Junior wealth Advisor

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

Job summary

A boutique financial services firm based in Brighton seeks a Junior Wealth Advisor to join their team. This role offers the opportunity to advise high-net-worth clients on estate planning and wealth preservation. Candidates should have a STEP qualification and experience in private client matters, along with a passion for building client relationships. Competitive salary with performance-related bonuses and a hybrid working model are offered.

Benefits

Performance-related bonus structure

Full paraplanning support

Hybrid working pattern

Collaborative office culture

Career progression opportunities

Qualifications

• Full STEP membership required.
• Experience advising high-net-worth clients on complex matters.
• Strong understanding of UK tax and inheritance law.

Responsibilities

• Advise on estate planning, trusts, and wealth preservation.
• Build long-term relationships with clients.
• Provide strategic advice and client engagement.

Skills

Client Advising

Wealth Management

Estate Planning

Intergenerational Wealth Preservation

Education

STEP Qualification

Job description

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Junior wealth Advisor, crawley, west sussex

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Client:

Financial Divisions

Location:

crawley, west sussex, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

1

Posted:

04.06.2025

Expiry Date:

19.07.2025

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Job Description:

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]