Junior wealth Advisor

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

Job summary

A boutique financial services firm in Brighton seeks a STEP-qualified Private Client Adviser. This role focuses on providing expert advice to high-net-worth clients, requiring significant experience in estate planning, UK tax, and fiduciary duties. The firm offers a competitive salary up to £80,000 with a hybrid working pattern.

Benefits

Performance-related bonus structure

Full paraplanning support

Flexible hybrid working pattern

Collaborative office culture

Career progression opportunities

Qualifications

• Demonstrable experience in advising on complex private client matters.
• Full STEP member status required.
• Passionate about building long-term relationships.

Responsibilities

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

Skills

Client engagement

Estate planning

Trusts advisory

UK tax knowledge

Fiduciary duties

Education

STEP qualification

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]