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- Tasks: Support the Wealth Planning team with legal guidance on estate and succession planning.
- Company: Join a prestigious investment management firm in London, known for its client-focused approach.
- Benefits: Enjoy a competitive package and the chance to work in-house with a dynamic team.
- Why this job: Influence strategy and tackle complex client matters in a growing function at the heart of the business.
- Qualifications: Qualified lawyer with experience in private client law and strong communication skills.
- Other info: This is a newly created position, perfect for those looking to advance their career.
The predicted salary is between 48000 - 72000 £ per year.
Legal Counsel – Wealth Planning
London | Investment Management | Competitive Package
We are working exclusively with a highly regarded investment management firm based in London to appoint a Legal Counsel to join their Wealth Planning function. This is a newly created position, offering an excellent opportunity for a qualified lawyer to bring their expertise in private client matters into a dynamic, client-focused financial services environment.
The Role
As Legal Counsel, you will play a key role in supporting the firm’s Wealth Planning team, providing expert legal guidance across a range of matters including:
- Advising on estate and succession planning strategies.
- Supporting clients and internal teams with inheritance tax planning.
- Reviewing and advising on complex legal documentation.
- Acting as an internal subject matter expert on private client issues.
- Working closely with wealth planners, investment managers, and external advisers to deliver holistic solutions to clients.
The Candidate
We are seeking a qualified lawyer (England & Wales or equivalent) with a strong background in private client law. The ideal profile will include:
- Qualified Lawyer with experience in external practice dealing with Private Clients (HNW/UHNW)
- Experience in estate planning, succession planning, or inheritance tax.
- Strong technical knowledge combined with commercial awareness and the ability to communicate effectively with non-legal stakeholders.
- A collaborative mindset and genuine interest in wealth management and financial planning.
Why Apply?
This role offers the chance to move in-house within a prestigious investment management firm, while still focusing on the specialist private client areas where you have built your career. You will have the opportunity to influence strategy, work on complex client matters, and be part of a growing function that sits at the heart of the business.
Legal Counsel employer: JCW Group
Contact Detail:
JCW Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Legal Counsel
✨Tip Number 1
Network with professionals in the investment management and wealth planning sectors. Attend industry events, webinars, or local meetups to connect with potential colleagues and learn more about the firm’s culture.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in private client law, particularly around estate and succession planning. This knowledge will not only boost your confidence but also demonstrate your commitment to staying current in the field.
✨Tip Number 3
Prepare to discuss specific case studies or examples from your previous experience that highlight your expertise in private client matters. Being able to articulate your past successes will set you apart during interviews.
✨Tip Number 4
Showcase your collaborative mindset by preparing examples of how you've worked effectively with non-legal stakeholders in the past. This will illustrate your ability to communicate complex legal concepts in a way that is accessible to all team members.
We think you need these skills to ace Legal Counsel
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in private client law, estate planning, and inheritance tax. Use specific examples that demonstrate your expertise and how it aligns with the role of Legal Counsel.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and financial planning. Explain why you are interested in this particular role and how your background makes you a perfect fit for the firm.
Highlight Relevant Experience: In your application, emphasise any previous roles where you advised on estate and succession planning strategies. Mention your ability to communicate effectively with non-legal stakeholders, as this is crucial for the position.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential for a legal role.
How to prepare for a job interview at JCW Group
✨Know Your Legal Stuff
Brush up on your knowledge of estate and succession planning, as well as inheritance tax. Be prepared to discuss specific cases or scenarios where you've successfully navigated these areas in your previous roles.
✨Understand the Firm's Culture
Research the investment management firm and its Wealth Planning function. Familiarise yourself with their values and approach to client service, so you can demonstrate how your experience aligns with their culture during the interview.
✨Prepare for Scenario Questions
Expect to be asked about how you would handle complex legal documentation or advise clients on private client issues. Think through potential scenarios and how you would approach them, showcasing your problem-solving skills.
✨Show Your Collaborative Side
Highlight your ability to work with non-legal stakeholders, such as wealth planners and investment managers. Share examples of past collaborations that led to successful outcomes, emphasising your communication skills and teamwork.
