Junior wealth Advisor

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

Job summary

A boutique financial services firm in Brighton is seeking an experienced Private Client Adviser. This role involves advising high-net-worth clients on estate planning, trusts, and related matters. The ideal candidate holds full STEP qualification and has a strong background in UK tax and inheritance law. Offering a competitive salary of up to £80,000 and a hybrid working pattern, the firm emphasizes a supportive culture and career progression.

Benefits

Hybrid working pattern

Performance-related bonus structure

Full paraplanning support

Qualifications

• Experience in advising high-net-worth clients.
• Demonstrable knowledge of estate planning and fiduciary duties.
• Confident and highly professional demeanor.

Responsibilities

• Deliver expert advice on estate planning and trusts.
• Engage with clients to provide high-quality strategic advice.
• Maintain long-term client relationships.

Skills

Advising on complex private client matters

Building trusted, long-term relationships

Knowledge of UK tax and inheritance law

Education

Full STEP membership

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.

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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 [e-mail]

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Created on 04/06/2025 by JR United Kingdom