Strategic Finance Leader for Private Wealth Management

3 weeks ago


London, Greater London, United Kingdom Agreus Full time
Job Overview

We are seeking an experienced Strategic Finance Leader to join our Private Wealth Management team in London.

About the Role

This is a senior finance leadership position responsible for overseeing financial management and governance of the Family Office. The successful candidate will have a strong background in finance, accounting, and business management.

Key Responsibilities
  • Oversee financial reporting, tax analysis, and treasury management to ensure accurate and timely delivery of financial information.
  • Manage personal tax issues, including trusts and non-dom tax areas, ensuring compliance with relevant laws and regulations.
  • Develop and implement management reporting systems to drive accountability and informed decision-making.
  • Project manage lifestyle assets to maximise income and oversee private staff on matters such as employee contracts and key transactions.
Requirements
  • Minimum 10 years of relevant experience in finance leadership roles.
  • Highly numerate accountant with a broad commercial awareness and combination of business and personal accounting background.
  • Understanding of personal tax issues, ideally with non-dom and remittance tax experience.
  • Excellent communication skills with ability to consolidate and report complex financial information.
  • Confidence in liaising with stakeholders, including family members and external professional advisers.
Salary and Benefits

The estimated salary for this role is £120,000 - £150,000 per annum, depending on experience. We offer a comprehensive benefits package, including pension scheme, life insurance, and annual leave entitlement.



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