Posted - 19 March 2022

Location - LONDON, UK




An exclusive opportunity has arisen for a company that provides strategic advice, finance and tax services to private clients, companies, entrepreneurs and their businesses.


The Role:

The role will include compliance services with a little advisory work as required, for a portfolio of family clients and providing assistance to a small team here.


Overall purpose – reporting to the relevant senior manager and partner as part of a team that runs a family office and associated trusts for private clients.  The role includes responsibility for aspects of the work including – transaction execution and client correspondence, with scope for some delegation, as appropriate.


  • To work closely with the managers and partner.
  • Responding quickly to, as well as anticipating client requests/needs, and maintaining regular contact with the co-professionals with whom we work.
  • Monitoring family bank account balances. Liaising with property agents, investment managers and other professionals.
  • Completing paperwork where required by banks, investment managers and others. Oversight/monitoring of those processes.
  • Setting up ad hoc online bank payments.
  • Reconciling tax payments due with HMRC records. Organising payments.
  • Updating client cashbooks and cash flow forecasts.
  • Monitoring project expenditure and maintaining asset records.
  • Monitoring receipt of income due to the family from their investments and quarterly reconciliation of family’s holdings and investment register.
  • Assisting with circulation of family company documentation to shareholders.
  • Liaising with life assurance companies where necessary. Assisting the team with cross jurisdictional tax reporting under guidance from managers and partner.
  • Preparation of electronic meeting packs & agendas. Assisting the team with post meeting actions where appropriate.
  • Drafting letters of authority and written instructions where required from the clients.
  • Assistance with investment purchases & sales.
  • Monitoring & updating timetable & key dates schedules.
  • Any other duties as required.


Candidate Requirements:

  • A background in Family Office Administration
  • Effective client service skills
  • Capable of working in a team
  • Flexible working attitude.
  • An ability to multi- task across different matters at the same time.
  • Organised and methodical manner
  • Good written and oral communication skills (confident dealing with clients, bankers and investment managers etc, able to produce accurate well presented schedules, letters and reports).
  • Good IT skills – including proficient use of Excel and Word.


Remuneration for this role is circa £45,000 – £60,000 (basic salary per annum) plus benefits. Dependant on experience.


If you would like to apply for the role, please send your CV to Chris Costi at


REF: AGR2840

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