Junior wealth Advisor

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

Job summary

Une entreprise de services financiers recherche un Conseiller Client Privé expérimenté. Vous travaillerez avec des clients à haute valeur nette pour fournir des conseils sur la planification successorale. En tant que membre STEP, vous aurez accès à un réseau solide et à des opportunités de progression, tout en bénéficiant d'une culture de bureau collaborative.

Benefits

Structure de bonus liée à la performance

Soutien complet en paraplanning

Culture de bureau collaborative

Qualifications

• Expérience avérée en conseil de clients privés complexes.
• Confiance et professionnalisme dans les relations clients.
• Passion pour des conseils éthiques et indépendants.

Responsibilities

• Fournir des conseils sur la planification successorale et la préservation de la richesse intergénérationnelle.
• Gérer un portefeuille de clients à haute valeur nette.
• Collaborer avec l'équipe pour un soutien complet en paraplanning.

Skills

Conseil en planification successorale

Connaissance de la loi sur les successions

Relations clients

Education

Membre du 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]