Junior wealth Advisor

JR United Kingdom; Coventry; Hybrid; GBP 70,000 - 80,000; Full time

Job summary

A boutique financial services firm is seeking a STEP-qualified Private Client Adviser in Brighton. The role focuses on advising high-net-worth clients about estate planning and wealth management. With access to a loyal client base and the opportunity for career progression, this position offers a collaborative hybrid working environment and a competitive salary.

Benefits

Performance-related bonus structure

Full paraplanning support

Hybrid working pattern

Collaborative office culture

Qualifications

• Demonstrable experience in advising high-net-worth clients.
• Expertise in UK tax and fiduciary duties.
• Strong communication and interpersonal skills.

Responsibilities

• Deliver expert advice on estate planning and trusts.
• Build long-term relationships with clients.
• Provide high-quality client engagement and strategic advice.

Skills

Emotional Intelligence

Client Relationship Management

Tax Advisory

Inheritance Law Knowledge

Education

Full STEP Membership

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]