Junior wealth Advisor

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

Job summary

A boutique financial services firm in Brighton is looking for a STEP-qualified Private Client Adviser to deliver expert advice on estate planning and trusts, working with high-net-worth clients. This hybrid role promises advancement opportunities in a supportive environment, emphasizing flexibility and strong internal networking.

Benefits

Performance-related bonus structure

Full paraplanning support

Flexibility in working pattern

Collaborative office culture

Qualifications

• Full STEP member with experience in complex private client matters.
• Demonstrable UK tax and inheritance law expertise required.
• Confident, professional, with a passion for ethical advice.

Responsibilities

• Provide expert advice on estate planning and trusts.
• Engage with high-net-worth clients and families.
• Build long-term relationships based on independent advice.

Skills

Client Relationship Building

Estate Planning

Trusts Advisory

UK Tax Knowledge

Inheritance Law Expertise

Education

STEP Qualification

Job description

Social network you want to login/join with:

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]