Banking / Finance Administrator

2 days ago


York North Yorkshire, United Kingdom Grafton Banks Finance Ltd Full time

Financial Controller York/ Hybrid working
£Grafton Banks Finance is working with a family office to recruit a Financial Controller to oversee their financial affairs and their associated interests.

This is a unique and varied role, working within a family office environment, where you will take full responsibility for managing assets, investment portfolios, business interests, and providing accurate and timely financial reporting.

We are looking for a qualified accountant and experienced Financial Controller. All industry backgrounds will be considered but experience in a family office environment, accounting for high-net-worth individuals, or investment management are advantageous. Oversee day-to-day financial management for the individual, family office, and related entities.
Manage investment interests across asset classes (including property, equity, and private investments).
Produce accurate monthly and annual financial reporting, cash flow forecasts, and performance analysis.
Liaise with external advisors including banks, wealth managers, tax advisors, and lawyers to ensure efficient structuring and compliance.
Provide strategic advice on financial planning, risk management, and wealth preservation.
Ensure all tax, regulatory, and compliance obligations are met in a timely and effective manner.
Support decision-making around new investments, acquisitions, and divestments.
Monitor performance of existing assets and provide regular updates.

This role will be hybrid working with time spent at our clients’ offices in York. It will also require travel in the UK monthly. Salary range for the role is £80,000 – 100,000 + benefits including £5,500 car allowance, Private healthcare, and 26 days holiday.



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