Junior wealth Advisor

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

Job summary

A boutique financial services firm is seeking a Junior Wealth Advisor in Warrington to provide expert advice to high-net-worth clients. The position requires STEP qualifications and experience in private client matters, offering a competitive salary and a flexible working pattern within a collaborative culture.

Benefits

Performance-related bonus structure

Full paraplanning support

Career progression opportunities

Collaborative office culture

Qualifications

• Experienced in advising on complex private client matters.
• Demonstrable experience in UK tax and inheritance law.
• Confident and professional with strong relationship-building skills.

Responsibilities

• Deliver expert advice to high-net-worth individuals and families.
• Provide full paraplanning support for strategic advice and client engagement.
• Build trusted, long-term relationships based on ethical advice.

Skills

Advising on estate planning

UK tax knowledge

Intergenerational wealth preservation

Education

STEP qualified

Job description

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Junior wealth Advisor, Warrington, Cheshire

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Client:

Financial Divisions

Location:

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

1

Posted:

04.06.2025

Expiry Date:

19.07.2025

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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]