Junior wealth Advisor

JR United Kingdom; Cardiff; Hybrid; GBP 65,000 - 80,000; Full time

Job summary

Une entreprise de services financiers de premier plan recherche un Conseiller Privé STEP qualifié. Ce poste clé offre une rémunération compétitive et des opportunités de progression, en travaillant avec une clientèle prestigieuse dans un environnement professionnel éthique. Vous bénéficierez d'un soutien complet en matière de paraplanning et d'un modèle de travail hybride flexible.

Benefits

Rémunération compétitive

Structure de bonus liée à la performance

Soutien complet en paraplanning

Environnement de travail collaboratif

Flexibilité de travail hybride

Qualifications

• Expérience avérée dans le conseil sur des questions clients privés complexes.
• Connaissance de la fiscalité britannique et du droit des successions.
• Capacité à établir des relations de confiance avec des clients prestigieux.

Responsibilities

• Fournir des conseils d'experts sur la planification successorale et la préservation de la richesse.
• Gérer un portefeuille de clients fortunés et assurer un engagement de haute qualité.

Skills

Conseil privé

Planification successorale

Relations clients

Education

Membre complet de STEP

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]