Private Client Associate Hybrid, STEP Support & Growth

Realm Recruit; Cheltenham; Hybrid; GBP 60,000 - 72,000; Full time

Benefits offered by this job

Hybrid working

2 days from home

28 days annual leave

Study leave

STEP/CTA study support

Career progression

Job summary

Realm Recruit in Cheltenham is seeking a Private Client Associate to join a Tier-1 Private Client team. You will handle sophisticated Private Wealth matters for high-net-worth clients, working alongside Partners and dedicated tax and trust specialists.

Some tax knowledge is essential, with support to develop further. The role offers genuine flexibility, hybrid working with 2 days from home, and a clear path to Senior Associate.

Qualifications

• Qualified Solicitor with Private Client grounding and 3+ PQE (ideally)
• Experience with trusts and basic private client tax matters
• Understanding of inheritance tax and estate planning principles

Responsibilities

• Manage a varied caseload of private wealth matters
• Advise on wills, trusts and estate planning for high-net-worth clients
• Support wills, trusts and lifetime gifting arrangements
• Develop knowledge of more complex tax planning
• Collaborate with tax and trust colleagues to deliver integrated advice
• Build lasting relationships with clients and deliver excellent service

Skills

Private Client experience

Trusts experience

Private client tax awareness

Client care

Collaborative team player

Attention to detail

STEP/CTA readiness

Education

Solicitor qualification

STEP qualification

Job description

Realm Recruit in Cheltenham is seeking a Private Client Associate to join a Tier-1 Private Client team. You will handle sophisticated Private Wealth matters for high-net-worth clients, working alongside Partners and dedicated tax and trust specialists.

Some tax knowledge is essential, with support to develop further. The role offers genuine flexibility, hybrid working with 2 days from home, and a clear path to Senior Associate.