Senior Financial Planner | London, Manchester or Leeds | Permanent | Hybrid working

If you’re a Senior Financial Planner who values quality advice, long-term client relationships, and being part of a business that genuinely supports its people, this role is well worth a look.

This opportunity sits within a well-established and growing wealth management team that forms part of a wider professional services group. The business is investing heavily in its Wealth offering and is growing in a measured, sustainable way — with a clear focus on doing the right thing for clients rather than chasing volume.

The role

You’ll work with a high-quality and diverse client base, including private clients, business owners, and high-net-worth individuals, delivering holistic financial planning advice that’s thoughtful, personal, and long-term.

You’ll be well supported by experienced paraplanners and in-house specialists, allowing you to focus on client relationships and advice rather than administration. Collaboration is a big part of how the team works, and you’ll be encouraged to contribute ideas and play an active role in the continued growth of the business.

What you’ll be doing

Providing holistic financial planning advice across investments, pensions, protection, and estate planning
Building and managing long-term client relationships with a strong focus on trust and service
Working closely with internal specialists to deliver joined-up, high-quality solutions
Keeping up to date with market, legislative, and regulatory changes
Supporting the growth of the Wealth team through referrals, networking, and strong client outcomes

What they’re looking for

Diploma Level 6 qualified or Chartered Financial Planner (or working towards Chartered)
Proven experience delivering holistic advice in a professional environment
A confident, personable communicator with a genuine client-first mindset
Commercially aware, with the ability to spot opportunities while always doing the right thing
A team-oriented planner who enjoys being part of a growing, collaborative environment

What’s on offer

Competitive salary with bonus and a strong benefits package
Hybrid working with flexibility across London, Manchester, or Leeds
A supportive, people-focused culture with access to experienced colleagues and specialists
A high-quality client base and realistic expectations
Clear progression opportunities within a growing Wealth division

If you’re looking for a role where you can focus on doing great planning, feel supported, and grow your career in a stable, forward-thinking business, this could be a great next step.

Broadgate

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