Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide tailored financial planning solutions to diverse clients and build long-term relationships.
- Company: Leading wealth management firm with a collaborative and people-first culture.
- Benefits: Competitive salary, performance incentives, hybrid working, and professional development support.
- Why this job: Join a dynamic team and make a real impact on clients' financial success.
- Qualifications: Level 6 Diploma or Chartered Financial Planner status, with proven financial advice experience.
- Other info: Exciting career progression opportunities in a growing Wealth division.
The predicted salary is between 60000 - 80000 £ per year.
A leading professional services and wealth management firm with a strong UK presence is seeking an experienced Senior Financial Planner to join its expanding Wealth team. The firm is known for its collaborative culture, forward-thinking approach, and genuine commitment to client success and employee development. This is an opportunity to be part of a business that combines professional excellence with a modern, people‑first culture — where your expertise, ideas, and ambition will be valued and supported.
You’ll provide tailored, holistic financial planning solutions to a diverse portfolio of private clients, business owners, and high‑net‑worth individuals. Working closely with in‑house specialists and paraplanners, you’ll ensure clients receive strategic, long‑term advice designed to help them achieve their personal and financial goals.
Key Responsibilities- Deliver comprehensive financial planning advice across investments, pensions, protection, and estate planning.
- Build, manage, and grow long‑term client relationships based on trust and exceptional service.
- Collaborate with internal teams to identify opportunities and provide joined‑up solutions.
- Stay current with market developments, legislation, and regulatory changes to ensure best practice.
- Support business growth through proactive networking, referrals, and relationship building.
- Qualified to Level 6 Diploma or Chartered Financial Planner status (or working towards this).
- Proven experience delivering holistic financial advice in a professional environment.
- Strong interpersonal and communication skills with a genuine client‑first approach.
- Commercially astute and able to identify new opportunities for both clients and the firm.
- Team player with a proactive, growth‑oriented mindset.
- Competitive remuneration package with performance‑based incentives.
- Hybrid working model with flexibility across London.
- Supportive and collaborative culture focused on professional development.
- Opportunity to work with a diverse and growing client base.
- Clear career progression in a firm that’s investing heavily in its Wealth division.
Senior Financial Planner employer: Broadgate Search
Contact Detail:
Broadgate Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planner
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning world. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential colleagues on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with potential employers or during interviews, make sure to highlight your experience and how it aligns with their needs. Share specific examples of how you've helped clients achieve their financial goals – this will set you apart from the crowd.
✨Tip Number 3
Be proactive! Don’t just wait for job postings to pop up. Reach out directly to firms you admire, like ours at StudySmarter, and express your interest in joining their team. A well-crafted email can go a long way in making a memorable impression.
✨Tip Number 4
Prepare for interviews by doing your homework! Research the firm’s culture, recent news, and their approach to wealth management. This will not only help you answer questions confidently but also show that you’re genuinely interested in being part of their team. And remember, apply through our website for the best chance!
We think you need these skills to ace Senior Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Senior Financial Planner role. Highlight your qualifications, especially if you have a Level 6 Diploma or are working towards Chartered status, as this is key for us.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your interpersonal skills and client-first approach. Share specific examples of how you've built long-term relationships and delivered holistic financial advice.
Showcase Your Team Spirit: We love a team player! In your application, mention instances where you've collaborated with others to achieve client success. This will demonstrate that you fit right into our collaborative culture.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity in our Wealth team.
How to prepare for a job interview at Broadgate Search
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around investments, pensions, and estate planning. The firm is looking for someone who can deliver comprehensive advice, so be ready to discuss your experience and how you've helped clients achieve their goals.
✨Showcase Your Client-First Approach
During the interview, highlight your interpersonal skills and how you prioritise client needs. Share specific examples of how you've built long-term relationships based on trust and exceptional service. This will resonate well with the firm's commitment to client success.
✨Demonstrate Team Spirit
Since collaboration is key in this role, be prepared to talk about your experiences working with internal teams. Discuss how you've identified opportunities and provided joined-up solutions, showcasing your ability to work as part of a team while also being proactive.
✨Stay Current and Engaged
Show that you're not just knowledgeable but also passionate about staying updated with market developments and regulatory changes. Bring up any recent trends or changes in legislation that could impact financial planning, demonstrating your commitment to best practices and continuous learning.