Junior wealth Advisor

JR United Kingdom; Birmingham; Hybrid; GBP 68,000 - 80,000; Full time

Job summary

A boutique financial services firm in Brighton is seeking an experienced Private Client Adviser. This role offers the chance to provide expert estate planning advice to high-net-worth clients in a hybrid working environment, with a competitive salary up to £80,000 and ample career progression opportunities.

Benefits

Performance-related bonus

Flexible working hours

Collaborative office culture

Qualifications

• STEP qualified with experience in complex private client matters.
• Proficient in UK tax and inheritance law.
• Demonstrated ability to build long-term client relationships.

Responsibilities

• Provide expert advice on estate planning and trusts.
• Engage with high-net-worth clients and families.
• Collaborate with paraplanning support to ensure client satisfaction.

Skills

Estate Planning

UK Tax

Fiduciary Duties

Interpersonal Skills

Relationship Building

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]