Legal Counsel - Private Client

Robert Walters UK; City Of London; Hybrid; GBP 125,000 - 150,000; Full time

Job summary

A leading legal recruitment firm is seeking a proficient Lawyer specializing in Private Client work in London. The role requires engagement with funds flow, compliance, and succession planning. Key responsibilities include managing KYC requests, assisting in asset restructuring, and preparing for board meetings. This position offers a hybrid working model and competitive salary, appealing to candidates with strong legal backgrounds.

Benefits

Flexible working opportunities

Inclusive work environment

Qualifications

• Experience in private client legal services.
• Ability to handle complex KYC requests.
• Knowledge of FATCA and CRS regulations.

Responsibilities

• Document weekly flows and coordinate with CSPs.
• Assist in asset restructuring and distribution.
• Review company accounts for compliance.

Skills

Legal documentation

KYC management

Tax compliance

Succession planning

Job description

Overview

We have been retained by a long-standing FS client offering a unique opportunity for a proficient Lawyer with a specialisation in Private Client. This role is based in London and involves engaging in a variety of tasks including funds flow, restructuring, compliance, succession planning, board meetings, and debt restructuring. The successful candidate will work intimately with individuals across various structures and liaise with CSPs.

Key responsibilities

• Document weekly flows across structures and individuals in coordination with CSPs.
• Assist in the restructuring of personal assets on sale, distribution, settlement.
• Provide FATCA & CRS assistance including handling W8, W9 forms, and controlling person forms.
• Review company accounts and manage large-scale KYC requests.
• Plan multi-jurisdictional succession plans and future financial planning.
• Prepare packs for board meetings, guide meetings, and review and revise detailed board minutes.
• Support personal assets CFO with ad-hoc filings and legal documents.

What sets this company apart

This company is renowned for its commitment to a supportive and inclusive work environment. They value the unique skills and experiences each individual brings, fostering a culture of collaboration and mutual respect. They offer flexible working opportunities, including the option to work from home one day per week.

About the job

• Contract Type: Permanent
• Specialism: Legal
• Focus: Private Client & Tax
• Workplace Type: Hybrid
• Experience Level: Associate
• Location: London
• Industry: Legal
• Salary: Negotiable

Position status: Open for applications. Date posted: 7 March 2025. Consultant: Ryan Bernarte. EEO statement: Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates.