At a Glance
- Tasks: Manage a varied private client caseload and build long-term client relationships.
- Company: Employee-owned firm with a supportive and collaborative culture.
- Benefits: Competitive salary, profit share, hybrid working, and private health insurance.
- Other info: Strong focus on employee wellbeing and career development.
- Why this job: Enjoy stability, flexibility, and clear progression in a growing team.
- Qualifications: Qualified Solicitor with 5+ years’ experience in private client work.
The predicted salary is between 50000 - 60000 £ per year.
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.
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
Private Client Senior Associate in Sandbach employer: Realm Recruit
As a Private Client Senior Associate at our Sandbach-based employee-owned firm, you will thrive in a genuinely supportive culture that prioritises collaboration and shared success. With a strong emphasis on employee wellbeing, flexible hybrid working, and clear long-term progression opportunities within our growing Trusts & Estates team, we offer a unique environment where you can build meaningful client relationships while enjoying a fulfilling career path.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Senior Associate in Sandbach
✨Tip Number 1
Network like a pro! Get out there and connect with people in the private client sector. Attend events, join relevant groups, and don’t be shy about reaching out on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Tip Number 2
Show off your personality! When you get to the interview stage, let your genuine self shine through. Employers want to see how you’ll fit into their supportive culture, so share your passion for client care and teamwork.
✨Tip Number 3
Prepare for those tricky questions! Think about how your experience aligns with the role’s requirements, especially around managing a varied caseload and building long-term client relationships. Practice your answers to showcase your skills confidently.
✨Tip Number 4
Don’t forget to follow up! After interviews, send a quick thank-you email to express your appreciation for the opportunity. It shows your enthusiasm and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Private Client Senior Associate in Sandbach
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in private client work. We want to see how your skills align with the role, so don’t be shy about showcasing your relevant achievements!
Showcase Your Client Care Skills:Since this role is all about building long-term relationships, let us know about your experience in client care. Share examples of how you've successfully managed client relationships and delivered high-quality service.
Be Organised and Detail-Oriented:We value strong organisational skills and attention to detail. In your application, mention specific instances where these skills have helped you manage a varied caseload effectively.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at Realm Recruit
✨Know Your Stuff
Make sure you brush up on your knowledge of trusts and estates law. Be ready to discuss your experience with wills, powers of attorney, and estate administration. This role is all about building strong client relationships, so be prepared to share examples of how you've successfully managed a varied caseload.
✨Showcase Your Client Care Skills
Since this position emphasises delivering a high-quality client experience, think of specific instances where you've gone above and beyond for clients. Highlight your communication skills and how you've built long-term relationships in your previous roles.
✨Emphasise Team Collaboration
This firm values a supportive culture, so be sure to express your collaborative spirit. Share examples of how you've worked effectively within a team, supported colleagues, or contributed to a positive work environment. They want to see that you're not just a lone wolf!
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, growth opportunities, and how they support employee wellbeing. This shows your genuine interest in the role and helps you assess if it's the right fit for you. Plus, it demonstrates that you’re proactive and engaged!
