Financial Planner

Overview

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 know that we need a diverse mix of talented people doing their best work.

If you are ready to make an impact, lead with purpose, and work in a place where your voice truly matters, keep reading!

Join the Menzies Wealth Management team as a Financial Planner and help shape the financial futures of our clients. You’ll provide high-quality, independent advice across pensions, investments, protection, and estate planning, delivering tailored financial solutions that truly make a difference. If you’re passionate about building long-term client relationships, presenting clear and compelling financial plans, and turning complex concepts into confident decisions, we’d love to hear from you.

• Provide high-quality, independent financial advice across pensions, investments, protection, and estate planning.
• Deliver tailored financial solutions that make a difference for clients.
• Build long-term client relationships and present clear, compelling financial plans.
• Translate complex financial concepts into confident decisions for clients.

At Menzies, our culture is a cornerstone. We blend technical excellence with genuine care for our people and clients.

Why you will love working with us
:

• People First
  :
  Work-life balance, agile working, and generous leave; recognised as one of the Best Places to Work 2024 and 2025.
• Work with Inspiring Clients
  :
  You’ll be working with a range of clients, so no two days will be the same.
• Collaborate Across Menzies
  :
  Engage with colleagues and senior leadership to deliver seamless client service and drive operational excellence.
• Innovate with Purpose
  :
  We’re always looking for better ways to work—leveraging tech, simplifying complexities, and delivering value.
• Empathy at Our Core
  :
  We build trusted relationships that stand the test of time.