Private Client Associate

• Private Client Associate role with exposure to HNW and UHNW work
• Hybrid working with genuine flexibility and strong progression support
• STEP qualification fully supported after 12 months

This is an opportunity to join a Private Client / Private Wealth team that’s in a genuine period of change and growth. You’ll be stepping into a team that values openness, collaboration and accountability, where everyone pulls in the same direction and issues are dealt with head-on, not brushed aside.

You’ll walk into a manageable caseload and work closely with senior colleagues on more complex, high-value matters, giving you variety, development and early responsibility. The work includes trusts, wills, LPAs and estate planning, with increasing exposure to HNW and UHNW clients as you progress.

The role offers autonomy, support, and the freedom to do your job properly, with leadership that actively listens, encourages ideas, and invests in long-term development.

Who we’re looking for

• Private Client Solicitor (NQ–3 PQE)
• Experience handling Private Client matters such as wills, trusts, LPAs and estates
• Self-aware and confident asking for support when needed
• Keen to work autonomously and take ownership of files
• Previous paralegal experience before qualification (Desired)
• STEP qualified or willing to work towards STEP (Desired)

What you’ll be doing

• Managing your own Private Client caseload appropriate to experience
• Supporting senior colleagues on complex and high-value matters
• Handling trusts, estate planning, wills and LPAs
• Building trusted client relationships over time
• Mentoring junior colleagues as the team grows
• Contributing ideas around innovation and improving how the team works
• Attending networking events and becoming visible within the firm

You’ll be encouraged to flag when support is needed, contribute ideas early, and grow into handling UHNW work as your confidence and experience develops.

Salary & Benefits

• Hybrid working with strong flexibility once settled
• Team-based office days rather than rigid attendance rules
• 33 days holiday including bank holidays
• Extra day off in your birthday month
• Option to buy up to 5 additional days holiday
• 3-day Christmas closure (taken from entitlement)
• STEP qualification fully funded after 12 months
• Private medical insurance
• Private dental insurance
• Life assurance (3× salary)
• Salary sacrifice pension (5% employee / 5.5% employer)
• Clear internal progression framework with a defined roadmap

Contact Rachael Conley

📩 rachael.conley@realmrecruit.com
📞 03300 245 606

Rachael specialises in Private Client and Private Wealth roles across the Midlands and can talk you through how this role compares if you’re looking for progression, flexibility and meaningful exposure to high-quality work.