Private Client Principal Associate

3 weeks ago

West Midlands, United Kingdom REALM RECRUIT Full time
Unlock Your Potential as a Private Client Principal Associate

Are you a driven and ambitious professional looking to take your career to the next level? Do you have a passion for private client work and a desire to lead by example? We have an exciting opportunity for a Senior-level professional to join our client's client-wealth preservation team as a Private Client Principal Associate.

About the Role
  • Lead the client-wealth preservation team and provide guidance to junior colleagues
  • Handle complex and high-net-worth (HNW) cases, including wills, lifetime trusts, inheritance and capital gains tax, LPAs, and EPAs
  • Develop and implement strategies to preserve client wealth and advance in a dynamic environment
About Our Client

Our client is a long-standing and reputable firm recognized for its commitment to preserving wealth and its forward-thinking approach. With a strong emphasis on staff development and exceptional flexibility, they offer a unique opportunity for professionals to grow and thrive.

What We Offer
  • A competitive salary and attractive benefits package
  • Opportunities for progression to partnership within a few years
  • A supportive culture with a strong emphasis on staff development and well-being
How to Apply

If you're a motivated and ambitious professional looking to take your career to new heights, we encourage you to apply for this exciting opportunity. Please submit your application via our website or contact Jen Crowther at Realm Recruit to learn more about this opportunity or to register your interest.

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