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For Companies At a Glance
- Tasks: Lead a family office, manage finances, and collaborate with advisors on diverse projects.
- Company: A prestigious family office in Hampshire with a focus on discretion and professionalism.
- Benefits: Competitive salary, opportunity for growth, and a dynamic work environment.
- Why this job: Make a real impact while working closely with a family and managing diverse financial operations.
- Qualifications: ACA/CA qualified with 5+ years in operational finance; strong communication skills required.
- Other info: Hands-on role with opportunities for personal and professional development.
The predicted salary is between 54000 - 84000 £ per year.
A unique opportunity has arisen for an operational Head of Finance & Operations to lead a small family office in Hampshire. The Head of Finance will be responsible for the day to day running of the family office, acting as a key liaison on behalf of the family and third party advisors. This is a high profile role, where discretion, attention to detail and willingness to be operational are high priorities. This is a broad and varied role, requiring attention to detail and a willingness to work on non-finance related matters.
Reporting to the CEO/Owner, key responsibilities will include, but are not limited to:
- Support the long-term financial strategies aligned with the family's goals.
- Oversee bookkeeping, financial statements, and consolidated reporting across entities including management of Financial Controller/Bookkeeper.
- Provide clear financial insights and analysis to support decision making.
- Plan for liquidity needs, including distributions, capital calls, and major purchases.
- Coordinate with tax advisors.
- Support due diligence and financial modeling for new opportunities.
- Oversee supplier payment runs, ensuring strong financial controls.
- Track performance of investments.
- Oversee property developments and renovations across various estates.
- Oversee IT matters including estate security.
- Maintain positive supplier relationships and ensure best value.
- Manage and oversee insurances.
- Provide ad hoc support where required.
- Leverage technology for efficiency and data security.
- Collaborate with legal, investment, and estate planning professionals.
Candidate Requirements:
- ACA/CA (ideally practice trained) with at least 5 years operational finance experience.
- Comfortable being hands-on, operational and working on projects outside of finance.
- Experience working in a small company or family office environment.
- Must be able to drive and have access to a vehicle.
- Confident, clear, concise communicator.
- Strong attention to detail.
- High level of discretion, integrity, and professionalism.
- Excellent communication and interpersonal skills.
- Advanced MS Excel.
- Comfortable working mostly onsite at Hampshire location.
- Long term aspiration to lead and manage a family office.
Location: Hampshire and occasional travel into London.
Locations
Head of Finance - Private Office in Hampshire, Hook employer: SRM RECRUITMENT LIMITED
Contact Detail:
SRM RECRUITMENT LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Finance - Private Office in Hampshire, Hook
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and family office sectors. We all know that sometimes it’s not just what you know, but who you know. Attend industry events or join relevant online groups to get your name out there.
✨Tip Number 2
Prepare for those interviews! Research the family office and understand their values and goals. We want you to be able to demonstrate how your experience aligns with their needs, especially in operational finance and managing relationships.
✨Tip Number 3
Showcase your hands-on experience! Be ready to discuss specific projects where you’ve taken the lead, especially those outside of finance. We want to see your versatility and how you can contribute to various aspects of the family office.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Head of Finance - Private Office in Hampshire, Hook
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that align with the Head of Finance role. Highlight your operational finance experience and any relevant projects you've worked on, especially in a family office or small company environment.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for this unique opportunity. Share your passion for finance and operations, and don’t forget to mention your attention to detail and discretion, which are key for this role.
Showcase Your Communication Skills: Since this role requires clear and concise communication, make sure your application reflects that. Use straightforward language and structure your documents well to demonstrate your ability to communicate effectively.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity in Hampshire!
How to prepare for a job interview at SRM RECRUITMENT LIMITED
✨Know the Family Office Landscape
Before your interview, do some research on family offices and their unique operational needs. Understand how they differ from traditional corporate finance roles, as this will help you demonstrate your knowledge and adaptability during the conversation.
✨Showcase Your Hands-On Experience
Be prepared to discuss specific examples of when you've been hands-on in your previous roles. Highlight projects where you’ve had to juggle multiple responsibilities, especially those outside of finance, to show that you can thrive in a varied role like this one.
✨Emphasise Discretion and Integrity
Given the high-profile nature of this position, it’s crucial to convey your understanding of discretion and integrity. Share instances where you’ve handled sensitive information or situations with professionalism, reinforcing that you’re the right fit for a family office environment.
✨Prepare Financial Insights
Since the role involves providing clear financial insights, come prepared with examples of how you've supported decision-making through financial analysis. Think about how you can present complex data in a simple way, as this will showcase your communication skills and attention to detail.
