Finance Director

Our client, a HNW Family Office based near the London M25 is seeking an experienced senior finance professional as Finance and Operations Director, to oversee its finance and investment strategy across its equity investments, property portfolio and statutory entities.

Reporting to the Family Office principals, the role will include:

• Providing operational and administrative support to the family office, acting as a gatekeeper.
• Implementation of a long-term investment strategy across real estate, equities, funds etc.
• Oversee the reporting of wealth managers and their investment returns.
• Evaluating the cash flow requirements and tax ramifications of any investment decisions
• Management of all financial reporting for various entities, overseeing a small finance team
• Preparation of agendas and minutes/records of family office meetings as required.
• Oversee maintenance and refurbishment of family properties across various locations.
• Liaise with Accountants, Finance, Legal and Insurance representatives on the principals' behalf.
• Ensure adequate controls and legislative regulations and disclosures are adhered to.
• Ensure all company secretarial regulations and duties are dealt with.
• Oversee the preparation of annual accounts for all entities, liaising with external auditors.
• Comply with all fiduciary duties appertaining to directors.
• Carry out research for the principals and manage ad-hoc projects as and when required.

This senior finance, investment and operations role requires an accomplished Finance Director with at least 20 years' experience, from a similar background - Family Office, Real Estate/Property Investment, Wealth Management, an Accountancy Practice or Investment Management.

You should have a proven track record at Finance Director or Partner level in an environment that requires the strictest of confidentiality and a high degree of discretion. You will have excellent communications skills, strong problem-solving ability, be self-motivated, highly driven and have a strong sense of commitment and loyalty. This will be a long term and rewarding opportunity.