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- 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 opportunities.
- Why this job: Join a forward-thinking 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: Dynamic environment with clear career progression in a growing Wealth division.
The predicted salary is between 36000 - 60000 ÂŁ 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, 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 key UK city locations.
- 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
Contact Detail:
Broadgate Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planner
✨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. Building relationships can open doors that a CV just can’t.
✨Show Off Your Expertise
When you get the chance to chat with hiring managers or during interviews, make sure to highlight your experience and knowledge in financial planning. Share specific examples of how you've helped clients achieve their goals – it’ll show you’re the real deal!
✨Be Ready for the Unexpected
Interviews can throw curveballs, so prepare for questions that might not be on your radar. Think about scenarios where you had to adapt quickly or solve a problem creatively. This shows you can think on your feet, which is crucial in our fast-paced world.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step to engage with us directly.
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 Chartered 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 tell us why you're passionate about financial planning and how your client-first approach has made a difference in your previous roles. Be genuine and let your personality come through.
Showcase Your Interpersonal Skills: Since this role involves building long-term client relationships, make sure to highlight your strong communication and interpersonal skills. Share examples of how you've successfully collaborated with teams or clients in the past.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of success. It’s the easiest way for us to see your application and get to know you better. Don’t miss out on this opportunity!
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. 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 Relationships
Prepare examples of how you've built and maintained long-term client relationships. Highlight your client-first approach and any specific instances where your exceptional service made a difference. This will demonstrate your interpersonal skills and commitment to client success.
✨Stay Current
Familiarise yourself with the latest market developments and regulatory changes in the financial sector. Being able to discuss these topics will show that you're proactive and knowledgeable, which aligns with the firm's forward-thinking culture.
✨Be a Team Player
Emphasise your collaborative spirit during the interview. Share examples of how you've worked with internal teams to provide joined-up solutions for clients. This will resonate well with the firm's emphasis on teamwork and a supportive culture.
