Financial Controller

21 hours ago


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

OverviewGrafton 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 with experience working in a family office or for a high net worth individual (this is essential). Experience in investment management would also be useful. The role requires a technically strong accountant who is commercially astute, detail-oriented, and trusted to act with absolute discretion and integrity. Strong interpersonal and stakeholder management skills will be essential.ResponsibilitiesOversee 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.RequirementsQualified accountant with experience in a family office or for a high net worth individual (essential).Experience in investment management is useful.Technically strong, commercially astute, detail-oriented, and able to act with discretion and integrity.Strong interpersonal and stakeholder management skills.Seniorities & EmploymentSeniority level: Mid-Senior levelEmployment type: Full-timeJob Function & IndustriesJob function: Finance and Accounting/AuditingIndustries: Professional ServicesLocation & TravelHybrid working with time spent at our clients’ offices in York. 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. #J-18808-Ljbffr



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