Private Wealth Associate - Hybrid, High-Net-Worth

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

Benefits offered by this job

Hybrid working (2 days from home per‑w

28 days' annual leave

Discretionary bonus

STEP/CTA study support

Employee-owned culture

Job summary

Realm Recruit is assisting a Birmingham-based Private Client Associate role within a respected, employee-owned boutique law firm. The successful candidate will handle complex Private Wealth matters for high-net-worth clients, supported by tax and trust specialists, with opportunities to progress and develop technical expertise.

The firm offers hybrid working (2 days from home per week), flexible hours, and generous holiday.

Qualifications

• Qualified Solicitor with a Private Client background.
• Experience in trusts and basic private client tax matters.
• Understanding of inheritance tax and estate planning principles.
• Experience working with high-net-worth clients.
• Willingness to work towards STEP/CTA qualifications.

Responsibilities

• Managing a varied caseload of Private Wealth matters.
• Advising high-net-worth clients on wills, trusts and estate planning.
• Supporting inheritance tax and lifetime gifting arrangements.
• Developing knowledge of more complex tax planning.
• Working alongside specialist tax and trust colleagues.
• Building lasting relationships with clients.
• Delivering exceptional client service.
• Contributing to shared department targets.
• Developing your own technical specialisms.

Skills

Private Client

Trusts

Tax knowledge

High-net-worth clients

Client care

Team collaboration

Education

STEP qualification

Job description

Realm Recruit is assisting a Birmingham-based Private Client Associate role within a respected, employee-owned boutique law firm. The successful candidate will handle complex Private Wealth matters for high-net-worth clients, supported by tax and trust specialists, with opportunities to progress and develop technical expertise.

The firm offers hybrid working (2 days from home per week), flexible hours, and generous holiday.