Private Client Associate - Hybrid, Training & Growth

Realm Recruit

West Kirby

Hybrid

GBP 55,000 - 75,000

Full time

6 days ago
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Benefits offered by this job

Hybrid and home-working options
25 days' holiday plus bank holidays
Referral bonus
Free Health Cash Plan
Pension scheme
Death in service benefit
Employee Assistance Programme
Unlimited access to training academy
Structured, merit-based career prog.
Choice of Liverpool or Wirral office

Job summary

Realm Recruit is seeking an experienced Private Client Associate or Senior Associate Solicitor to join its Merseyside team. The role covers wills, trusts, probate, estate administration, tax planning and powers of attorney, with hybrid working between Liverpool and Wirral offices.

Ideally based in Liverpool; Hoylake or Heswall on the Wirral are also options. The firm offers a merit-based progression framework, unlimited training academy access and a supportive environment to develop your

Qualifications

  • 5+ years' PQE ideal for Private Client Solicitor.
  • Experience handling wills, trusts and probate matters.
  • Ability to manage a full caseload with minimal supervision.
  • Experience working towards financial and chargeable-hour targets.
  • Strong organisational and time management skills.
  • Excellent attention to detail and accuracy.
  • Confident, empathetic and professional client manner.
  • Strong IT and case management skills.
  • Proactive, collaborative approach and sound judgement.
  • Experience developing referral relationships and generating new work.

Responsibilities

  • Managing a varied Private Client caseload.
  • Drafting wills and advising on trusts.
  • Handling probate and estate administration.
  • Advising on tax and estate planning.
  • Preparing powers of attorney.
  • Supporting clients, families and carers.
  • Building relationships with existing clients.
  • Networking to attract new instructions.
  • Maintaining compliance and service standards.
  • Contributing to the team's continued growth.

Skills

PQE 5+ years
Wills & trusts
Probate experience
Time management
Attention to detail
Client-facing
IT & case management
Referral development

Job description

Realm Recruit is seeking an experienced Private Client Associate or Senior Associate Solicitor to join its Merseyside team. The role covers wills, trusts, probate, estate administration, tax planning and powers of attorney, with hybrid working between Liverpool and Wirral offices.

Ideally based in Liverpool; Hoylake or Heswall on the Wirral are also options. The firm offers a merit-based progression framework, unlimited training academy access and a supportive environment to develop your

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