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For Companies At a Glance
- Tasks: Deliver strategic financial planning advice and manage diverse client portfolios.
- Company: Leading UK wealth management firm with a collaborative culture.
- Benefits: Competitive salary, performance bonuses, hybrid working, and professional development.
- Why this job: Make a real impact while growing your career in a supportive environment.
- Qualifications: Level 6 Diploma or Chartered Financial Planner status preferred.
- Other info: Fast progression, meaningful responsibility, and a culture built on trust.
The predicted salary is between 36000 - 60000 £ per year.
We’re supporting a leading UK professional services and wealth management firm seeking an experienced Senior Financial Planner to join its growing Wealth team. Known for its collaborative culture and client-first approach, the firm combines professional excellence with a modern, flexible working environment. This is a chance to contribute your expertise while being supported in a culture that values your ideas, development, and ambition.
Why this role is exciting
- Take ownership of a diverse portfolio of clients, including private individuals, business owners, and high-net-worth clients.
- Deliver holistic, strategic financial planning advice across investments, pensions, protection, and estate planning.
- Collaborate with a supportive in-house team of specialists and paraplanners to provide seamless client solutions.
- Work in a flexible, hybrid model, balancing remote and in-office working across UK locations.
- Grow your career in a forward-thinking firm investing heavily in its Wealth division.
Key Responsibilities
- Deliver tailored, comprehensive financial planning advice to help clients achieve their goals.
- Build, manage, and nurture long-term client relationships based on trust and exceptional service.
- Collaborate across teams to identify opportunities and provide integrated solutions.
- Keep up to date with market developments, legislation, and regulatory changes to ensure best practice.
- Support business growth through proactive networking, referrals, and client relationship development.
About You
- 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-focused mindset.
- Commercially aware and able to identify opportunities for clients and the business.
- Collaborative, proactive, and growth-oriented, with the ability to work independently.
What’s on Offer
- Competitive salary with performance-based bonus and benefits.
- Hybrid working across UK locations for flexibility and work–life balance.
- Supportive, collaborative culture focused on professional development.
- Opportunity to manage a diverse, high-value client base and shape your career.
- Clear progression path in a growing, forward-thinking Wealth team.
Why Top Talent Chooses This Firm
This is more than a professional services firm. It is a place where ambitious professionals build careers with momentum, purpose, and longevity. If you want to do work that genuinely matters, be trusted with responsibility early, and grow alongside people who are both highly capable and genuinely approachable, this firm stands out.
Accelerated careers without corporate drag. Progression is based on impact, not tenure. Individuals are trusted to lead, influence client outcomes, and shape strategy far earlier than in traditional firms. There is real autonomy here, supported by senior leaders who actively invest in development and long-term success.
Work that stretches you – with clients who value expertise. You’ll work with ambitious, growth-focused clients who see the firm as a strategic partner, not a commodity. This means exposure to complex challenges, senior-level engagement, and opportunities to develop strong commercial judgment alongside technical capability.
A culture built on trust, not hierarchy. High standards sit alongside a refreshingly down-to-earth culture. People collaborate, share knowledge openly, and support one another. Leadership is visible, accessible, and genuinely invested. Individuals are recognised, listened to, and valued.
A modern, future-focused firm. From flexible working and technology investment to launching new service lines and supporting innovation, this firm is growing with purpose. People are encouraged to contribute ideas and help shape the business’s future.
Values you can feel every day. The firm’s values are evident in how people treat one another, how success is celebrated, and how wellbeing, inclusion, and performance are balanced in practice.
In short, if you are looking for:
- Faster progression with meaningful responsibility
- Smart, supportive colleagues who care about quality and outcomes
- Challenging, impactful work with clients who value your expertise
- A workplace where your voice truly matters…this is a place to build a career you can be proud of – professionally and personally.
Senior Financial Planner in Manchester employer: Broadgate
Contact Detail:
Broadgate Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planner in Manchester
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your expertise! When you get the chance to chat with someone from the firm, make sure to highlight your experience in delivering holistic financial advice. Share specific examples of how you've helped clients achieve their goals – it’ll make you stand out!
✨Tip Number 3
Be proactive! Don’t just wait for job postings to pop up. Reach out directly to the firm through our website and express your interest in joining the Wealth team. A little initiative can go a long way in showing your enthusiasm.
✨Tip Number 4
Stay updated! Keep an eye on market developments and regulatory changes in the financial planning world. Being knowledgeable will not only help you in interviews but also show that you’re genuinely invested in the field and ready to contribute from day one.
We think you need these skills to ace Senior Financial Planner in Manchester
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're Level 6 Diploma or Chartered Financial Planner status, and showcase your experience in delivering holistic financial advice.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for financial planning and how you can contribute to our collaborative culture. Mention specific examples of how you've built long-term client relationships and delivered exceptional service.
Showcase Your Client-Focused Mindset: In both your CV and cover letter, emphasise your genuine client-focused approach. Share stories that demonstrate your ability to understand client needs and provide tailored solutions, as this is key to thriving in our firm.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. This way, we can easily track your application and ensure it gets the attention it deserves. Plus, it shows your enthusiasm for joining our team!
How to prepare for a job interview at Broadgate
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around investments, pensions, and estate planning. Be ready to discuss how you've delivered tailored advice in the past and how you can apply that to the firm's diverse client base.
✨Showcase Your Client Relationships
Prepare examples of how you've built and nurtured long-term client relationships. Highlight your client-focused mindset and how you've provided exceptional service, as this firm values trust and collaboration.
✨Stay Current
Keep yourself updated on market developments and regulatory changes. Being able to discuss recent trends or legislation during your interview will show that you're proactive and commercially aware, which is crucial for this role.
✨Emphasise Collaboration
This firm thrives on teamwork, so be ready to share experiences where you've collaborated with others to deliver integrated solutions. Talk about how you can work alongside paraplanners and specialists to enhance client outcomes.
