FINANCE ASSISTANT/ PA REQUIRED FOR A PRIVATE FAMILY OFFICE, 30-40 HOURS PER WEEK, HYBRID, £40K -£60K (Neg), ASAP START, NOTTING HILL

Role: Finance Assistant/ PA

Days/Hours: Monday to Friday (with some flexibility outside normal working  hours) 30- 40 per week

Location: Notting Hill, W11, hybrid 

Salary: £40,000-£60,000 Gross per annum (depending on experience & hours) 

Contract: Permanent 

Start date: ASAP 

A family office based in West London is seeking a finance assistant to carry out administrative tasks for their investment portfolio working from their home office with flexibility to work part-time from home. You work collaboratively with the family’s personal PA, Business Staff and household staff so being a friendly team player is essential. This position is to provide full administrative support around their investments /  finance’s along with being back up support to their personal PA when required, or they are on holiday.

Details / requirements:

  • Bookkeeping qualification / experience, duties would include:

  • Compiling investment reports

  • Project managing legacies, trusts and investments for family office

  • Administration and set up of charitable foundation

  • Secure document management and filing

  • Diary management

  • Travel arrangements

  • Property management tasks

  • Flexible to take on additional tasks when needed to support the family PA

Skills & Qualities Required:

  • Team player working alongside accountants, investment bankers, fund managers, family principals and the family PA

  • Good knowledge of Microsoft Office incl. Excel, Dropbox etc.

  • Discreet and professional, the role involves the handling of sensitive financial information and HNW privacy related tasks

  • Fluent English for verbal and written communication

  • Semi-remote position (needs to go into W.London office every so often for filing or meetings)

  • Part or full time considered (30-40 hours per week)

  • Be eligible to work in the UK

  • Be fluent in the English Language

  • Have a valid DBS check or be willing to get one

Please note, that due to the extremely high volume of applications, we are unable to  reply to all submissions 

To apply for the position please send your CV to info@poppylaneplacements.com