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- Tasks: Engage in funds flow, compliance, and succession planning for private clients.
- Company: Join a renowned firm known for its supportive and inclusive work culture.
- Benefits: Enjoy flexible working options, including one day of remote work per week.
- Why this job: Be part of a dynamic team with accelerated career progression and expert training.
- Qualifications: Proficient Lawyer specializing in Private Client with relevant experience.
- Other info: This is a full-time hybrid role based in London.
The predicted salary is between 43200 - 72000 £ per year.
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.
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Legal Counsel - Private Client employer: Robert Walters UK
Contact Detail:
Robert Walters UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Legal Counsel - Private Client
✨Tip Number 1
Familiarize yourself with the specific legal frameworks and regulations related to Private Client work, especially in the context of funds flow and compliance. This knowledge will not only help you during interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the Private Client sector, particularly those who have experience with CSPs. Engaging in conversations with them can provide valuable insights and potentially lead to referrals or recommendations.
✨Tip Number 3
Stay updated on current trends and changes in tax laws, FATCA, and CRS regulations. Being well-informed will allow you to speak confidently about these topics during your discussions with the hiring team.
✨Tip Number 4
Prepare to discuss your experience with multi-jurisdictional succession planning and KYC processes. Highlighting relevant examples from your past work will showcase your expertise and fit for the role.
We think you need these skills to ace Legal Counsel - Private Client
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly understand the responsibilities and requirements of the Legal Counsel - Private Client position. Familiarize yourself with the specific tasks mentioned in the job description, such as funds flow, compliance, and succession planning.
Tailor Your CV: Customize your CV to highlight relevant experience and skills that align with the job description. Emphasize your proficiency in private client law, restructuring, and any experience with FATCA & CRS assistance.
Craft a Compelling Cover Letter: Write a cover letter that not only showcases your qualifications but also reflects your understanding of the company's values and culture. Mention your enthusiasm for working in a supportive and inclusive environment.
Proofread Your Application: Before submitting your application, carefully proofread all documents to ensure there are no errors or typos. A polished application demonstrates attention to detail, which is crucial in the legal field.
How to prepare for a job interview at Robert Walters UK
✨Understand the Role
Make sure you have a clear understanding of the responsibilities outlined in the job description. Familiarize yourself with terms like FATCA, CRS, and KYC, as well as the specific tasks related to private client law.
✨Showcase Your Experience
Prepare to discuss your previous experience in private client law, particularly in areas like restructuring and compliance. Be ready to provide examples of how you've successfully managed similar tasks in the past.
✨Demonstrate Cultural Fit
This company values collaboration and inclusivity. During the interview, highlight your ability to work well in teams and your appreciation for diverse perspectives. Share experiences that showcase your adaptability and respect for others.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's culture, the team you'll be working with, and the specific challenges they face in private client law. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
