Private Wealth Solicitor

Realm Recruit; Sheffield; On-site; GBP 70,000 - 110,000; Full time

Benefits offered by this job

Firm-wide bonus scheme

2 days working from home

Flexible hours

30 days holiday + Christmas closure

Private medical insurance

Electric car scheme

Company mobile phone

Clear progression to Senior Associate

Job summary

Realm Recruit is assisting a Sheffield-based private wealth practice to hire a Private Client Solicitor with 1–8 years’ PQE. The role focuses on advising HNW/UHNW individuals and families on complex wealth matters, with an emphasis on long-term advisory relationships and growth within the team.

You’ll handle wills, trusts, tax mitigation, and cross-border planning, collaborating with accountants and IFAs. There is real progression potential toward Senior Associate and partnership for the right

Qualifications

• Private Client Solicitor with 1–8 years PQE.
• Strong experience advising HNW and/or UHNW individuals and families.
• Excellent drafting skills across wills, trusts and related documentation.
• Strong grounding in tax mitigation, estate administration and succession planning.
• Experience collaborating with accountants, IFAs and other professional advisers.

Responsibilities

• Advising HNW and UHNW individuals and families on complex private wealth matters.
• Handling sophisticated succession and estate planning.
• Advising on tax mitigation and wealth preservation.
• Drafting complex wills and trust structures.
• Managing high-value estate administration.
• Supporting internationally mobile clients with cross-border estate and tax issues.
• Working alongside accountants, IFAs and other advisers to provide coordinated advice.
• Collaborating with contentious probate specialists on strategic estate and beneficiary matters.
• Developing long-term relationships with clients and their families.
• Contributing to the continued growth of the firm’s private wealth offering.

Skills

HNW/UHNW experience

Wills & trusts drafting

Tax mitigation

Estate planning

Client relationship management

Education

STEP qualification

Job description

• Work exclusively with HNW and UHNW individuals and families on sophisticated private wealth matters
• Join a fast-growing private wealth offering with genuine scope to progress to Senior Associate and beyond
• 2 days working from home, 30 days’ holiday plus Christmas closure and exposure to some of the best work in the region

If you’ve built strong private client experience and want your next move to take you firmly into the HNW and UHNW private wealth space, this Sheffield role offers exactly that.

You’ll join an award-winning firm that is investing significantly in its private wealth offering, working closely with a highly regarded Partner to advise clients whose wealth, family structures and long-term objectives demand sophisticated and proactive advice.

Rather than high-volume or transactional work, the emphasis is on becoming a trusted adviser to individuals and families over the long term. You’ll handle complex succession, trusts, estates and tax planning, often collaborating with accountants, financial advisers and other specialists to provide joined-up advice.

The team is growing quickly, creating genuine scope to increase your responsibility and progress through Senior Associate with longer-term partnership potential.

Who we’re looking for

• Private Client Solicitor with approximately 1–8 years’ PQE
• Strong experience advising HNW and/or UHNW individuals and families
• Excellent drafting skills across wills, trusts and related documentation
• Strong grounding in tax mitigation, estate administration and succession planning
• Experience collaborating with accountants, IFAs and other professional advisers
• Commercial and proactive approach to client relationships
• Desire to develop a long-term career within a growing private wealth practice
• Offshore or cross-border experience (Desirable)
• STEP qualification or working towards STEP (Desirable)

What you’ll be doing

• Advising HNW and UHNW individuals and families on complex private wealth matters
• Handling sophisticated succession and estate planning
• Advising on tax mitigation and wealth preservation
• Drafting complex wills and trust structures
• Managing high-value estate administration
• Supporting internationally mobile clients with cross-border estate and tax issues
• Working alongside accountants, IFAs and other advisers to provide coordinated advice
• Collaborating with contentious probate specialists on strategic estate and beneficiary matters
• Developing long-term relationships with clients and their families
• Contributing to the continued growth of the firm’s private wealth offering

Salary & Benefits

• Firm-wide bonus scheme
• 2 days working from home
• Flexible working hours around client requirements
• 30 days’ holiday plus bank holidays
• Additional Christmas shutdown days
• Sheffield city-centre base with free parking
• Potential to work some days from Leeds
• Private medical insurance
• Electric car scheme
• Company-provided mobile phone
• Clear progression from Associate to Senior Associate
• Longer-term partnership potential
• Exposure to high-value and sophisticated HNW and UHNW private wealth work

Contact Bill Szajna-Hopgood

[e-mail]

03300 245 606

Bill specialises in private client and private wealth recruitment across Yorkshire and can give you a clear picture of how this opportunity compares with other HNW Private Client roles currently on the market.

While this advert sets out the criteria applicable to each salary band, the salary guidance given is purely indicative. The precise salary offered within that band will ultimately be determined by the hirer, taking into account the individual candidate’s experience, qualifications and overall suitability for the role.