Director (Family Office), London, Six Figure Package

London (West End)
Six Figure Package
28 Aug 2018
28 Sep 2018
Director - Family Office
Mr Paul Avon
Contract type
Full time

Based in London, this well-established family office with impeccable credentials has evolved and expanded over a number of years to reflect the increasing complexity of the matters it oversees. Mindful of succession planning, the decision has been taken to hire a suitably qualified individual who can join the senior executive management team and play a pivotal role in leading the family office. 

With a defined career path that could potentially lead to heading the family office in due course this is a relatively unique opportunity within the family office world.

This strategic role will inevitably be wide ranging allowing the successful hire to immerse his/herself in the day-to-day activities of the family office. A formally qualified accountant with an ability to get to grips with complex issues quickly, the Director will support the senior executive management team and undertake a multifaceted role.

Working very closely with family members, this will include accounting/tax related activities, succession planning, operational issues, ad hoc project related work, philanthropic matters, financial/management reporting, strategic planning and compliance matters.

Ideally, viable candidates will have worked for a family office (single or multi)/private office and have a thorough understanding of the idiosyncrasies of this environment. He/she is may well be leading the finance/accountancy team in current role or possibly assuming a No.2 finance role in a larger family office. Candidates who have worked in a similar private client related environment would also be considered.

The successful candidate must have (or be): -

  • Degree educated, suitable candidates will possess a relevant professional accountancy qualification (e.g.  ACA, ACCA, CIMA).  As a guide only, approximately 10 years’ post-qualification experience ("PQE") required. Exceptional individuals with less PQE will be considered;
  • Stable career profile with a significant track record of achievement that indicates he/she is ready for a move of this nature and has the credentials to be part of the senior management team; 
  • Due to the nature of the work, a practical knowledge of tax planning/structuring for HNWIs would be helpful although a tax expert is NOT required;
  • Versatile, and pragmatic with an ability to work autonomously. A preparedness to "muck in" and comfortable turning his/her hand to a whole gamut of matters including insurance, property, legal, IT, HR, and other operational issues;
  • Good all-round accounting and strong financial and management reporting skills. Comfortable overseeing more routine matters such as cash flow management, financial control, and preparation of financial statements;
  • An appreciation and understanding of the ever-changing regulatory/fiscal/global landscape that could impact the family office;
  • First rate communication skills, demonstrable leadership experience, and ability to command the trust and confidence of family members;
  • Comfortable and experienced in liaising with various service providers of the family office including bankers, tax advisors, solicitors, and other professional intermediaries; 
  • A keen sense of the UHNW mindset combined with an instinctive understanding of family and business issues which are germane to the operation of a family office; and
  • A self-starter, loyal, hands-on, highly organised with a strong sense of client confidentiality and impeccable ethical and professional values. 

Please contact Paul Avon at True House Partners for a confidential discussion on +44 (0)20 7846 0025 or submit your details by clicking the apply button.

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