Junior wealth Advisor

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

Job summary

Une entreprise de services financiers basée à Brighton recherche un conseiller privé STEP expérimenté pour rejoindre son équipe en pleine expansion. Ce poste offre une opportunité unique d'interagir avec des clients fortunés, en fournissant des conseils d'experts sur des questions complexes telles que la planification successorale et la préservation de la richesse intergénérationnelle. En offrant un salaire compétitif et une structure de bonus, ainsi qu'un modèle de travail hybride, cette entreprise valorise l'engagement des employés et leur développement professionnel.

Benefits

Performance-related bonus structure

Full paraplanning support

Flexible hybrid working pattern

Collaborative office culture

Career progression opportunities

Qualifications

• Expérience avérée en conseil sur des affaires privées complexes.
• Connaissances en droit fiscal britannique et en succession.
• Capacité à établir des relations de confiance à long terme.

Responsibilities

• Offrir des conseils professionnels sur la planification successorale et les trusts.
• Travailler avec des clients à valeur nette élevée pour des solutions personnalisées.
• Soutenir une culture de bureau collaborative en fournissant un service de qualité.

Skills

Advising on complex private client matters

Relationship building

Estate planning

Trusts

Intergenerational wealth preservation

Education

Full 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]