Finance Manager - Private Family Office

Michael Page Finance
£50,000 to £60,000
10 Oct 2018
24 Oct 2018
Senior Management
Accounting, Analyst, Finance, Legal
Contract Type
  • Relaxed culture and stable business
  • Broad & varied position

About Our Client

My client serves as the holding company for a group of privately owned businesses. They mainly own a portfolio of property assets but also own and actively acquire other business interests. They are a small team/office based in central London.

Finance Manager - Private family office

Job Description

This role will have responsibility for a number of UK company accounts, company secretarial work as well as a strong head-office legal & admin function. This role will report regularly to the CFO.


  • On-going preparation and review of the group companies accounts
  • Analysis of accounts to discuss with the CFO and the Directors including any proposals for the year ahead
  • Preparation of audit file and submission to auditors
  • Liaising with the auditors and directors to ensure accounts are filed correctly and on-time with all relevant documentation
  • Filing of Annual Returns
  • Preparation of budgets for the year ahead as required
  • Where appropriate, more active role to be taken in companies to improve systems and ensure daily / monthly accounting happens in a timely and structured manner
  • Responsibility for certain banking requirements e.g. account opening, standing orders, bank mandate forms, transfer instructions, on-going queries etc.
  • Assisting with review of Facility letters when required
  • Obtaining Hire Purchase quotes from various finance companies for telephone equipment, computer hardware/software, photocopiers, sage systems and others


  • Responsibility on the insurance policies for the group's hotels
  • Obtaining quotes for yearly renewal and completing the Proposal Forms
  • Meeting the Brokers, discussing and corresponding with the Brokers in negotiating the best quotes and arranging the Insurances. Obtain and check all the documents / certificates, and forward the relevant documents to the Hotels
  • In case of accidents or claims, correspondence / discussions with the Hotels and Brokers for all claims related queries and problems
  • Corresponding with the auditors in arranging tax-wise Insurances, forwarding premium cheques
  • Responsibility for other relevant insurance policies on key group companies e.g. medical, car, properties etc.

Company Secretariat / Legal & Admin

  • Company secretarial function including maintenance of company statutory records
  • Review of legal docs including NDA's / Confidentiality docs
  • Review and maintenance of office lease
  • Group medical and travel insurance
  • Group life policies where applicable
  • Directors & Officers liability insurance
  • Human Resources: employment contracts / legal & admin
  • Recruitment of secretaries when required
  • Property related administrative tasks
  • General office admin

Property and Housing

The Successful Applicant

  • A bachelor's degree or higher
  • Qualified accountant - ACA/ACCA/CIMA
  • Experience working in a similar capacity
  • Ability to handle a wide range of work-streams in a structured manner
  • "Can do attitude"
  • Leadership - Job requires a willingness to lead, take charge, and offer opinions and direction

What's on Offer

Basic salary between £50,000 & £60,000 depending on experience

Ref Code: MPFE13948143Z

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