Job Title: Finance and Operations Manager
Location: Sevenoaks and London (with occasional international travel)
Experience Required: Minimum 5 years in finance and/or operations management
Are you an experienced finance professional with a strong background in investment oversight and operational management?
We are seeking a Finance and Operations Manager to join a private office supporting an entrepreneurial family. This is a unique opportunity for a detail-oriented individual to blend financial acumen with operational expertise while contributing to meaningful projects and ventures.
Key Responsibilities
Financial and Investment Management:
* Oversee family investments, including performance reviews, structures, and service providers.
* Support capital allocation decisions and evaluate investment opportunities.
* Manage financial service providers across the UK/Europe, ensuring cost-effective and high-quality service.
* Assist with tax filings, financial record-keeping, and expense tracking for business and personal matters.
* Provide financial analysis to enhance investment returns and operational efficiency.
Operational and Administrative Support:
* Coordinate schedules, travel arrangements, and correspondence for family members.
* Manage property portfolios, including maintenance, renovations, and vendor relationships.
* Assist with personal and ad hoc tasks such as event planning, gift purchasing, and bookings.
Professional Affairs and Compliance:
* Collaborate with legal, banking, and insurance professionals on ongoing matters.
* Organise and securely maintain critical legal and financial documents.
Project and Event Management:
* Support philanthropic and business ventures by conducting research and preparing proposals.
* Evaluate property development opportunities and oversee renovation projects.
* Organise private events and gatherings.
What Success Looks Like
* Deliver actionable recommendations on investment opportunities and capital allocation.
* Create detailed business plans for property development projects.
* Optimize insurance policies and service provider arrangements for efficiency and cost-effectiveness.
* Conduct feasibility studies for philanthropic ventures.
* Manage renovation projects, ensuring timely and budget-conscious delivery.
Skills and Experience
Essential:
* 5+ years in finance or operations management, with a focus on investment oversight.
* Expertise in financial management, including tax filings and expense reporting.
* Strong analytical skills and proficiency in Microsoft Office Suite and financial tools.
Desirable:
* Experience in family office or entrepreneurial settings.
* Accountancy qualifications and familiarity with legal/financial processes.
* Interest in AI-driven tools to enhance decision-making.
Personal Qualities
* Highly analytical with exceptional attention to detail.
* Solution-oriented, proactive, and organised.
* Authentic communicator with a commitment to discretion and confidentiality.
* Adaptable, resourceful, and capable of working independently.
Working Culture
* Competitive salary.
* Opportunity to work closely with family principals on impactful ventures.
* Collaborative and flexible work environment.
* Exposure to diverse responsibilities in financial and operational management.
Are you ready to take on a challenging and rewarding role that combines financial expertise with operational leadership?
Apply now and join a team dedicated to excellence and innovation!
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