Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage finances, prepare budgets, and ensure compliance for a prestigious multi-family office.
- Company: Leading independent Private Investment Office in London managing $3bn for wealthy families.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Why this job: Join a top-tier firm and make a significant impact on financial management.
- Qualifications: Degree-level education in Maths or Economics; ACA qualified with 5+ years of finance experience.
- Other info: Opportunity to work closely with high-net-worth clients and enhance your career in finance.
The predicted salary is between 43200 - 72000 £ per year.
My client is a leading independent, London-based, Private Investment Office managing capital of around 20 wealthy families and institutions. They oversee approximately $3bn of capital for these clients, providing a mix of outsourced CIO and discretionary investment management services. They are now looking for a Finance Principal to take on roles which were previously outsourced.
The Role
- Finance (estimated 70% of time)
- Preparation of management accounts;
- Preparation of annual budget;
- Completing and submitting FCA returns accurately and on time;
- Preparation and collation of information for board packs;
- Cashflow management including weekly payment runs and bank and credit card reconciliations;
- Quarterly client invoicing;
- Preparation of year-end financial statements;
- Supporting external auditors as required;
- Ensuring good systems and processes to enable timely management reporting;
- Tax management (VAT returns, Corporation tax returns, payments to HMRC, consortium relief etc).
- Attending quarterly compliance monitoring meetings;
- Preparation and maintenance of the ICARA document;
- Preparation of annual AMLRO and SYSC reports;
- Maintaining gift, entertainment, conflicts, approved person and breaches registers;
- Working with HR on training policy, annual F&P reviews and PA trading returns are completed;
- Ensuring conflicts policy is maintained and updated where appropriate;
- Ensuring website disclosures and policies are updated;
- Ensuring management is kept abreast of any new reporting or regulatory requirements.
- Assist in consolidated reporting for private clients;
- Assist with tax queries;
- Act as an outsourced provider of (non-investment related) family office services.
Candidate background
- First class academic background, up to degree level;
- Minimum A-level qualifications (or equivalent) in Mathematics, Economics or have done a quantitative degree;
- Qualified UK accountant (ACA) with good understanding of accounting principles, financial analysis and reporting standards;
- Minimum of 5 years of work experience in a finance role in a related field – e.g. a (multi) family office, asset manager or private equity / hedge fund;
- Previous experience of FCA returns and some familiarity of the regulatory environment would be helpful but not essential.
Finance Principal employer: Stephenson Executive Search
Contact Detail:
Stephenson Executive Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Principal
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who have experience in family offices or private investment. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical skills and understanding of compliance regulations. We recommend practising common interview questions related to financial management and FCA returns so you can impress them with your knowledge.
✨Tip Number 3
Showcase your achievements! When you get the chance to speak about your past roles, highlight specific successes, like improving cashflow management or streamlining reporting processes. Numbers speak volumes, so be ready to share them!
✨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 connect directly with us.
We think you need these skills to ace Finance Principal
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Finance Principal role. Highlight your experience in management accounts, compliance, and client work to show us you’re the right fit.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about finance and how your background aligns with our needs. Don’t forget to mention your understanding of FCA returns and regulatory environments!
Showcase Your Achievements: When detailing your work experience, focus on specific achievements rather than just duties. We want to see how you've made an impact in previous roles, especially in financial analysis and reporting.
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 don’t miss out on any important updates from our team!
How to prepare for a job interview at Stephenson Executive Search
✨Know Your Numbers
As a Finance Principal, you'll be dealing with management accounts and budgets. Brush up on your financial metrics and be ready to discuss how you've managed cash flow or prepared financial statements in the past. Specific examples will show your expertise!
✨Understand Compliance Inside Out
Since compliance is a significant part of the role, make sure you’re familiar with FCA returns and the regulatory environment. Prepare to discuss any relevant experience you have with compliance monitoring or preparing reports, as this will demonstrate your readiness for the position.
✨Showcase Your Teamwork Skills
This role involves working closely with various teams, including HR and external auditors. Be prepared to share examples of how you've collaborated effectively in previous roles, especially in managing conflicts or ensuring compliance with policies.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the company’s approach to investment management or their compliance processes. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.