Family Office Portfolio Manager

Job Title: Family Office Portfolio Manager
Contract Type: Permanent
Location: Cambridge
Salary: £50,000 - £65,000
Reference: 200521
Contact Name: Laura Banks
Contact Email:
Job Published: May 20, 2021 14:08

Job Description

The position of Family Office manager is a key role within our growing firm, as you will be responsible for managing the first-class delivery of a variety of technical work and advice to a small but demanding portfolio of clients with complex and wide-ranging needs. If you have a general practice background and a high level of emotional intelligence, this could be just the opportunity for you to expand your advisory skills with a challenging and highly-rewarding portfolio.

Our Family Office is a team of specialists who are as adept with people as we are with numbers. We are experienced professionals who are interested in the world, committed to bringing something new to the table and working together to explore new opportunities and to change things for the better. We pride ourselves on blending technical expertise with emotional intelligence.

This is an ideal role for a highly-motivated and experienced general practitioner who is looking to further broaden their experience and prospects working in a challenging and collaborative environment. You will need solid knowledge of the UK GAAP and tax fundamentals, and have the excellent interpersonal skills needed to work within a small team of qualified staff and trainees, and develop relationships with our client families. You will be expected to proactively contribute to the management of the practice in areas such as systems development and procedural issues. The successful candidate will have a proactive approach to their role, which offers a high degree of advisory work, with excellent opportunities for growth and leadership by working closely with two of the firm’s partners.