Overview
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.
Legal Counsel – Wealth Planning
London | Investment Management | Competitive Package
Responsibilities
* 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.
Qualifications
* 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.
Seniority level
* Mid-Senior level
Employment type
* Full-time
Job function
* Legal, Finance, and Accounting/Auditing
Industries
* Financial Services, Investment Management, and Investment Banking
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