Junior wealth Advisor

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

Job summary

A boutique financial services firm in Brighton is seeking a STEP-qualified Private Client Adviser to provide expert estate planning and wealth preservation advice to high-net-worth clients. This role offers a competitive salary, hybrid working, and the opportunity to make a significant impact in a respected firm.

Benefits

Performance-related bonus structure

Full paraplanning support

Collaborative office culture

Qualifications

• Full STEP member with experience in complex private client matters.
• Demonstrable experience in UK tax and inheritance law.
• Ability to build trusted relationships with clients.

Responsibilities

• Advise high-net-worth clients on estate planning and wealth preservation.
• Provide expert advice on trusts and fiduciary duties.
• Collaborate with clients to create tailored financial strategies.

Skills

Estate Planning

UK Tax

Inheritance Law

Fiduciary Duties

Client Relationship Management

Education

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]