Legal Counsel – Wealth Planning
Please make an application promptly if you are a good match for this role due to high levels of interest.
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.