FD (Family Office)

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The Family Office of an UHNW family with 2nd Generation wealth

The organisation is currently in a growth phase and has a newly created role to set up a function looking after circa £1bn in AUM. This role will report to the CFO of the pre-existing office but will likely split off to become an independent office.

Your new role

Duties

• Full ownership of reporting for the asset portfolio
• Tax structuring of the newly set-up business unit
• Working directly with the Principal and Gen2
• Management of outsourced Tax, Legal, and bookkeeping services

What you\’ll need to succeed

You will need to be a proven Senior Finance professional from a Chartered Accounting background (ICAEW, ICAS) with industry experience in setting up functions and owning reporting in a hands-on manner.

What you\’ll get in return

Given the exposure and responsibility of the role, the growth opportunity would be significant, offering a potential 10 to 15-year career path for the successful applicant.

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