We are recruiting on behalf of a highly regarded and long-established financial planning firm based in High Wycombe. The business has built a strong reputation for delivering comprehensive, personalised advice to a loyal portfolio of high-net-worth clients. With a well-developed and actively engaged client bank already in place, they are seeking an experienced Financial Planner to join their team and continue providing the exceptional service their clients expect.
As part of their continued growth strategy, the firm is looking to expand its successful advisory team by appointing an additional consultant who can take on ongoing client relationships as well as handle new enquiries. This role is ideally suited to someone who is passionate about delivering holistic financial advice and who understands the importance of protecting and enhancing long-term wealth. You will be responsible for guiding clients through the full financial planning process, covering areas such as retirement planning, investment management, estate planning, protection needs, and tax-efficient strategies.
To be considered for this position, you must hold the Diploma in Financial Planning (DipPFS or equivalent) and ideally be working toward Chartered status. Strong technical knowledge, excellent communication skills, and a proven background in delivering regulated financial advice to individual private clients are essential. You should be comfortable managing sophisticated client needs and committed to maintaining the highest professional standards.
This is a fully salaried role with a generous, performance-linked bonus structure. All clients are based locally within High Wycombe and the surrounding areas, meaning there is no requirement for extensive travel. You will be supported by an efficient administrative and paraplanning team, enabling you to focus on building strong relationships and delivering high-quality advice.
This opportunity offers long-term stability, strong career development prospects, and the chance to join a respected firm where client care and professional integrity are at the heart of the business. If you are an ambitious and client-focused financial planner looking for your next step, this role represents an excellent opportunity.