Legal Counsel - Private Client

Overview

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

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, 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, 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 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: Permanent

Specialism: Legal

Focus: Private Client & Tax

Workplace Type: Hybrid

Experience Level: Associate

Location: London

Industry: Legal

Salary: Negotiable

Job Reference: NPW60Q-370F2B19

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.