Family Office Specialist | Operational & Advisory | Consulting

Job Details

Family Office Specialist | Operational & Advisory | Consulting

We're working with a consulting firm looking to appoint a Family Office Specialist into a really interesting and somewhat different role.

This isn't your traditional tax, wealth management or private client position.

The role will sit at the heart of the family office environment, helping families navigate the operational, financial and commercial challenges that come with managing significant wealth.

You'll be involved in a broad range of responsibilities, including:

• Assessing and managing risk across family office structures and investments.
• Identifying potential threats, including cyber security risks and financial vulnerabilities.
• Overseeing and reviewing family financials and wider wealth management arrangements.
• Assessing high-risk investments and providing independent insight and advice.
• Problem-solving complex operational and financial challenges.
• Working closely with private bankers, lawyers, intermediaries and other professional advisers.
• Providing strategic and operational advisory support to families and their wider interests.

Who might this suit?

Someone with experience in family offices, private client advisory, wealth management, financial services or a broader consulting environment.

You might be someone who enjoys looking beyond the numbers, understands risk, has strong commercial awareness and is comfortable working with a range of senior stakeholders.

The opportunity is to work across multiple disciplines, build trusted relationships and become an important part of how families protect, manage/grow their wealth and oversee a small team

A genuinely different opportunity for someone looking to broaden their experience beyond traditional advisory.

Interested in finding out more? Get in touch for a confidential conversation. Kevin Racher 07968 202512 [email protected]

________

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.

Company

Placing individuals in tax jobs demands expertise. Whether you have tax vacancies that need filling or are looking to further your career with a new tax job, we can provide an informed and effective service, recruiting from tax juniors through to tax manager and tax director levels.

When it comes to successfully placing people into tax jobs, experience and expertise are paramount. We strive to put the right candidate with the right business for the benefit of both parties.

The Pro-Tax brand stands for professionalism, integrity and above all results. We pride ourselves on repeat business and this can only be achieved by doing a good job not only first time, but every time. If you’re looking for your next career move get in contact with one of our recruiters here.

Company info

Website

Telephone

020 4549 9941