Private Client Legal Executive

Job Title: Private Client Legal Executive
Contract Type: Permanent
Location: Sheffield
Salary: £35,000
REF: 1459
Contact Name: Realm Recruit
Contact Email:

A market-leading national law firm is looking for a Private Client Legal Executive to join them at their office in Sheffield.  

As part of the firm’s Legal-500 recognised Private Wealth Team, you’ll have the opportunity to work within the existing Estate Planning team to advise a multitude of clients, including high net worth individuals and families, on the legal and tax aspects of estate and succession and tax planning. 

The firm have an excellent flexible working policy and offer a very competitive package of perks and benefits. This is an excellent opportunity for a private client Legal Executive ready to take their next step. 

Private Client Legal Executive - Sheffield 

The company & role  

  • A national firm with a longstanding commitment to personal legal services and a market leader in a number of private client-facing practice areas 

  • Working alongside leading solicitors, you’ll have a varied caseload advising on and preparing complex wills, lifetime trusts, deeds of variation and lasting powers of attorneys 

  • Commutable from: Sheffield, Derby, Nottingham, Leeds, Rotherham 

Added extras and benefits  

  • Excellent benefits including annual bonus scheme, pension scheme, travel season ticket loan, health cash plan, discounted gym membership and volunteering days, to name just a few! 

  • Flexible working 

  • 25 days annual leave, with the opportunity to buy additional leave 

  • Car parking subject to availability 

  • Full support from the team nationally 

  • Westfield Health membership, offering discounted leisure and travel and refunds on medical services 

The ideal candidate 

  • A Private Client Legal Executive with 1-3 years’ experience  

  • You’ll be experienced in advising on lifetime IHT planning and on the taxation of trusts; 

  • You'll be experienced in elderly client work including care fee planning, contracts & assessments as well as knowledge of the roles and responsibilities associated with being both an attorney and a deputy. 

  • You should also be familiar with estate administration 

  • You’ll be able to demonstrate strong financial disciplines and the ability to work collaboratively with other teams and external professionals; and 

  • You’ll have an aptitude for business development and a passion for growing strong client and referrer relationships. 

How to apply for this Private Client Legal Executive role 

If this sounds like the job for you, you can apply via this website by clicking ‘Apply’ above. Alternatively, to learn more about this opportunity or to register your interest, contact Kelly on 03300 245 606 or email 

Kelly is a Principal Consultant here at Realm and works exclusively within private client and court of protection recruitment. She works with law firms of all sizes from private client boutiques to multi-service national firms. Kelly’s in-depth market knowledge and contacts enable her to match private client solicitors with the right firms and roles for them. 

Know someone else who might be suitable?  

If so, get in touch – if we find your referral a job, we’ll reward you with up to £500 in vouchers of your choice. Find out more here 

Please note: any references to salary and/or experience in our adverts are intended as a guide only. 

Realm is committed to supporting disabled applicants throughout the recruitment process. Applicants are invited to contact Realm to identify any additional support they might require to enable them to make an application. 

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