Junior wealth Advisor

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

Job summary

A boutique financial services firm in Brighton is looking for an experienced STEP-qualified Private Client Adviser. This role involves delivering expert advice on complex private client matters to high-net-worth clients. With generous salary and performance-related bonuses, the firm supports a hybrid working model and offers excellent career progression.

Benefits

Performance-related bonus structure

Full paraplanning support

Flexible working pattern

Collaborative office culture

Qualifications

• Experience in advising on complex private client matters.
• Full STEP member with relevance to estate planning.
• Ability to provide ethical and independent advice.

Responsibilities

• Deliver expert advice on estate planning, trusts, and wealth preservation.
• Engage with high-net-worth individuals and families.
• Focus on high-quality client engagement.

Skills

Advising on complex private client matters

UK tax

Inheritance law

Fiduciary duties

Building trusted relationships

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]