In-House Family Office – Financial / Real Estate / Investment Management position

*Flexible between £70-90k*

We are seeking a bright, motivated, qualified and trustworthy individual in the Jersey Finance market – ideally with Family Office experience – private wealth / family office accounting from a service provider would definitely be considered.

To begin with, this individual’s responsibilities will broadly be based around the below, but with an understanding that the role will develop with growth in the underlying business and as the trust between the UBO and this individual develops:

    1. Maintain insightful, up to date financial information relating to the financial position of the UBOs. This is to include Balance Sheets, cash flow forecasts, personal financial statements, investment analysis and other ad hoc analytical tasks relating to assets.
    2. Work alongside the UBO and others on the financial elements of maintaining financial and non-financial assets (acquisitions, disposals, debt related matters, the ongoing management of the assets)
    3. Ensure that payroll for personal staff and that deadlines for debt / service providers are met
    4. Work alongside the UBO to execute complex corporate finance (securitisation, investments, debt, tax etc)
    5. Ensure appropriate cash management across jurisdictions

It is recognised that in order to attract a candidate of this calibre (Chartered Accountant / Tax Advisor) who is also bright, motivated, trustworthy and adaptable – this individual will almost certainly be ambitious to grow their career in line with the growth of the business / assets. In order to attract this sort of individual, the long term incentive of growing out a Family Office function for the UBO is there as the business / assets grow.

This is a once in a life-time opportunity for an ambitious professional who wants to work alongside an UHNWI in the development of their Family Office structure.

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