Senior Private Client Solicitor

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

Benefits offered by this job

Hybrid working

2 days from home per week

Employee-owned firm

Study leave for exams

Progress toward Partnership

Job summary

Realm Recruit in Cheltenham is seeking a Senior Private Client Solicitor to manage a varied caseload of high-value Private Wealth matters, including trusts and private client tax work. You’ll work with senior Partners and tax specialists in a supportive, employee-owned firm.

The role emphasises professional development with potential to progress toward Partnership. You’ll benefit from hybrid working, generous development plans, and a culture focused on client service and collaboration.

Qualifications

• Qualified Solicitor with substantial Private Client experience.
• Strong practical experience of trusts and private client tax matters.
• Understanding of inheritance tax, lifetime gifting and estate planning.
• Experience advising high-net-worth clients.
• STEP or CTA qualification, or willingness to work towards one.

Responsibilities

• Manage a varied caseload of high-value Private Wealth matters.
• Advise on trusts, inheritance tax and estate planning.
• Support lifetime gifting and succession planning strategies.
• Consider CGT and income tax implications.
• Mentor junior colleagues and contribute to the firm’s culture.

Skills

Private Client experience

Trusts and private client tax

High-net-worth client experience

Technical ability

Client communication

Collaborative approach

Mentoring juniors

Ambition for partnership

Education

STEP or CTA qualification

5+ years PQE

Experience in Private Client practice

Job description

• Join a Legal 500 Tier 1 Private Client team handling complex, high-value Private Wealth work
• Enjoy hybrid and agile working, with genuine flexibility and manageable team-based targets
• Shape your own career, with tailored development and opportunities to progress towards Partnership

Are you an experienced Private Client Solicitor with strong trusts and tax expertise, looking for challenging work without the pressures of a traditional corporate law firm? This established, employee-owned boutique law firm is seeking a Senior Private Client Solicitorto to join its team in Cheltenham. You'll advise high-net-worth clients on sophisticated Private Wealth matters, working alongside experienced Partners and dedicated tax and trust specialists. What makes this opportunity stand out is the freedom to develop your career in a way that suits you. Whether you want to become a recognised technical specialist, focus on delivering exceptional client service or progress towards Partnership, the firm will support your individual ambitions. The department combines high-quality, complex work with genuinely manageable expectations. Targets are shared across the team, business development requirements are modest, and Partners work closely alongside fee earners. As an employee-owned firm with strong staff retention, it places real importance on maintaining a supportive, non-hierarchical culture where people are encouraged to develop without unnecessary pressure.

Who we’re looking for

• Qualified Solicitor with substantial Private Client experience (E)
• Strong practical 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 technical ability and problem-solving skills (E)
• Ability to consider wider tax and succession planning implications (E)Excellent client care and communication 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

• Managing a varied caseload of high-value Private Wealth matters
• Advising on trusts, inheritance tax and estate planning
• Supporting lifetime gifting and succession planning strategies
• Considering CGT and income tax implications
• Working alongside dedicated tax and trust specialists
• Building lasting relationships with high-net-worth clients
• Delivering exceptional client service
• Contributing to shared departmental targets
• Developing your technical expertise and areas of specialism
• Mentoring junior colleagues where appropriate
• Supporting the 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
• 28 days' annual leave plus bank holidays, with entitlement increasing 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 promotion timescales or caps on senior positions
• Potential to progress towards Partnership, depending on performance and individual ambitions
• Support for STEP and CTA qualifications
• Study leave for exams and professional development
• Opportunity to develop a technical specialism
• Strong staff retention and collaborative culture

This is an excellent opportunity for a Senior Private Client Solicitor seeking technically challenging work, genuine flexibility and a career path shaped around their individual ambitions. If you're looking to develop your expertise within a highly regarded team that values both professional excellence and work-life balance, we'd love to hear from you. 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.