Junior wealth Advisor

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

Job summary

A boutique financial services firm in Brighton is seeking a STEP-qualified Private Client Adviser to provide expert advice on estate planning and wealth preservation for high-net-worth clients. This role offers a competitive salary and the opportunity for career progression within a collaborative, hybrid working environment.

Benefits

Performance-related bonus structure

Full paraplanning support

Hybrid working pattern

Collaborative office culture

Qualifications

• Experienced in advising on complex private client matters.
• Full STEP member.
• Confident and professional in client interactions.

Responsibilities

• Deliver expert advice on estate planning, trusts, and wealth preservation.
• Engage with high-net-worth clients for tailored financial solutions.
• Provide paraplanning support to enhance client interactions.

Skills

Client relationship management

Estate planning

Tax advisory

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]