Private Client Senior Associate

• Annual profit share in an employee-owned firm where everyone benefits from success
• Hybrid working with up to two days from home and a genuinely supportive culture
• Clear long-term progression within a growing trusts & estates team

A lot of private client roles offer “good work” and “progression”. Far fewer offer the combination of stability, flexibility and long-term development that actually keeps people happy in the role for years.

This Sandbach-based opportunity sits within a growing Trusts & Estates team where the focus is very much on sustainable growth, strong client relationships and developing people properly over time. You’ll step into a varied caseload from day one, with the autonomy to manage your own matters while still feeling part of a collaborative and well-supported wider team.

The work itself is broad and relationship-led, covering wills, powers of attorney, estate administration, trusts and wider succession planning matters. There’s a strong emphasis on delivering a high-quality client experience rather than rushing through volume work, making it a particularly good fit for someone who enjoys the advisory side of private client law and building long-term relationships with clients.

As an employee-owned business, the culture feels noticeably more collective than many traditional firms. There’s less hierarchy, a stronger sense of shared success and a genuine willingness across the team to support each other. The department is continuing to grow steadily too, creating clear progression opportunities for someone who wants to develop their career long term rather than simply maintain a caseload.

The hybrid model is well embedded, flexibility is trusted rather than micromanaged, and the wider benefits package reflects a firm that takes employee wellbeing and retention seriously.

Who we’re looking for

• Qualified Solicitor with 5+ years’ PQE in private client work (E)
• Strong experience handling a varied trusts and estates caseload (E)
• Experience advising on wills, LPAs and estate administration (E)
• Strong client care and communication skills (E)
• Highly organised with strong attention to detail (E)
• Collaborative and approachable team player (E)
• Strong IT and administrative skills (E)
• Experience dealing with trusts and Deeds of Variation (D)

What you’ll be doing

• Managing a varied private client caseload independently
• Advising clients on wills, powers of attorney, trusts and estate administration
• Drafting and reviewing wills, trusts and Deeds of Variation
• Building and maintaining long-term client relationships
• Working collaboratively with colleagues across the wider team
• Supporting the continued growth and development of the department
• Getting involved in networking and business development activity where appropriate

Salary & Benefits

• Competitive salary with annual salary reviews
• Annual tax-free employee ownership profit share
• Hybrid working with up to 2 days from home
• Clear progression framework with mentoring and development support
• Private health insurance
• Medicash health cash plan and digital GP access
• Enhanced parental pay
• Financial wellbeing and pension support
• Social events and company celebrations
• Supportive, collaborative employee-owned culture
• Growing team with strong long-term career prospects

Contact Kelly Reid
📩 kelly.reid@realmrecruit.com
📞 03300 245 606

Kelly specialises in private client recruitment across the North West and can give you a clear picture of how this opportunity compares to others currently on the market.