Finance Associate (With Family Office/ Private Family office experience)
Salary: Up to 60K DOE + Bonus
Location: Hybrid (London)
I am currently recruiting for a Finance Associate to join the family office of our UHNWI client. This is an excellent opportunity for someone with minimum 3 years' experience to play a pivotal role in the financial management of a core segment of the organisation.
The ideal candidate will have a relevant Finance Qualification and exemplary attention to detail and communicative skills.
Working as part of a small but successful team, core responsibilities will include but not be limited to;
Control of regular invoices and payments
Monthly reconciliation of bank accounts
Cashflow monitoring and distribution of funds to group companies
Assist in preparing quarterly cashflow report
Prepare Journal for daily operation, allocate to different cost centre
Preparation of payment via online e-platform in a timely basis
Assist VP of Finance and Finance Manager on ad-hoc projects
If you are seeking a move from a family office into a new family office or a step from a consultancy or similar background (where you have had exposure to family office), please apply today without delay.
Qualifications
Bachelor's degree in Accountancy/Finance
ACCA qualified or working towards qualification ideal
Good command of accounting software
Fluency in MS office
Detail-oriented and analytical
Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.
Tate is acting as an Employment Business in relation to this vacancy.
Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
Updated: 15 September 2025
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