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.