CEO – Single Family Office, Birmingham

Agreus; Birmingham; On-site; GBP 100,000 - 150,000; Full time

Job summary

A prominent family office based in Birmingham is seeking a CEO with a strong finance background. The role involves overseeing operations, managing legal, tax, accounting, HR, and governance duties, while working closely with family principals. Ideal candidates should have a proven track record in family office management, excellent communication skills, and a high level of professionalism. Competitive salary and the opportunity to lead a dynamic organization.

Qualifications

• Senior management experience in a finance role or family office environment.
• Experience of strategic planning and implementation.
• Proven team building and people management skills.

Responsibilities

• Oversee operations of a Single Family Office.
• Manage legal, tax, accounting, HR, and governance.
• Work closely with family principals.

Skills

Qualified finance professional or equivalent experience

Proven track record in managing operations

Strong understanding of finance and tax

Excellent communication skills

High levels of discretion and integrity

Education

Degree level qualification in finance or related area

Job description

We are seeking a CEO with a finance background to oversee the operations of a Single Family Office based in Birmingham (UK)

Working very closely with the family principals, this is a senior role with wide-ranging responsibilities across legal, tax, accounting, HR, philanthropy, and overall governance.

Key Requirements:

• Qualified finance professional or equivalent experience
• Proven track record in managing the operational and administrative functions of a family office
• Strong understanding of finance and tax across personal, company, trust and charity entities
• Excellent organisational and communication skills
• High levels of discretion, integrity, and professionalism

Skills:

• Degree level qualification and professional qualification in finance or related area.
• Senior management experience in a finance role or family office environment.
• Experience of strategic planning and implementation.
• Broad based previous experience demonstrating ability to manage many tasks in different areas simultaneously.
• Strong communication and relationship management skills. Personable, positive, discreet and diplomatic.
• Proven team building and people management skills
• Ability to prioritise and maintain a balanced perspective whilst identifying key elements in decision processes, risks and opportunities.
• Ability to write clearly and concisely on different topics as well as read, analyse, and summarise documents and reports.
• Proven success in driving projects to completion, meeting deadlines and thirst for perfection
• Eye for detail to ensure highest standards of accuracy in reports and other outputs.
• Ability to provide constructive practical advice in many areas and listen to others input.

Experience:

• Investment structuring and monitoring
• Property law and management
• Family Inter-generational Tax Planning
• Charity governance including chairing trustee boards
• Senior Accountancy, Investment Management, Tax or Banking experience
• People management experience in a small/medium
• Oversight of staff in UK and France
• Charity grant making experience
• Finance oversight and reporting in a senior business or charity role sized organisation
• Charity strategy development
• Personal tax planning

If you would like to find out more about the role, please send a (preferably Word) copy of your latest resume [e-mail]

REF: AGR996

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