Private Client Associate - Flexible HNW Trusts

Realm Recruit; England; Hybrid; GBP 55,000 - 65,000; Full time

Benefits offered by this job

Discretionary bonus

2 days home working

Employee-owned business

Tier 1 Legal 500 work

Personal development plans

Study and exam leave

No fixed progression timelines

Job summary

Realm Recruit in Warwickshire is seeking a Private Client Associate to join our established Private Wealth team. You will handle sophisticated matters for high-net-worth individuals, with trusts and tax at the core of the role.

The firm offers an unusually flexible path for development, encouraging you to build a niche as a technical specialist or progress toward leadership. A collaborative, employee‑owned culture supports long‑term growth.

Qualifications

• 3+ PQE in Private Client
• Strong Private Client technical grounding
• Trusts experience
• Basic tax knowledge and IHT understanding
• Experience advising HNW clients
• Strong problem-solving and big-picture thinking
• Collaborative, team-focused approach
• Desire to develop deeper technical expertise
• STEP qualification encouraged
• Experience from a recognised Private Client practice

Responsibilities

• Manage sophisticated Private Wealth matters
• Advise HNW individuals and families
• Handle trusts and tax-related work
• Provide lifetime planning advice
• Deliver high-quality client service
• Work with tax and trust specialists
• Contribute to the wider team
• Mentor junior lawyers if desired
• Develop your own technical specialization
• Build career around your strengths

Skills

Private Client

Technical grounding

Trusts experience

Tax experience

HNW clients

Problem solving

Team player

Technical specialization

STEP qualification

Recognised Private Client practice

Job description

Realm Recruit in Warwickshire is seeking a Private Client Associate to join our established Private Wealth team. You will handle sophisticated matters for high-net-worth individuals, with trusts and tax at the core of the role.

The firm offers an unusually flexible path for development, encouraging you to build a niche as a technical specialist or progress toward leadership. A collaborative, employee‑owned culture supports long‑term growth.