Junior wealth Advisor

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

Job summary

A leading financial services firm seeks a STEP-qualified Private Client Adviser in Brighton. You will work with high-net-worth clients, focusing on estate planning, trusts, and wealth preservation strategies. The role offers flexibility with a hybrid working pattern, performance-related bonuses, and significant career progression opportunities.

Benefits

Performance-related bonus structure

Full paraplanning support

Flexible hybrid working pattern

Collaborative and supportive office culture

Career progression opportunities

Qualifications

• Must be a full STEP member with relevant experience.
• Experience in UK tax, inheritance law, and fiduciary duties essential.
• Highly professional with strong relationship-building abilities.

Responsibilities

• Provide expert advice on estate planning and trusts.
• Engage with high-net-worth clients and families.
• Deliver strategic advice and maintain client relationships.

Skills

Advising on private client matters

UK tax knowledge

Inheritance law expertise

Fiduciary duties knowledge

Client 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]