Job Description
Family Office / Property Investment portfolio near Uxbridge, Gerrards Cross, South Bucks Buckinghamshire is seeking an experienced Part Time Finance Director.
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Reporting to the HNW Family Office principal, the part time Finance Director role will oversee finance across the family office and property portfolio and will include:
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- Providing operational and administrative support to the family, acting as a gatekeeper.
- Management of financial reporting for various entities, overseeing one staff.
- Oversee the preparation of annual accounts for all entities, liaising with external auditors.
- Evaluating the cash flow requirements and tax ramifications of any investment decisions
- Preparation of agendas and minutes/records of family office meetings.
- Oversee the relationship with wealth managers, monitoring investment returns.
- Oversee maintenance and refurbishment of properties across various locations.
- Liaise with Advisors, Legal and Insurance representatives on the principals' behalf.
- Ensure all legislative and company secretarial regulations and duties are dealt with.
- Comply with all fiduciary duties appertaining to directors.
- Carry out research and manage ad-hoc projects as and when required.
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This role requires an accomplished qualified Accountant / Finance Director / Financial Controller / Partner (ACA, ACCA, ACMA, CIMA) with at least 25 years' experience from a similar background – Property/Real Estate Investment, Family Office or Accountancy Practice.
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You should have a proven track record at Finance Director, Financial Controller or Partner level in an environment that requires the strictest of confidentiality and a high degree of discretion. You will have excellent communication skills, strong problem-solving ability, be self-motivated and have a strong sense of commitment and loyalty.
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