CFO - Family Office

Handpicked Recruitment
London, GB
Hybrid

Why this role

Pace
Steady
Collaboration
High
Autonomy
Medium
Decision Impact
Company
Role Level
Manager

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • led financial management and strategic direction of the Family Office
  • optimized investment structures
Typical background
Proven experience as a CFO, Finance Director, or senior finance leader within a family office, investment group, private equity environment, or diversified international business

Transferable backgrounds

  • Coming from compliance
  • Coming from accounting

Skills & requirements

Required

Financial-managementStrategic-planningTax-planningAsset-managementInvestment-analysis

Preferred

Private-equityReal-estate

Stack & domain

Financial ManagementStrategic DirectionTax PlanningCorporate GovernanceInvestment AnalysisAcquisitionsDisposalsPortfolio Performance ReportingTax LegislationRisk ManagementSystems DevelopmentProcess EfficienciesLeadershipCommunicationStakeholder ManagementAcaAccaCimaFinanceInvestmentReal EstatePrivate EquityManufacturing

About the role

Original posting from Handpicked Recruitment

Title: Chief Financial Officer (Family Office)

Location: West London (hybrid)

Salary: £120,000 – £150,000 + bonus & benefits

Language Requirement: Fluent Hindi, Tamil or Telugu Speaker

We are working with a multinational investment group to appoint a CFO for its Family Office division, based in West London. The group has a diversified international portfolio spanning private equity, real estate, operating businesses, and strategic investments across multiple jurisdictions.

The Chief Financial Officer will work closely with the principals and senior leadership team, taking responsibility for the financial strategy, reporting, tax oversight, and operational management of the Family Office and associated investment structures. This is a broad and commercially focused role offering significant exposure across international investments, asset management, and strategic decision-making.

Key Responsibilities:

  • Lead the financial management and strategic direction of the Family Office and associated entities
  • Oversee monthly management accounts, consolidated reporting, budgeting, forecasting, and financial planning across multiple jurisdictions
  • Manage group cash flow, treasury activities, liquidity planning, and banking relationships
  • Oversee tax planning and compliance across UK and international structures, working closely with external tax advisers and auditors
  • Coordinate corporate, partnership, and personal tax matters relating to investment vehicles, holding companies, and principals
  • Ensure efficient structuring of investments from a tax and regulatory perspective
  • Monitor changes in international tax legislation and assess the impact on the group’s structures and investments
  • Support investment analysis, acquisitions, disposals, and ongoing portfolio performance reporting across mining, manufacturing, and real estate assets
  • Partner with the principals on strategic investment decisions, financial modelling, and long-term wealth planning
  • Maintain strong internal controls, governance procedures, and risk management frameworks
  • Manage relationships with banks, legal advisers, auditors, tax advisers, and other key external stakeholders
  • Drive operational improvements, systems development, and process efficiencies across the finance function

Experience and Skills:

  • Proven experience as a CFO, Finance Director, or senior finance leader within a family office, investment group, private equity environment, or diversified international business
  • Strong understanding of multinational investment structures and asset management, ideally with exposure to mining, manufacturing, or real estate sectors
  • Experience overseeing complex tax structures, international tax planning, and multi-jurisdictional compliance
  • Strong knowledge of UK financial reporting, corporate governance, and taxation requirements
  • Commercially minded with the ability to provide strategic financial insight to principals and senior stakeholders
  • Excellent leadership, communication, and stakeholder management skills
  • ACA, ACCA, or CIMA qualified preferred
  • Highly organised, discreet, and comfortable operating within a dynamic entrepreneurial environment

Source: Handpicked Recruitment careers

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