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Financial Planner – Inherit a HNW Client Bank + High-Quality LeadsLocation: Hybrid (Office & Remote) | Salary: Up to £75,000 basic + Bonus (OTE £100,000+)Sector: Financial Services | Job Type: Full-Time, Permanent
Are you an experienced Financial Planner looking to accelerate your earnings and career? This is a rare opportunity to inherit an established book of high-net-worth clients, benefit from high-quality leads, and be part of a forward-thinking financial planning firm that truly values professionalism, ethics, and long-term relationships.
What’s On Offer:-
HNW Client Bank – Inherit an active portfolio of clients from retiring advisers
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High-Quality Leads – No cold calling; clients typically have £500k+ to invest
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Generous Bonus Scheme – Based on client retention and new business
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Flexible Working – Hybrid model with remote and in-office flexibility
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Professional Development – Full study support towards Chartered status
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Comprehensive Benefits – DIS, pension, and flexible employee benefits package
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Manage and nurture a portfolio of high-net-worth clients
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Provide holistic financial advice covering investments, pensions, estate planning, and protection
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Convert warm, high-value leads into long-term clients
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Collaborate with paraplanners and support teams to deliver exceptional client service
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Maintain high standards of compliance and ethical practice
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Level 4 Diploma in Financial Planning (CII, CISI, or equivalent)
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Experience as a Financial Adviser, IFA, or Wealth Manager
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A strong track record working with HNW clients
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Excellent interpersonal and client relationship skills
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A professional, client-first mindset with commercial acumen
Why Apply?This is a unique opportunity to fast-track your success in a firm that’s built on trust, quality advice, and lasting client relationships. With high-quality leads, robust support, and six-figure earning potential, this role is ideal for advisers who want to focus on delivering real value to clients — not chasing volume.
Apply now to take the next step in your financial planning career.
