Family Office Specialist | Operational & Advisory | Consulting
We're working with a consulting firm looking to appoint a Family Office Specialist into a really interesting and somewhat different role.
This isn't your traditional tax, wealth management or private client position.
The role will sit at the heart of the family office environment, helping families navigate the operational, financial and commercial challenges that come with managing significant wealth.
- Assessing and managing risk across family office structures and investments.
- Identifying potential threats, including cyber security risks and financial vulnerabilities.
- Overseeing and reviewing family financials and wider wealth management arrangements.
- Assessing high-risk investments and providing independent insight and advice.
- Problem-solving complex operational and financial challenges.
- Working closely with private bankers, lawyers, intermediaries and other professional advisers.
- Providing strategic and operational advisory support to families and their wider interests.
Who might this suit?
Someone with experience in family offices, private client advisory, wealth management, financial services or a broader consulting environment.
You might be someone who enjoys looking beyond the numbers, understands risk, has strong commercial awareness and is comfortable working with a range of senior stakeholders.
The opportunity is to work across multiple disciplines, build trusted relationships and become an important part of how families protect, manage/grow their wealth and oversee a small team.
A genuinely different opportunity for someone looking to broaden their experience beyond traditional advisory.
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
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Family Office Specialist | Operational & Advisory | Consulting employer: Pro‑Recruitment Group
As a leading specialist tax team in Reading, we pride ourselves on fostering a dynamic work culture that values diversity and inclusion. Our commitment to employee growth is evident through tailored development opportunities and a collaborative environment where your expertise in Capital Allowances can thrive. Join us to not only advance your career but also to make a meaningful impact within a supportive team dedicated to excellence in client service.
