Private Wealth Associate

REALM RECRUIT South Yorkshire, England Posted Jan 29, 2026

Full Time
Remote
Senior

Job description

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  • 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.

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