Chief Financial Officer

Overview

In this role you will act as the Principal’s primary financial adviser, guiding strategic financial direction across personal, corporate, and investment interests. You will lead financial decision-making with hands-on leadership, coordinating with specialist advisers as needed. You’ll manage multiple entities, oversee risk, and ensure compliance, while maintaining discretion and autonomy. This position offers impact across a sophisticated, international portfolio and a clear pathway to influential, long-term advising.

Pay / Benefits

• salary plus package and bonus
• UK-based role with international travel
• confidential and autonomous working environment

Responsibilities

• Act as the Principal’s principal financial adviser and trusted confidant
• Provide strategic oversight of personal, corporate and investment interests
• Develop long-term financial strategies aligned with the Principal’s objectives
• Deliver concise, commercially focused advice to support decision-making
• Oversee budgeting, forecasting, reporting, treasury and cash flow across multiple entities; maintain governance
• Monitor banking relationships, liquidity and financial risk
• Review financial performance and identify opportunities for efficiency and value creation
• Provide expert UK taxation guidance with understanding of international tax and cross-border structures
• Ensure compliance with accounting, taxation and regulatory requirements
• Review and advise on holding structures and investment vehicles for tax efficiency and compliance
• Identify legitimate tax planning opportunities and advise on legislative changes
• Obtain specialist legal or jurisdiction-specific advice as needed
• Oversee statutory reporting and regulatory filings
• Provide financial leadership on acquisitions, disposals, refinancing and investment opportunities
• Conduct financial due diligence and modelling as required
• Assess commercial risk and support strategic planning
• Support international travel and time-zone coordination as needed
• Maintain absolute confidentiality and integrity

Key requirements

• ACA, ACCA or equivalent professional qualification
• Proven experience as CFO, Finance Director or equivalent senior finance executive
• Experience supporting UHNW individuals, family offices or complex privately owned businesses
• Excellent knowledge of UK accounting standards, taxation and international financial structures
• Strong commercial judgement with ability to explain complex issues clearly

• Professional, discreet and dependable
• Commercially astute with excellent judgement
• Calm under pressure and highly organised
• UK accounting standards
• UK taxation and international tax legislation
• Cross-border structures

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