Financial Planner

Financial Planner – Surrey

Department: MWM

Employment Type: Permanent

Location: Woking Office

Menzies is an equal opportunities employer which means that we recruit, employ, train, pay, and promote regardless of race, religion, national origin, gender, sexual orientation, disability, or age.
We are building a first‑class team and, to do so, we need a diverse mix of talented people doing their best work.

As a Financial Planner you will provide high‑quality, independent advice across pensions, investments, protection, and estate planning, delivering tailored financial solutions that make a real difference. You will build and maintain strong client relationships, regularly review financial plans, explain complex financial concepts, achieve new business and income targets, support business development initiatives, ensure full compliance with FCA regulations, maintain accurate client records, and work closely with paraplanners, administrators, and internal teams.

• Provide high-quality, independent financial advice across pensions, investments, protection, and estate planning.
• Build and maintain strong client relationships, delivering tailored financial plans and regular reviews.
• Clearly explain complex financial concepts and present compelling financial plans and client propositions.
• Achieve agreed new business and income targets, identifying opportunities within new and existing clients.
• Support business development initiatives and collaborate with Menzies LLP colleagues.
• Ensure full compliance with FCA regulations, internal policies, and CPD requirements.
• Maintain accurate client records and uphold high professional standards.
• Work closely with paraplanners, administrators, and internal teams to deliver exceptional client service.

• Proven experience in financial planning or wealth management within an IFA or advisory environment.
• Strong analytical skills and the ability to interpret and explain complex financial information.
• Excellent written and verbal communication skills.
• Strong organisational and record‑keeping abilities.
• Ability to build strong and trusted relationships with clients and colleagues at all levels.
• A professional, confidential, and client‑centric approach.
• Ability to work independently as well as collaboratively within a team.
• Good IT proficiency, particularly with Microsoft Word and Excel.
• Fluent written and spoken English.
• Minimum:
  Diploma in regulated Financial Planning or equivalent; desirable:
  Advanced Diploma or working toward it.

• Career development opportunities, including learning programmes and career coaching.
• Competitive benefits: private medical cover, pension matching, enhanced parental leave.
• Flexibility that works for you: agile working is embedded in our culture.
• Perks that go beyond the workplace: volunteering days, wellbeing initiatives, and more.

Menzies Wealth Management is a leading financial planning and wealth management firm known for delivering trusted, client‑focused advice and long‑term solutions. We are committed to a collaborative culture, high professional standards, and a dedication to developing our people.