Personal Finance Lead – Single Family Office, London, UK

Overview

We are seeking an experienced individual to take ownership of stabilising and improving a high net worth individual’s personal financial administration. The role is hands on and execution focused, with responsibility for personal balance sheet management, bookkeeping and cashflow control, property and project financial oversight, coordination of external advisers, and delivery of core personal financial matters such as estate planning coordination.

Scope and key responsibilities

Personal balance sheet management

• Maintain a complete, up to date personal balance sheet (assets, liabilities, guarantees, contingent items)
• Track all bank accounts, investment accounts, credit cards, loans, and major commitments
• Set up simple monthly reporting cash position, spending, budget versus actual, upcoming large payments
• Implement a pra...