Private Client Senior Associate / Associate Partner

Realm Recruit; England; Hybrid; GBP 80,000 - 90,000; Full time

Benefits offered by this job

Hybrid working

Employee-owned

Bonus potential

Partnership progression

Job summary

Realm Recruit is seeking a Private Client Senior Associate or Associate Partner to join its Warwickshire team, renowned for high-quality Private Wealth work.

You’ll advise high-net-worth clients on complex trusts, tax planning and estate matters, working with experienced Partners and a supportive, employee-owned culture that values merit and flexible progression toward Partnership.

Qualifications

• Experienced Private Client Solicitor with strong technical expertise in private wealth.
• Solid experience of trusts and private client tax matters.
• Understanding of inheritance tax, lifetime gifting and estate planning.
• Working knowledge of capital gains tax and income tax.
• Ideally 5+ years' PQE and experience mentoring juniors.

Responsibilities

• Advising high-net-worth clients on Private Wealth matters.
• Handling complex trusts and tax planning work.
• Advising on inheritance tax and lifetime gifting.
• Supporting succession and estate planning strategies.
• Considering CGT and income tax implications.
• Working alongside specialist tax and trust colleagues.
• Managing sophisticated client relationships.
• Delivering exceptional client care.
• Contributing to shared team targets.
• Developing a technical specialism if desired.
• Mentoring junior colleagues where appropriate.
• Supporting the wider firm's collaborative culture.

Skills

Private Client

Tax & Trusts

High-net-worth clients

Inheritance Tax

Lifetime Gifting

Estate Planning

CGT/Income Tax

Mentoring juniors

STEP/CTA qualification

5+ PQE

Education

STEP or CTA qualification

Job description

• Join a Legal 500 Tier 1 Private Client team handling complex, high-value Private Wealth matters
• Enjoy hybrid and agile working, with genuine flexibility and manageable team-based targets
• Benefit from tailored career progression, with opportunities to reach Partner level without rigid timescales

Are you an experienced Private Client Solicitor with strong tax and trusts expertise, looking for high-quality work and the freedom to shape your own career?

This established, employee-owned boutique law firm is seeking a Private Client Senior Associate / Associate Partnerto join its Warwickshire team, with convenient motorway links to Birmingham and the surrounding areas.

You’ll advise high-net-worth clients on sophisticated Private Wealth matters, working alongside experienced Partners and dedicated tax and trust specialists.

This is an opportunity to join a technically excellent team without the pressures often associated with larger firms. You’ll handle complex matters while benefiting from realistic expectations, genuine team-based targets and a collaborative approach.

The firm takes a refreshingly individual approach to career development. Whether you want to become a recognised technical specialist, mentor junior colleagues or progress towards Partnership, you’ll be supported in building a career that suits your strengths and ambitions.

As an employee-owned practice, the firm is committed to protecting its supportive, non-hierarchical culture. Partners work closely alongside fee earners, and progression is based on contribution rather than fixed timescales or restrictive promotion structures.

Who we’re looking for

• Experienced Private Client Solicitor with strong technical expertise (E)
• Solid experience of trusts and private client tax matters (E)
• Understanding of inheritance tax, lifetime gifting and estate planning (E)
• Working knowledge of capital gains tax and income tax considerations (E)
• Experience advising high-net-worth clients (E)
• Strong problem-solving skills and ability to consider the wider picture (E)
• Excellent client care, communication and relationship-building skills (E)
• Collaborative approach and willingness to contribute to the wider firm (E)
• Enthusiasm for developing technical expertise (E)
• Ideally 5+ years' PQE (D)
• Experience within a reputable Private Client practice (D)
• STEP or CTA qualification, or willingness to work towards one (D)
• Experience mentoring junior colleagues (D)

What you’ll be doing

• Advising high-net-worth clients on Private Wealth matters
• Handling complex trusts and tax planning work
• Advising on inheritance tax and lifetime gifting
• Supporting succession and estate planning strategies
• Considering CGT and income tax implications
• Working alongside specialist tax and trust colleagues
• Managing sophisticated client relationships
• Delivering exceptional client care
• Contributing to shared team targets
• Developing a technical specialism if desired
• Mentoring junior colleagues where appropriate
• Supporting the wider firm's collaborative culture

Salary & Benefits

• £80,000–£90,000, depending on experience
• Annual discretionary bonus, with a strong history of meaningful annual payouts, although not guaranteed
• Hybrid working – 2 days from home per week
• Additional agile working flexibility, including adaptable start and finish times
• 28 days' annual leave plus bank holidays at Senior Associate level, with increased entitlement on promotion
• Employee-owned, independent law firm
• Genuine team-based targets rather than individual billing pressures
• High-quality, complex Private Wealth work
• Supportive, non-hierarchical working environment
• Tailored personal development plans
• No fixed timescales or caps on progression
• Potential to progress from Senior Associate towards Partner level within approximately 3 years, depending on performance
• Support for STEP and CTA qualifications
• Study leave for exams and professional development
• Opportunity to develop a specialist practice or pursue leadership
• Strong staff retention and collaborative culture

This is an excellent opportunity for a Private Client Senior Associate or Associate Partner seeking exceptional work, genuine flexibility and a career path shaped around their individual ambitions.

If you’re looking for a technically strong team where progression is based on merit and you’re supported to develop at your own pace, we’d love to hear from you.