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For Companies At a Glance
- Tasks: Manage finances, prepare budgets, and oversee cashflow for high-net-worth clients.
- Company: Leading independent Private Investment Office in London.
- Benefits: Competitive salary, professional growth, and a dynamic work environment.
- Why this job: Join a prestigious firm and make a significant impact on financial management.
- Qualifications: Strong finance background and experience in management accounting.
- Other info: Opportunity to work with wealthy families and institutions.
The predicted salary is between 72000 - 108000 £ 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.
Finance Principal in London employer: Stephenson Executive Search
Contact Detail:
Stephenson Executive Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Principal in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance sector, especially those who have experience with multi-family offices. 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 industry knowledge. We recommend practising common finance scenarios and questions related to management accounts and cashflow management to show you're ready for the role.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the position.
✨Tip Number 4
Apply through our website! We make it super easy for you to submit your application directly, ensuring it gets seen by the right people. Plus, you’ll be one step closer to landing that Finance Principal role!
We think you need these skills to ace Finance Principal in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Finance Principal role. Highlight relevant experience in management accounts, budgeting, and cashflow management. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Mention specific experiences that relate to the responsibilities listed in the job description.
Showcase Your Attention to Detail: In finance, details matter! Make sure your application is free from typos and errors. This shows us you take pride in your work and understand the importance of accuracy.
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 us!
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 similar tasks in the past. Show them you can handle the numbers with confidence!
✨Understand the FCA
Since you'll be completing FCA returns, make sure you understand the requirements and regulations. Familiarise yourself with recent changes in compliance and be prepared to discuss how you would ensure accuracy and timeliness in submissions.
✨Prepare for Board-Level Discussions
You'll be collating information for board packs, so think about how you can present complex financial data clearly. Practice summarising key points and insights from your previous experiences that would be relevant to a board setting.
✨Cashflow Management Insights
Cashflow management is crucial in this role. Be ready to share specific examples of how you've successfully managed cashflow in the past. Discuss any tools or strategies you used to keep everything on track and how you handled challenges.