Private Wealth Associate
Hot Job
- Private Wealth Associate role working exclusively with HNW and UHNW clients
- Rare opportunity to join a fast-growing private wealth offering with long-term client relationships
- Top-of-market salary, flexible working and exposure to some of the best work in the region
This is a standout opportunity for a Private Wealth Associate (or Senior Associate) to join an award-winning, forward-thinking law firm in Sheffield, supporting a rapidly growing private wealth offering focused entirely on high-net-worth and ultra-high-net-worth clients.
You’ll work closely with a highly regarded Partner who has progressed quickly within the firm and now leads this private wealth sub-team. The work is sophisticated, varied and relationship-driven, involving clients with evolving, complex needs who value proactive advice and continuity.
Who we’re looking for
- 1–8 years’ PQE in private client / private wealth work
- Strong experience advising HNW / UHNW individuals and families
- Excellent drafting skills across wills, trusts and related documentation
- Solid grounding in tax mitigation, estate administration and succession planning
- Experience working collaboratively with accountants, IFAs and other advisers
- Commercial, client-focused and keen to grow with the role
- Exposure to offshore or cross-border matters (Desired)
- STEP qualification or working towards STEP (Desired)
What you’ll be doing
- Advising HNW and UHNW clients on complex private wealth matters
- Handling succession planning, estate administration and tax mitigation work
- Drafting sophisticated wills and trust structures
- Supporting internationally mobile clients with cross-border estate and tax exposure issues
- Working closely with financial professionals to deliver joined-up solutions
- Advising alongside the contentious probate team on strategic estate and beneficiary issues
- Building long-term client relationships rather than one-off transactions
- Helping shape and grow a modern private wealth offering within the firm
Salary & Benefits
- Top-of-market salary
- Firm-wide bonus scheme
- 30 days’ holiday plus bank holidays and Christmas shutdown days
- Flexible working: typically 2 days remote, with flexible hours to suit client needs
- 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 → Senior Associate, with longer-term partnership potential
- Exposure to some of the highest-value private wealth work in the region
Contact Bill Szajna-Hopgood
📩 bill.szajnahopgood@realmrecruit.com
📞 03300 245 606
Bill specialises in senior private client and private wealth roles across Yorkshire and can give you a clear view on how this opportunity compares, particularly if you’re looking to step into UHNW work, long-term client relationships, and a genuinely modern private wealth practice.
Key details
Salary
£55,000 - £75,000
Location
- South Yorkshire
Role type
- Hybrid working
Contract type
- Permanent
Practice area
Private Client
Job ref
V-40598
Specialist for Private Client, Court of Protection and Contentious Probate lawyers in Yorkshire.
Ready? Apply for this role now
Not sure if this role is right for you?
Are you unsure whether this job is the right fit for you, and looking for more guidance on similar roles that could suit you better? Feel free to talk to our dedicated consultant, Bill Szajna-Hopgood, with a no-obligation call at a time that's convenient to you.
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