Junior wealth Advisor

JR United Kingdom; Portsmouth; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading boutique financial services firm in Brighton seeks an experienced Private Client Adviser. This role involves advising high-net-worth individuals on estate planning and wealth preservation, where you’ll enjoy a competitive salary, bonuses, and flexible hybrid working arrangements. If you're a STEP member ready to make an impactful contribution, we encourage you to apply.

Benefits

Competitive salary

Performance-related bonus

Hybrid working pattern

Qualifications

• Full STEP member with experience in advising on complex private client matters.
• Experience with UK tax, inheritance law, and trusts.
• Confident and professional with a client-centric focus.

Responsibilities

• Deliver advice on estate planning, trusts, and wealth preservation.
• Engage with high-net-worth clients and build long-term relationships.
• Provide high-quality strategic advice supported by paraplanning.

Skills

Client Relationship Management

Estate Planning

Tax Advisory

Fiduciary Duties

Education

STEP qualification

Job description

Social network you want to login/join with:

col-narrow-left

Client:

Financial Divisions

Location:

portsmouth, hampshire, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Views:

2

Posted:

04.06.2025

Expiry Date:

19.07.2025

col-wide

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]