Family Office Advisor
- Recruiter
- Ward Simpson Ltd
- Location
- London (Central), London (Greater)
- Salary
- c£Highly Competitive plus good benefits
- Posted
- 26 Aug 2021
- Closes
- 23 Sep 2021
- Ref
- WS/GWFOA2
- Job Title
- Financial Planning and Analysis
- Experience Levels
- Manager
- Contract Type
- Permanent
- Hours
- Full Time
This is an exciting opportunity to join the fast growing Family Office Advisory team of a leading professional services firm and rapidly progress your career.
You will be responsible for working closely with a number of UHNW single and multi family offices providing them with an all round and proactive advisory service including tax and wealth management, governance and controls and dispute resolution.
A key focus will be to review and transform existing offices to modernise and professionalise to the highest standards
As a key contact with your clients you will also be expected to identify risk and opportunity and work strategically with them to ensure the best possible service and results.
The successful candidate is likely to be a Senior Manager already working within a family office advisory role or a more junior Manager looking to move in to this area from Private Client Tax, Law or Investment Management.
A strong academic record will be required and ideally additional STEP, FFI or CISI qualifications together with first class communication and client handling skills.
For a totally confidential discussion about this opportunity please contact us asap