Rockbourne has been retained to help appoint a Chief Financial Officer to lead, scale and
institutionalise our clients' financial ecosystem.
This is a rare opportunity to join a highly secure long-term real estate investment platform that will scale significantly over the coming years.
Working directly with the CEO and the leadership team, you will take full ownership of the financial team and play a pivotal role in shaping an emerging UK leader in the acquisition, development and management of income-generating properties.
Why join?
Platform Security
The business is backed by a strong, evergreen balance sheet investor, providing long-term
stability and resilience. The position is highly secure and not dependent on deal cycles, exits,
or fund wind-downs. This is a long-term platform, not an exit-driven vehicle.
Platform Evolution
The business is transitioning from a single-investor model to a multi-investor platform. This
role will sit at the centre of that evolution, leading on financial structuring, investor reporting,
and systems as the platform broadens its capital base.
Scale & Growth Ambition
The role provides exposure to a platform with significant scale and ambitious growth plans.
As the business expands, the finance function will play a critical role in enabling growth,
managing complexity, and supporting long-term value creation.
Scope of the Role
This individual will take full ownership of the finance function within a growing real estate
investment platform. The role spans strategic finance, structuring, reporting, and operational
oversight, with responsibility for building and running a best-in-class finance capability as the
business scales.
Access & Influence
The position offers direct access to the CEO and genuine influence over the platform’s
strategy, financial architecture, and decision-making. The successful candidate will act as a
trusted partner, shaping how the business is structured, funded, and governed as it evolves.
Working Culture & Flexibility
The culture is adult, flexible, and output-focused. Success is defined less by formal KPIs and
more by value creation, ownership, and trust.
The Role:
Core responsibilities
- Ownership and continuous improvement of financial statements under IFRS and UK GAAP, ensuring they are robust, clean, and investor-ready.
- Institutionalising reporting processes so that numbers are consistent across property management systems, models, bank statements, audits, and financial accounts.
- Oversight of the full finance function, including property accounting, fund and investor reporting, audits, and lender reporting.
- Preparing the business for third-party capital, including tax structuring input, fund or JV structures, and regulatory considerations.
- Acting as CEO’s right-hand partner on all financial, structural, and strategic matters.
About You:
Essential experience
- Senior finance background within real estate, private equity, or fund environments.
- Strong understanding of IFRS and UK GAAP.
- Experience preparing and presenting information for investors and boards.
- Exposure to fund, JV, or regulated structures, with awareness of FCA and AIFM considerations.
- Proven ownership mentality and strong time management.
- Understanding of UK real estate asset classes, particularly offices and retail warehousing.
Desirable experience
- Prior exposure to fund structuring, AIFM environments, or regulated investment platforms.
- Fundraising or investor interaction experience.
