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Head of Finance - Private Office
Job in
Great Barr, Birmingham, West Midlands, B437HL, England, UK
Listed on 2026-01-20
Listing for:
SRM RECRUITMENT LIMITED
Full Time
position Listed on 2026-01-20
Job specializations:
-
Finance & Banking
Financial Manager, CFO -
Management
Financial Manager, CFO
Job Description & How to Apply Below
A unique opportunity has arisen for an operational Head of Finance & Operations to lead a small family office in Hampshire. The Head of Finance will be responsible for the day to day running the family office, acting as a key liaison on behalf of the family and third party advisors. This is a high profile role, where discretion, attention to detail and willingness to be operational are high priorities.
This is a broad and varied role, requiring attention to detail and a willingness to work on non finance related matters. Reporting to the CEO/Owner, key responsibilities will include, but limited to:
Support the long-term financial strategies aligned with the family's goals. Oversee bookkeeping, financial statements, and consolidated reporting across entities including management of Financial Controller/Bookkeeper Provide clear financial insights and analysis to support decision making Plan for liquidity needs, including distributions, capital calls, and major purchases. Coordinate with tax advisors Support due diligence and financial modeling for new opportunities Oversee supplier payment runs, ensuring strong financial controls Track performance of investments Overseeing property developments and rennovations across various estates Overseeing IT matters including estate security Maintaining positive supplier relationships and ensuring best value Manage and oversee insurances Providing ad hoc support where required Leverage technology for efficiency and data security.
Collaborate with legal, investment, and estate planning professionals. Candidate Requirementments ACA/CA (ideally practice trained) with at least 5 years operational finance experience Comfortable being hands on, operational and working on projects outside of finance Experience working in small company, or family office environment Must be able to drive and have access to a vehicle Confident, clear, concise communicator Strong attention to detail High level of discretion, integrity, and professionalism.
Excellent communication and interpersonal skills. Advanced MS Excel Comfortable working mostly onsite at Hampshire location Long term aspiration to lead and manage a family office. Location Hampshire and occassional travel into London
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