Legal Counsel - Private Client

Robert Walters UK; London; On-site; GBP 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a proficient Lawyer specializing in Private Client law. This unique opportunity allows you to engage in diverse tasks such as funds flow, restructuring, and compliance. You will work closely with various stakeholders, providing essential assistance in succession planning and board meetings. The company is celebrated for its inclusive culture, offering flexible working options, including hybrid arrangements. Join a dynamic team where your skills will be valued, and enjoy accelerated career progression in a supportive environment.

Qualifications

• Proficient in Private Client law with experience in compliance and restructuring.
• Strong understanding of FATCA, CRS, and KYC processes.

Responsibilities

• Document weekly flows and assist in asset restructuring.
• Provide FATCA & CRS assistance and manage KYC requests.
• Prepare and guide board meetings, ensuring compliance.

Skills

Legal Expertise in Private Client

Compliance Knowledge

Restructuring Skills

FATCA & CRS Assistance

KYC Management

Succession Planning

Education

Law Degree

Qualified Lawyer

Job description

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

Key responsibilities:

• Documenting weekly flows across structures and individuals in coordination with CSPs.
• Assisting in the restructuring of personal assets on sale, distribution, settlement.
• Providing FATCA & CRS assistance including handling W8, W9 forms, controlling person forms.
• Reviewing company accounts and managing large-scale KYC requests.
• Planning multi-jurisdictional succession plans and future financial planning.
• Preparing packs for board meetings, guiding meetings, reviewing and revising detailed board minutes.
• Supporting personal assets CFO with ad-hoc filings and legal documents.

What sets this company apart:

This company is renowned for its commitment to providing 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 some flexible working opportunities, including the option to work from home one day per week.

About the job:

Contract Type: FULL_TIME

Specialism: Legal

Focus: Private Client & Tax

Workplace Type: Hybrid

Experience Level: Associate

Location: London

Salary: Negotiable

Job Reference: NPW60Q-370F2B19

Date posted: 7 March 2025

Consultant: Ryan Bernarte

Come join our global team of creative thinkers, problem solvers and game changers. We offer accelerated career progression, a dynamic culture and expert training.