Junior wealth Advisor

JR United Kingdom; Bath; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A boutique financial services firm in Brighton is seeking a STEP-qualified Private Client Adviser to provide expert advice to high-net-worth individuals and families. This role offers a competitive salary, performance-related bonus, and hybrid working to balance client engagement and office collaboration.

Qualifications

• Full STEP member with experience in advising on private client matters.
• Confident and highly professional with a passion for ethical advice.
• Experience working with high-net-worth clients.

Responsibilities

• Deliver expert advice on estate planning, trusts, and wealth preservation.
• Build long-term relationships with clients based on trust and ethics.
• Collaborate within a supportive office culture.

Skills

Advising on estate planning

Trusts management

Wealth preservation

UK tax knowledge

Inheritance law

Fiduciary duties

Building relationships

Education

STEP qualification

Job description

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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 [emailprotected]