Legal Counsel - Private Client

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

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