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⏰ Permanent

Private Client Associate

REALM RECRUIT
Location 📍 Birmingham, United Kingdom
Posted 📅 June 04, 2026
Work Type ⏰ Permanent

Position Overview

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  • Private Client Associate role with exposure to HNW and UHNW work

  • Hybrid working with genuine flexibility and strong progression support

  • STEP qualification fully supported after 12 months
  • This is an opportunity to join a Private Client / Private Wealth team that’s in a genuine period of change and growth. You’ll be stepping into a team that values openness, collaboration and accountability, where everyone pulls in the same direction and issues are dealt with head-on, not brushed aside.


    You’ll walk into a manageable caseload and work closely with senior colleagues on more complex, high-value matters, giving you variety, development and early responsibility. The work includes trusts, wills, LPAs and estate planning, with increasing exposure to HNW and UHNW clients as you progress.


    The role offers autonomy, support, and the freedom to do your job properly, with leadership that actively listens, encourages ideas, and invests ...

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    Job Details

    Employment Type
    Permanent
    📊
    Category
    Information and Record Clerks
    🏠
    Work Arrangement
    On-site
    📍
    Location
    Birmingham, United Kingdom