At a Glance
- Tasks: Help families manage wealth and navigate financial challenges in a unique consulting role.
- Company: Dynamic consulting firm focused on family office operations and advisory.
- Benefits: Inclusive workplace, diverse team, and opportunities for professional growth.
- Other info: Join a supportive environment that values diversity and unique perspectives.
- Why this job: Make a real difference in how families protect and grow their wealth.
- Qualifications: Experience in family offices, wealth management, or consulting preferred.
The predicted salary is between 54000 - 66000 £ per year.
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.
You’ll be involved in a broad range of responsibilities, including
- 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-Tax
Pro-Tax is an exceptional employer, offering a dynamic work culture in the heart of London that fosters collaboration and professional growth. As a Corporate Tax Assistant Manager, you will benefit from exposure to high-profile clients and a supportive team environment, alongside comprehensive training and development opportunities that align with a Big 4 career pathway.
StudySmarter Expert Advice🤫
We think this is how you could land Family Office Specialist | Operational & Advisory | Consulting
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Pro-Tax. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Pro-Tax.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Pro-Tax. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Family Office Specialist | Operational & Advisory | Consulting
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Pro-Tax and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Pro-Tax how you can be a team player!
How to prepare for a job interview at Pro-Tax
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Pro-Tax.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Pro-Tax's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
