The incumbent will be directly responsible for reporting on the wealth and investment management for the founder of the group, as well as his family and other senior stakeholders in the wider business. This is a commercially focused role with plenty of forward-looking financial analysis, suitable for those who look to bring value in the day to day.
Key responsibilities will include:
Preparation of highly detailed monthly wealth management packs
Undertaking extensive forward-looking financial planning and analysis
Ownership of cash flow forecasting and management
Preparation of key management information
Liaising with various third parties
Pitching investment appraisals and opportunities to senior management
Supporting transformative focused project work
Requirements include:
A fully qualified accountant, ideally with 1-2 years of post-qualified experience or equivalent
Prior experience working in a family office environment is highly preferential however, candidates coming from an audit practice who have worked with similar clients are also suitable
Someone with commercial acumen with an eye for adding value
Strong interpersonal and stakeholder management skills are essential
A generous salary and benefits package is on offer accompanied by a competitive discretionary bonus paid yearly.
Please apply online directly for immediate consideration or get in touch with Thomas Davenport at Eames Consulting for more information