Senior Financial Planner London | Manchester | Leeds Permanent | Hybrid working | Competitive salary + benefits + bonusAbout the Firm 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.The Opportunity 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 ResponsibilitiesDeliver 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.About YouQualified 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.What’s on OfferCompetitive 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.

Financial Controller Roles & Responsibilties Lead and oversee the Finance team, ensuring robust accounting operations, cash management, and financial reporting.Drive accountability through regular budget holder meetings and transparent financial planning.Enforce strict budget discipline, preventing unauthorised expenditure and ensuring departments remain within allocation.Oversee timely billing, collections, payments, and overall cash flow management.Present financial performance to the Board and management committees, maintaining sound financial policies, controls, and reporting schedulesEssential Skills & Experience Must be a qualified accountant Must have experience within an internal finance teamMust have experience working with Jersey/Channel Island structures

We are working with a Swiss established bank, with a strong focus on digital assets/crypto, looking for Business Development Managers, with determination and a commitment to excellence that want to grow a book of business and be highly rewarded for it.  Responsibilities include:Develop and execute business strategy for the assigned client segment, including acquisition, management, and growth of the client base.Manage the full client lifecycle—from onboarding and compliance coordination to delivering an exceptional client experience.Build and maintain a targeted prospect list, prioritising opportunities in line with cross-border regulations.Promote and sell digital asset services, including custody, lending, trading, tokenization, and financial products.Prepare and deliver impactful sales pitches and presentations in English.Collaborate with internal teams to ensure efficient due diligence and onboarding processes.Drive cross-selling opportunities and influence product and service enhancements for clients.Continuously update market knowledge in finance, blockchain, and digital assets. Requirements:8–10 years’ experience in financial services sales, including 4–5 years in a fully regulated banking environment.Bachelor’s degree in Business, Finance, or Mathematics; CFA/CAIA preferred.Proven network within the target client segment.Strong negotiation, communication, and presentation skills in English and Arabic. If this role aligns with your skills and is something you would like to pursue, apply with us today!

We are working with a Swiss bank, with a strong focus on digital assets/crypto, looking for Business Development Managers, with determination and a commitment to excellence that want to grow a book of business and be highly rewarded for it.  Responsibilities include:Develop and execute business strategy for the assigned client segment, including acquisition, management, and growth of the client base.Manage the full client lifecycle—from onboarding and compliance coordination to delivering an exceptional client experience.Build and maintain a targeted prospect list, prioritising opportunities in line with cross-border regulations.Promote and sell digital asset services, including custody, lending, trading, tokenization, and financial products.Prepare and deliver impactful sales pitches and presentations in English.Collaborate with internal teams to ensure efficient due diligence and onboarding processes.Drive cross-selling opportunities and influence product and service enhancements for clients.Continuously update market knowledge in finance, blockchain, and digital assets. Requirements:8–10 years’ experience in financial services sales, including 4–5 years in a fully regulated banking environment.Bachelor’s degree in Business, Finance, or Mathematics; CFA/CAIA preferred.Proven network within the target client segment.Strong negotiation, communication, and presentation skills in English and Arabic. If this role aligns with your skills and is something you would like to pursue, apply with us today!

Business Quality Consultant Overview   To act as quality control for advice through file checking, to ensure that advice meets business and regulatory requirements. Assist with the management of business issues and complaint investigations to resolution. Key Responsibilities: Review pre-and-post advice files in line with the firms’ T&C schemeProvide technical and regulatory support to advise teams where appropriate.Maintain awareness of the regulatory environment which may have an impact on the business.Comply with compliance procedures, including TCF, Data Protection and FCA Regulations at all times.Complete file checking feedback documentsEnsure file checking data is collated and kept up to dateExperience & Qualifications:Level 4 Diploma in Regulated Financial Planning (DipPFS or DipFA)-  (approaching DipPFS may be considered)Working knowledge of FCA Principles and Rules.Good understanding of the Financial Planning process.Previous experience in a similar role within the IFA/ Wealth and Financial Planning industry

Business Quality Consultant Overview   To act as quality control for advice through file checking, to ensure that advice meets business and regulatory requirements. Assist with the management of business issues and complaint investigations to resolution. Key Responsibilities: Review pre-and-post advice files in line with the firms’ T&C schemeProvide technical and regulatory support to advise teams where appropriate.Maintain awareness of the regulatory environment which may have an impact on the business.Comply with compliance procedures, including TCF, Data Protection and FCA Regulations at all times.Complete file checking feedback documentsEnsure file checking data is collated and kept up to dateExperience & Qualifications:Level 4 Diploma in Regulated Financial Planning (DipPFS or DipFA)-  (approaching DipPFS may be considered)Working knowledge of FCA Principles and Rules.Good understanding of the Financial Planning process.Previous experience in a similar role within the IFA/ Wealth and Financial Planning industry

Investment Analyst Our client is a leading private equity firm with a focus on sustainable and industrial investments globally. They are seeking an Investment Analyst to join their Dublin-based team.Key Responsibilities:Support investment evaluation through financial modelling, research, and due diligence.Assist in preparing investment papers and presentations for internal review.Conduct market and sector analysis to identify new opportunities.Work with portfolio companies on strategic and operational initiatives.Requirements:1–3 years’ experience in investment banking, private equity, or corporate finance.Strong financial modelling and analytical skills.Excellent academic background in finance, economics, or a related field.Genuine interest in sustainability and industrial transformation.This is an excellent opportunity to join a high-performing investment team with a clear growth mandate and exposure to deals.

Broadgate are partnering with a global reinsurance business who are looking for an experienced Head Of Compliance to join the business in the US as the result of a period of growth. This role can be remote for the right individual but would require travel to both New York and Florida.Specific ResponsibilitiesResponsible for the US Compliance Universe (e.g., applicable federal and state laws and regulations) and ensuring that they are appropriately reflected within the Group Governance Risk and Compliance (GRC) tool with appropriate policies and procedures in place.Actively promote and instill awareness of all Group and US regulatory requirements, including conduct, within the business.Support the US business-wide Horizon Scanning process including proactive monitoring of regulatory and legal developments in close coordination with the US Legal team.Where new and changing regulations and laws are identified, lead the provision of impact assessments, gap analyses, and guidance notes on any consultation papers through to final implemented guidelines.Ensure that where there are changes identified which are implemented at a Group level, support the communication with US stakeholders, overall roll-out, and US implementation. Work closely with the Group Change Management team as required.Responsible for management and oversight of all US regulatory filings within the Group GRC tool, reporting, managing, and ensuring that all are identified and submitted on a timely basis. This involves close collaboration with the US Legal team.Support an annual business-wide Compliance Risk Assessment (CRA) process for all US entities. The purpose of the CRA is to have a clearly articulated Company Risk Profile (for all regulated and non-regulated entities), which identifies and measures the associated compliance risk. The CRA supports development and implementation strategies for mitigating material compliance risks (supports Group Supervision Rules 2011). The CRA includes a risk profile outlining the purpose, financial condition, and performance of each entity to understand the compliance risk profile. Work alongside the other jurisdictional Heads of Compliance to ensure these risk assessments are conducted in a consistent manner.Provide advice to the business on corporate policies, procedures, codes, and frameworks which support the compliance risk management framework. Identify where training needs are relevant and work in conjunction with Compliance Operations to deliver a robust compliance training program.Responsible for regular communications to the US Executive and Boards, Risk Committee, or other governance bodies on all compliance matters.What You Will Bring7+ years of legal and compliance experience working in the insurance and/or reinsurance industry, with a combination of in-house and law firm experience strongly preferred.Law degree (JD) from a law school accredited by the American Bar Association and current good standing with the bar in at least one U.S. state preferred but not essential.Excellent oral and written communication skills, including demonstrated ability to prepare presentations and board reports appropriate to various audiences.Proven ability to build strong partnering relationships with a wide range of stakeholders and to challenge, negotiate with, influence, and persuade stakeholders at all levels.Strong analytical, organizational, project management, and problem-solving skills, with demonstrated ability to resolve complex business or regulatory issues.