Financial Director HNW Family Office

JR United Kingdom; Milton Keynes; On-site; GBP 90,000 - 130,000; Full time

Job summary

A prestigious HNW Family Office seeks a highly capable Financial Director in Milton Keynes. This pivotal role involves leading finance operations, managing audits, and mentoring a dynamic team during a period of transformation. Ideal candidates will have significant experience in investment finance and possess strong qualifications, ready to step into a strategic leadership position.

Qualifications

• Experience in investment or real estate finance within a family office, fund, or multi-entity business.
• Ability to manage teams and lead through periods of change.
• Strong technical skills in financial areas.

Responsibilities

• Lead the finance function through systems transformation and operational restructuring.
• Manage investment finance team operations, including monthly and annual accounts.
• Mentor and develop team members, fostering a high-performance culture.

Skills

Financial reporting

Valuations

Cash flow management

Stakeholder management

Audit management

Education

Qualified accountant (ACA, ACCA, or ACMA)

Job description

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Financial Director HNW Family Office, milton keynes

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Posted:

04.06.2025

Expiry Date:

19.07.2025

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Job Description:

Marks Sattin Executive Search is working with a prestigious HNW Family Office based in Central London in search of a highly capable Finance Director at a pivotal time of growth and transition. This is a rare opportunity to join a sophisticated, fast-moving organisation with a significant portfolio of investments

Reporting to the CFO, the Finance Director will play a central role in leading the finance function through a period of systems transformation and operational restructuring. The role will take full ownership of all non-real estate financial matters, while also overseeing the Real Estate Financial Controller. A key part of the remit will include developing financial systems, streamlining reporting processes, and bringing selected outsourced real estate finance activities back in-house.

This is a broad and high-impact role with responsibility for managing the day-to-day operations of the investment finance team, covering accounts, valuations, and consolidated reporting across a wide range of UK and offshore entities. This includes ownership of monthly and annual accounts, tax submissions, cash flow and valuation analysis, and managing the audit process. You will also act as a key advisor and, stepping in where needed and playing an integral role in shaping the direction of the function. With the department expanding, you will also have the opportunity to mentor and develop a growing team, helping embed best practices and a high-performance culture.

This role is suited to a commercially minded finance leader with strong technical grounding, excellent stakeholder management skills, and the ability to operate in a fluid, evolving environment.

The Ideal Candidate:

• A fully qualified accountant (ACA, ACCA, or ACMA), ideally chartered
• Experienced in investment or real estate finance, ideally within a family office, fund, or multi-entity business
• Technically strong, with a deep understanding of financial reporting, valuations, consolidations, and cash flow management
• Commercially astute and capable of stepping into a strategic leadership role when required
• Confident managing audits, tax processes, and liaising with external advisors
• Comfortable leading teams through periods of change, including systems upgrades or restructures
• A collaborative, hands-on leader with the ability to mentor, develop, and inspire finance professionals

Due to the high level of applications, we can only reply to those candidates with relevant experience.