CEO - Single Family Office, Birmingham

We are seeking a CEO with a finance background to oversee the operations of a Single Family Office based in Birmingham (UK)

Working very closely with the family principals, this is a senior role with wide-ranging responsibilities across legal, tax, accounting, HR, philanthropy, and overall governance.

Key Requirements:

• Qualified finance professional or equivalent experience
• Proven track record in managing the operational and administrative functions of a family office
• Strong understanding of finance and tax across personal, company, trust and charity entities
• Excellent organisational and communication skills
• High levels of discretion, integrity, and professionalism

Skills:

• Degree level qualification and professional qualification in finance or related area.
• Senior management experience in a finance role or family office environment.
• Experience of strategic planning and implementation.
• Broad based previous experience demonstrating ability to manage many tasks in different areas simultaneously.
• Strong communication and relationship management skills. Personable, positive, discreet and diplomatic.
• Proven team building and people management skills
• Ability to prioritise and maintain a balanced perspective whilst identifying key elements in decision processes, risks and opportunities.
• Ability to write clearly and concisely on different topics as well as read, analyse, and summarise documents and reports.
• Proven success in driving projects to completion, meeting deadlines and thirst for perfection
• Eye for detail to ensure highest standards of accuracy in reports and other outputs.
• Ability to provide constructive practical advice in many areas and listen to others input.

Experience:

• Investment structuring and monitoring
• Property law and management
• Family Inter-generational Tax Planning
• Charity governance including chairing trustee boards
• Senior Accountancy, Investment Management, Tax or Banking experience
• People management experience in a small/medium
• Oversight of staff in UK and France
• Charity grant making experience
• Finance oversight and reporting in a senior business or charity role sized organisation
• Charity strategy development
• Personal tax planning

If you would like to find out more about the role, please send a (preferably Word) copy of your latest resume to

REF: AGR996

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