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.
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.
At Menzies, our culture is our cornerstone. We blend technical excellence with genuine care for our people and clients.
Why join Menzies?
* People First: Our work‑life balance is not just talk. From agile working to generous leave, we create space for what matters to you, and this is why we were 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: engaging 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 don’t just serve our clients; we build trusted relationships that stand the test of time.
Key Responsibilities
* 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 high professional standards.
* Work closely with paraplanners, administrators, and internal teams to deliver exceptional client service.
Skills, Knowledge & Expertise
The ideal candidate will demonstrate:
* 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 communication skills, both written and verbal.
* 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 towards it.
Job Benefits
We offer:
* Career Development: From learning opportunities to career coaching, we’ll help you achieve your goals.
* Competitive Benefits: Private medical cover, pension matching, and enhanced parental leave, to name a few.
* Flexibility That Works for You: Agile working is embedded in our culture.
* Perks That Go Beyond: From volunteering days to wellbeing initiatives, we care about your whole self.
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