wealth Manager, so their view is that everyone needs to be visible, hardworking, and working together as a team to help build the company out. There will obviously be days when you can work from home, but this will be less than the time spent in the office.
Total compensation will be between ÂŁ250k pa - ÂŁ400k pa (a mix of base salary and bonus), plus pension, healthcare, and other benefits.
Chief Operating Officer (start-up Mayfair based Family Office/ Wealth Management company) employer: Martis Search
Contact Detail:
Martis Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chief Operating Officer (start-up Mayfair based Family Office/ Wealth Management company)
✨Tip Number 1
Network with professionals in the wealth management and family office sectors. Attend industry events, seminars, or webinars to connect with potential colleagues and mentors who can provide insights into the role and company culture.
✨Tip Number 2
Familiarise yourself with the latest trends and technologies in financial operations and compliance. Being knowledgeable about automation tools and regulatory changes will demonstrate your readiness to lead the company's transformation.
✨Tip Number 3
Prepare to discuss your experience with FCA applications and tax planning in detail. Be ready to share specific examples of how you've successfully navigated these processes in previous roles, as this will be crucial for the position.
✨Tip Number 4
Showcase your leadership skills by highlighting past experiences where you built teams or improved operational efficiencies. The start-up environment requires a hands-on approach, so emphasise your ability to manage both strategic and day-to-day operations.
We think you need these skills to ace Chief Operating Officer (start-up Mayfair based Family Office/ Wealth Management company)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a COO or CFO, particularly in family offices or wealth management. Emphasise your qualifications (ACA, ACCA, CIMA) and any relevant achievements that demonstrate your ability to build infrastructure and lead operational changes.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Discuss your experience with FCA applications, financing, tax planning, and compliance. Make it clear why you are the ideal candidate for this start-up environment.
Highlight Leadership Skills: In your application, emphasise your leadership experience, especially in managing teams and developing support functions. Provide examples of how you've successfully led projects that required both strategic thinking and hands-on involvement.
Showcase Adaptability: Given that this is a start-up, it's important to demonstrate your adaptability. Include examples of how you've thrived in dynamic environments and your experience with implementing new systems and processes to improve efficiency.
How to prepare for a job interview at Martis Search
✨Showcase Your Leadership Experience
As a COO/CFO, you'll need to demonstrate your ability to lead and manage teams effectively. Prepare examples of how you've successfully built and developed teams in previous roles, especially in start-up environments.
✨Understand the Regulatory Landscape
Familiarise yourself with FCA regulations and compliance requirements relevant to family offices and wealth management. Be ready to discuss your experience with FCA applications and how you can navigate regulatory challenges.
✨Highlight Your Strategic Vision
This role requires both hands-on and strategic thinking. Prepare to discuss your vision for building infrastructure from scratch and how you plan to implement automation and efficiency in operations.
✨Demonstrate Financial Acumen
As a fully qualified accountant, you should be prepared to discuss your experience in financing, tax planning, and corporate structures. Bring specific examples of how you've managed financial operations and contributed to business growth.
