Financial Advisor

Financial Divisions; England; On-site; GBP 68,000 - 80,000; Full time

Job summary

A leading boutique financial services firm in Brighton seeks an experienced Private Client Adviser to work with high-net-worth clients. The role emphasizes ethical advice on estate planning and complex private client matters, ensuring a collaborative office culture and career progression opportunities. Candidates must be full STEP members committed to client-centric service.

Benefits

Performance-related bonus structure

Flexible hybrid working pattern

Collaborative office culture

Access to established client base

Qualifications

• Full STEP member with experience in advising on complex private client matters.
• Confidence in building long-term client relationships.
• Passionate about ethical and independent advice.

Responsibilities

• Deliver expert advice on estate planning, trusts, and wealth preservation.
• Engage with high-net-worth and ultra-high-net-worth clients.
• Provide strategic advice with paraplanning support.

Skills

Estate planning

Trusts

UK tax

Inheritance law

Fiduciary duties

Education

STEP qualification

Job description

Private Client Adviser – STEP Practitioner

Location: Brighton

Salary: Up to £80,000 DOE

My client, a boutique financial services firm based in Brighton, is seeking an experienced and STEP-qualified Private Client Adviser to join their expanding team. This is a rare opportunity to work directly with high-net-worth and ultra-high-net-worth individuals, families, and business owners, delivering expert advice on estate planning, trusts, and intergenerational wealth preservation.

The ideal candidate will be a full STEP member (STEP) with demonstrable experience in advising on complex private client matters, including UK tax, inheritance law, and fiduciary duties. You will be confident, highly professional, and passionate about building trusted, long-term relationships based on ethical and independent advice.

In return, my client offers a competitive salary of up to £80,000 depending on experience, along with a performance-related bonus structure. The firm provides full paraplanning support to ensure you can focus on high-quality client engagement and strategic advice. You’ll also benefit from a hybrid working pattern that offers flexibility alongside a collaborative and supportive office culture.

This role provides access to an established and loyal client base, a strong internal referral network, and excellent opportunities for career progression within a respected and growing business.

If you are a STEP practitioner ready to make a meaningful impact in a high-calibre, client-centric environment, we’d love to hear from you.

To apply in confidence or for more information, please send your CV to [e-mail]