Private Client Principal Associate Solicitor
New Yesterday
- Lead on complex private client matters in a progressive Midlands firm
- Clear path to Legal Director and Partnership as part of succession planning
- Shape your caseload to match your interests across wills, trusts and tax planning
You’ll join the Wealth Preservation team of a well-established private client department at a respected regional firm with deep roots in the Midlands. The firm is serious about investing in its people, this is a succession planning hire with a clear route to Partner for the right individual.
From day one, you’ll manage a diverse caseload of wills (including business and agricultural), lifetime trusts, inheritance tax and capital gains planning, and LPAs. You’ll be given plenty of autonomy to make the role your own, with the option to continue working across all areas or niche down into what you enjoy most.
As a Principal Associate, you’ll also support the development of junior lawyers and get involved in business development through networking and supporting the firm’s long-established will bank.
Who we’re looking for
- 7+ years’ PQE as a qualified solicitor
- Strong background in core private client work, including HNW and complex matters
- Experience mentoring or supervising junior lawyers
- Solid technical knowledge of inheritance and capital gains tax laws
- Confident advising on pilot trusts related to life policies and pensions
- STEP qualified
- Experience or appetite for business development
- Ambitious, credible and confident, with a desire to uphold and grow the firm’s local reputation
- Managing a varied pre-death private client caseload
- Advising clients on wills, trusts, inheritance tax, capital gains and LPAs
- Supporting and mentoring junior team members
- Attending networking events and playing a role in business development
- Supporting the firm’s will bank and helping to drive further growth
- Contributing to the firm’s succession plan by growing into a senior leadership role
- Competitive regional salary, flexible depending on experience and expectations
- Join a genuinely collaborative, high-calibre team
- 40% office time post-probation (plus F2F client meetings as needed)
- Work under the Wealth Preservation arm of the wider private client team
- Principal Associate to Legal Director and Partner progression route
- Investment into personal and career development
- Clear opportunity to take on more senior responsibilities as Partners begin to retire
- Trusted to shape your role and workload around your strengths and interests
Contact Rachael Conley
Call 03300 245 606 or emailrachael.conley@realmrecruit.comto learn more or apply confidentially. #J-18808-Ljbffr
- Location:
- Dudley, England, United Kingdom
- Salary:
- £100,000 - £125,000
- Job Type:
- FullTime
- Category:
- Legal
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