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 practical bookkeeping approach suitable for a complex personal estate
- Reconcile accounts monthly and maintain clean audit trails
- Oversee household spending, identify anomalies, and propose sensible controls
- Coordinate timely payment of taxes, insurance, service charges, contractors, and recurring obligations
- Work with advisors to identify tax considerations and optimise tax efficiency relating to personal balance sheet
Property and renovation project administration
- Oversee property renovation project
- Coordinate financial administration for properties across multiple jurisdictions
- Maintain project budgets, payment schedules, contractor invoices, and supporting documentation
- Support the sale process for a certain property by coordinating agents, solicitors, documentation, and timelines
- Track utilities, insurance, maintenance, and capital expenditure across properties
Loan and creditor oversight
- Maintain a clear ledger of all lending, repayments, interest, and terms
- Coordinate with external accountants or solicitors to formalise or refresh documentation as needed
- Produce a quarterly summary of exposure, timeline, and key risks
- Ensure accurate personal finance filings and records
- Drive completion of such items as:
- Will and estate planning coordination with a solicitor
- Consolidation and clean up of accounts and records
- Coordination of insurance reviews covering life, property, and liability as relevant
- Documenting key household and family financial processes so they are repeatable and resilient
- Act as the central point of coordination across tax advisers, accountants, solicitors, investment providers, and property professionals
- Prepare briefing materials, ensure advisers have complete and accurate information, and track actions through to completion
Entity creation and management
- Potentially create, operationalise and maintain an entity that can employ family office staff.
Skills, Experience and Qualifications
Required
- Experience in a private office, family office, or UHNW household finance environment
- Strong accounting and bookkeeping capability, ideally in a complex private client or owner managed context
- Experience coordinating across multiple advisers and jurisdictions, with UK experience essential and Ireland and France helpful
- Excellent operational discipline, particularly around reconciliations, controls, and document management
- Sound commercial judgement and ability to identify financial, tax, or structural risks early
- High levels of discretion, professionalism, and trustworthiness
- Ability to work independently and take ownership with minimal supervision
- Property project accounting or construction project administration experience
- Experience setting up practical systems including light technology stacks, reporting templates, and shared filing structures
- Strong Excel capability and comfort producing clear, decision focused reporting
- Familiarity with bookkeeping tools, with the ability to implement a workable solution quickly
Remuneration will be commensurate with the duties and demands of the role and the experience of the candidate.
If you would like to find out more about the role, please send a (preferably Word) copy of your latest CV at alext@agreusgroup.com
REF: AGR1053
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