Financial Planner – High Wycombe
£70,000 + Bonus | All Leads Provided | High-Net-Worth Client Base
Are you an experienced and client-focused Financial Planner looking to elevate your career? We are seeking a highly professional adviser to join our respected wealth management team based in High Wycombe. This is an exceptional opportunity to work exclusively with high-net-worth clients, with all leads provided—no cold calling or self-generation required.
About the Role
As a Financial Planner, you will provide tailored, strategic advice across investments, pensions, retirement planning, estate planning, and wealth preservation. You will be joining a well-established firm with a strong reputation for delivering first-class client service.
What We Offer
£70,000 base salary + performance bonus
High-quality, pre-qualified HNW leads supplied
Strong administrative and paraplanning support
A collaborative, professional environment focused on long-term client relationships
Ongoing training, development, and career progression
Key Responsibilities
Deliver holistic financial advice to a portfolio of affluent and high-net-worth individuals
Build strong, trust-based relationships and provide exceptional ongoing service
Develop personalised financial plans aligned with clients’ long-term goals
Work closely with internal support teams to ensure smooth client journeys
About You
Level 4 Diploma in Financial Planning (or equivalent) – Chartered status desirable
Proven experience advising HNW clients
Strong communication, professionalism, and client-relationship skills
Highly ethical and committed to delivering outstanding advice
If you're looking for a role with high-quality clients, guaranteed leads, and excellent earning potential, we would love to hear from you.
Financial Planner - High Wycombe • High Wycombe, GB
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