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Family Office Accountant


West Cornwall

Ref AC7207

We‘re at interview stage but it‘s not too late. Suitably experienced candidates invited to apply ASAP.

Exclusive to Trial Balance Consulting

Family Office Accountant - West Cornwall - £: Flexible DOE

*Please note that whilst previously gained experience in Family Office or wealth management accounting would be advantageous, it is not considered a pre-requisite for consideration. Exposure in implementation of MS Dynamics/Navision software is essential*    

Trial Balance Consulting are delighted to have been assigned to assist in the recruitment of a Family Office Accountant, a most interesting and unusual opportunity to be found in West Cornwall. The role report to and work closely alongside a high-net worth-individual with ambitious and diverse future investment plans. This is a broad role that will focus on the analysis of investments, family tax affairs, corporate governance, capital management, and financial control of a range of incorporated companies. A key responsibility of the role will be to oversee the configuration and implementation of an MS Dynamics based platform (Navision), and it is essential that potential applicants have experience in configuring reports and architecture using this platform. 

In its infancy, this will be an extremely hands on role that will require the successful candidate to roll up their sleeves and become fully versed in the business strategy and objectives. This will entail the set up and launch of multiple companies, day to day financial controls, working with investment providers and managing the financial side of an affluent HNW individual. The role is likely to grow with an increasing headcount of onsite staff, including accounting support. 

Our client seeks a Chartered Accountant with excellent software implementation exposure. We’re looking for a highly talented, articulate, energetic candidate with high levels of initiative and the ability to roll out a complex software implementation. It’s a unique position that offers a very bright future for the successful candidate. For further details, please contact Alex Callister quoting reference AC7207. All enquiries will be treated in the strictest of confidence. Remuneration will be impressive and negotiable dependent on experience.  


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