Wealth Management Associate, London, 3-5 PQE

Our client, a global-leading firm with an outstanding Private Client team, is currently looking to recruit a mid-level Wealth Management associate to join in London.

The Wealth Management group provides UK and international tax and wealth planning advice to some of the wealthiest individuals in the market, their family offices, and leading trust companies and private banks.

In particular, the team often advises on legal and tax issues relating to the succession of substantial family-owned businesses and the creation of, or legal and tax issues which arise in connection with wealth holding structures.

The team advises non-UK domiciled individuals, including some who are UK resident and some who are non-UK resident from Europe, the Middle East, and globally.

The associate will be pivotal to the continuing success of the London office, particularly in relation to cross-border initiatives and transactions for wealthy individuals, family offices, trustees, and financial institutions. You will have an important role, working closely with both the senior associates and Partners in the team. The associate will be expected to have an immediate role managing directly with clients and other offices globally.

The successful candidate will be able to demonstrate all or the majority of the following:

• A qualified wealth management associate/ tax advisor (mid-level lawyer or accountant) with experience of UK tax planning for international and UK UHNW individuals and families and their family offices.
• Strong experience and detailed knowledge of the taxation of UK resident non-UK domiciliaries and international tax planning.
• Previous experience at a London firm or a leading regional law firm with a strong specialization in this field or an accountancy firm.
• Commerciality and demonstrable business development experience.

For a confidential chat about this, or other roles which we are handling, please contact Laura Klass on laura.klass@jamesonlegal.com.