Private Wealth Associate - Woking

Woking, Surrey | Full time | Permanent | Hybrid

RecQuest is recruiting a Private Wealth Associate for a Top 100 firm with a substantial private wealth practice.

Private wealth at this level is different work from high street private client. The estates are larger, the structures more complex, and the advice genuinely strategic. If you have built solid private client foundations and want to move into that territory, this is the route.

Surrey is one of the strongest private wealth markets outside London, with a concentration of business owners, landowners and multi generational family wealth that produces consistently substantial work.

The role

• Estate and succession planning for high net worth individuals and families

• Trust creation, restructuring and ongoing administration

• Complex will drafting with inheritance tax planning

• Probate and administration of substantial estates

• Advising business owners and landowners on wealth transfer

• Working alongside financial advisers and accountants on integrated planning

About you

• Qualified Solicitor with private client or private wealth experience

• Strong technical grounding in wills, trusts and estate planning

• STEP qualified or working towards it

• Comfortable holding relationships with sophisticated clients

Why this is worth a conversation

A Top 100 private wealth practice with high quality work and a defined progression path, at a firm where the workload expectations are set deliberately to protect balance. The firm operates from several offices across Surrey, the South Coast and London, so there is scope to discuss which base suits you.

Every enquiry is confidential. Apply through RecQuest or email info@recquest.co.uk.