Senior Financial Advisor

A Rare IFA Opportunity – Established Clients, Community Focus

Location: High Wycombe - Buckinghamshire (Office-Based – Beautiful Village Setting)

Salary: £70,000 – £100,000 Basic + Bonus + Existing Clients + Full Support (125k OTE year one)

A truly outstanding opportunity has arisen for an ambitious and charismatic Independent Financial Adviser to join a highly respected, boutique financial planning practice located in a beautifully green and leafy Buckinghamshire village. This firm has built a superb reputation within the local community, delivering complete and holistic financial advice through long‑term, relationship‑driven planning. You will be joining an established team of advisers who pride themselves on providing a warm, personal, and highly professional service to loyal clients who value face‑to‑face advice and continuity.

This role offers the rare combination of lifestyle, stability, and genuine earning potential — ideal for an adviser who enjoys building meaningful client relationships rather than chasing cold business.

You will inherit a substantial and well‑maintained client bank consisting of approximately 150–200 existing clients, with assets under management totalling between £35m–£55m. These clients are accustomed to a friendly, consultative service and are fully engaged with ongoing financial planning. Your focus will be on maintaining and developing existing relationships, delivering holistic advice, and identifying natural growth opportunities across pensions, investments, protection, and retirement planning.

The role is fully office‑based, supporting a collaborative team culture and strong client engagement within the local area.

• Basic salary in the region of £70,000 – £100,000
• 25% commission on all business written (new and recurring) after achieving a 3.5x salary validation
• Stable, long‑term advisory environment with excellent client retention

This is a highly supportive, advice‑led firm where advisers are empowered to focus on clients rather than paperwork. With dedicated paraplanning and administration teams in place, advisers are free to concentrate on delivering quality financial planning and developing trusted relationships. The office location provides a relaxed and professional working atmosphere within a desirable rural setting, offering an excellent work‑life balance.

• Diploma qualified (Level
  4) Financial Adviser (or working towards Chartered status)
• Experience managing and developing client relationships
• Professional, personable, and relationship‑focused approach
• Ambitious with strong long‑term career motivation
• Passion for holistic financial planning and delivering high‑quality advice
• Comfortable working within an office‑based, collaborative environment

Opportunities offering a genuine client bank of this size and quality are exceptionally rare. Combined with strong earnings, full support infrastructure, and a loyal local client base, this position provides an ideal platform for an adviser seeking stability, autonomy, and long‑term career growth within a respected firm.

To apply or discuss this opportunity in confidence, please contact: