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About the Role

Serving as a legal officer for BM, the Paralegal will facilitate the strategic and operational activities of the BM Legal Function by delivering effective, efficient, and ethical legal advice and solutions. The role involves managing the legal risk management framework to identify, avoid, control, and monitor legal risks. Working closely with senior members and reporting to the Head of Legal, the Paralegal will handle all legal work related to BM, focusing on internal infrastructure including contracts, IP, data protection, IT, and property.

Responsibilities

• Provide day-to-day legal support to the BM business, including advice and documentation regarding intra-group agreements, professional services engagements, non-material commercial contracts, NDAs, and other preliminary agreements.
• Provide legal advice and documentation regarding IP/brand, including trademarks, sponsorship, events, RFPs, marketing and comms issues, and market data.
• Provide legal advice and documentation regarding IT issues, including the BM website, email 'disclaimers', and app.
• Provide legal advice and documentation regarding material outsourcing/critical supplier arrangements.
• Provide legal advice and documentation regarding data protection and privacy, to support the DPO.
• Provide legal advice and documentation regarding property and FM matters.
• Contribute to strategic projects, business initiatives, and transactions (M&A and reorganisations) by providing legal advice and documentation.
• Support on disputes and investigations, liaising with internal stakeholders and external advisers as appropriate.
• Produce and update legal templates, guidance, and internal resources to ensure consistency and best practice.
• Support the identification and management of legal risks, including horizon scanning and new product/service processes, ensuring appropriate escalation and oversight.
• Contribute to maintaining and enhancing legal governance frameworks, including policies, standards, and processes.
• Assist in managing external legal counsel, ensuring efficient use of external support.
• Ensure work is carried out in line with regulatory expectations and internal policies.

Requirements

• Knowledge of the legal and regulatory risks associated with commercial contracts, companies, data protection, privacy, information technology, intellectual property, and property law for commercial tenants.
• Strong written and verbal communication skills, with the ability to present legal information clearly and concisely.
• Good analytical skills and attention to detail.
• Strong negotiation skills, commercial awareness, and a pragmatic approach to problem-solving.
• A good team member with strong interpersonal skills, including the ability to build effective relationships across a range of stakeholders.
• Strong organisational and time management skills with the ability to manage multiple priorities.
• Flexible, positive, solution-oriented, and proactive in relation to work requirements.
• Law degree and appropriate vocational qualification.
• Private practice or in-house experience (or both) in the UK in commercial contracts, data protection, and IP/IT is required.
• Property matters experience is desirable.
• Experience within the wealth, investment management, or retail financial services sector is desirable but not essential.

Skills

• Commercial contracts
• Data protection
• Intellectual property
• Information technology
• Property law
• Written communication
• Verbal communication
• Analytical skills
• Attention to detail
• Negotiation skills
• Commercial awareness
• Problem-solving
• Interpersonal skills
• Relationship building
• Organisational skills
• Time management
• Flexibility
• Proactiveness

Location

• London

Work Type

• Hybrid
• Full-time

Experience Level

• UK private practice or in-house experience in commercial contracts, data protection, and IP/IT required
• Property matters experience desirable
• Wealth, investment management, or retail financial services sector experience desirable

Education Level

• Law degree
• Appropriate vocational qualification

About the Company

• Brooks Macdonald Group plc is one of the UK's leading wealth management firms, recognised for investment performance and client service.
• We offer leading multi-asset investment services to intermediaries, and high-quality financial planning advice to private clients, benefitting from a strong local presence across the UK.
• We offer fulfilling careers in an inclusive culture that values diversity, ambition and rewards high performance.
• Our values (we call them our guiding principles) underpin our culture and are at the heart of everything we do: we do the right thing, we are connected, we care, we make a difference.
• We welcome talented people from all backgrounds who live our guiding principles and are focused on ensuring good outcomes for our clients.

Equal Opportunity

• We’re committed to promoting equal employment opportunities and positively encourage applications from suitably qualified candidates regardless of race, religion or belief, sexuality, age, disability, gender, gender identity, marital status or pregnancy and maternity.