Financial Director HNW Family Office

JR United Kingdom; Worcester; On-site; GBP 90,000 - 150,000; Full time

Job summary

A prestigious HNW Family Office in Worcester is seeking a Finance Director to lead their finance function through a transformation phase. This pivotal role involves managing key financial operations, mentoring a growing team, and providing strategic guidance. The ideal candidate should be a fully qualified accountant with deep expertise in investment or real estate finance, ready to thrive in a dynamic environment.

Qualifications

• Experience in investment or real estate finance, ideally within a family office.
• Deep understanding of financial reporting, valuations, and consolidations.
• Confident in managing audits and liaising with external advisors.

Responsibilities

• Lead the finance function through systems transformation and operational restructuring.
• Manage day-to-day operations of the investment finance team.
• Mentor and develop a growing team while embedding best practices.

Skills

Stakeholder management

Strategic leadership

Change management

Financial reporting

Cash flow management

Education

Fully qualified accountant (ACA, ACCA, or ACMA)

Job description

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Financial Director HNW Family Office, worcester

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Client:

Location:

worcester, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

1

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.