Junior wealth Advisor

JR United Kingdom; Wolverhampton; Hybrid; GBP 65,000 - 80,000; Full time

Job summary

A boutique financial services firm seeks a STEP-qualified Private Client Adviser in Brighton, UK. This role involves advising high-net-worth clients on estate planning and fiduciary matters, while offering a competitive salary and a hybrid working environment. Candidates should demonstrate a commitment to delivering ethical and independent advice, and possess strong relationship-building skills.

Qualifications

• Full STEP member with experience in advising on complex private client matters.
• Confident and professional, with strong communication skills.
• Ability to work independently and as part of a team.

Responsibilities

• Providing expert advice on estate planning, trusts, and wealth preservation.
• Engaging with high-net-worth individuals and families.
• Building long-term, trust-based relationships.

Skills

Client relationships

Financial advising

Estate planning

Inheritance law

UK tax compliance

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]