Finance & Operations Assistant, Family Office, London

• Location: London

• Salary: £45,000 to £55,000 per annum, depending on experience

• Contract: Full-time, permanent

• Working Pattern: Hybrid. In-office Monday, Wednesday, Thursday; work from home Tuesday and Friday.

• Reporting To: Finance Manager, with direction also from the Project and Operations Manager

• Languages: Fluent English. Spanish a strong advantage.

• Start Date: As soon as possible.

• Right to Work: Existing right to live and work in the UK required. No visa sponsorship.

Overview

Oplu is leading the search for a Finance and Operations Assistant to join an established UHNW family office in London.

This is a dual-track support role across finance and operations. The successful candidate supports both the Finance Manager and the Project and Operations Manager, responsible for the day-to-day running of the office across both functions: Xero reconciliations, cash reports, payment runs, supplier records, insurance claims, and the operational detail that keeps a UHNW family’s personal and professional affairs in order.

This is a deliberate hire for someone who wants to move into finance. Both the Finance Manager and the Project and Operations Manager came through a PA or support-role route into the office, then specialised. The family office hires for numeracy, ambition, and attitude, and grows the technical skills inside.

Who This Role Suits

This role is best suited to an ambitious PA, EA, or Team Assistant who wants to add finance to their toolkit. It could also suit an economics, accounting, or finance graduate who has been working in a support role and is now ready to specialise.

Two candidate profiles work:

• A graduate, 1 to 3 years out of university, who studied economics, accounting, finance, or a numerate discipline, and has been working as a PA, team assistant, or in a comparable support role.

• An experienced PA, EA, or team assistant, 3 to 6 years, non-graduate, who is numerically confident and ready to move from a diary-first role into one that is finance-first.

The right candidate is numerate, detail-driven, a careful self-starter, and genuinely interested in how a family office works. Not a corporate accountant on autopilot. Not an EA who wants to sit at the Principal’s shoulder. Someone who wants to spend the next few years learning the back-office rhythm of a family office under the Finance Manager, who herself came through this exact route.

Fluent Spanish is a strong advantage. Studying for, or planning to study for, a professional accountancy qualification, such as ACCA, CIMA, ACA, or AAT, is welcomed and supported.

Key Responsibilities

Finance Support

• Record and reconcile global bank transactions from several bank accounts and credit cards on Xero, weekly and monthly.

• Monitor several bank balances and prepare weekly cash reports.

• Retrieve and upload raw data for reporting purposes.

• Produce monthly, quarterly, and year-to-date global P&Ls for the Finance Manager to review.

• Issue invoices where necessary.

• Submit quarterly reimbursement reports to the Principal’s company for expenses paid with personal funds.

• Organise the weekly payment run; draft, input, and execute payments on instruction.

• Submit Principal’s company card receipts on the Brex platform.

• Maintain accurate payment records and handle highly sensitive information with discretion.

• Provide admin assistance tracking investments across different platforms.

• Execute stock trades on instruction and report across accounts, highlighting realised profits following any sales.

• Complete ad hoc duties as instructed.

Operations Support

• Assist with data inputting, including forms, questionnaires, and similar.

• Submit and track health insurance claims.

• Assist with keeping track of suppliers and contracts, and keep the Property Registry duly organised.

• Keep the Family Office Google Drive storage in order and file documents in the right place.

• Calculate and track the family’s yearly carbon offsets and report on them.

• Keep track of the family’s days per country.

Requirements

Must-haves

• Prior experience as a Personal Assistant, Executive Assistant, Team Assistant, or in a comparable support role.

• Strong numeric skills, financial acumen, detail orientation, and a genuine interest in finance.

• One of the following background routes:

  • A degree in economics, accounting, finance, or a numerate discipline, with 1 to 3 years’ post-graduate experience in a support role.

  • 3 to 6 years’ support-role experience without a university degree, with proven numerical confidence built in work.

• Excel proficiency.

• Tech and IT savvy; comfortable with basic troubleshooting and investigating elementary IT issues.

• Minute-taking.

• Familiar with Mac OS and Gmail.

• Fluent English, written and spoken; excellent presentation and communication skills.

• Proactive, self-starting, and hands-on; able to pick up new challenges with a positive attitude.

• Able to work under pressure, respect deadlines, prioritise logically, and work effectively in a small team.

• Existing right to live and work in the UK. No visa sponsorship.

Strong Advantage

• Previous exposure to a HNW or UHNW family office, private office, or private wealth environment.

• Studying for, or planning to study for, a professional accountancy qualification, such as ACCA, CIMA, ACA, or AAT.

• Fluency in Spanish.

• Prior Xero experience.

• Prior exposure to Brex or a comparable corporate-card platform.

• Prior exposure to multi-jurisdiction family office operations, including days-per-country tracking and international reimbursement flows.

Application Process

Apply via the form on this page. Only shortlisted candidates will be contacted. If you do not hear from us within 14 days, please consider your application unsuccessful on this occasion.