- Location
- Woking Office
- Department
- Finance
- Source
- Pinpoint
Description
Financial Planner - Surrey
Department: MWM
Employment Type: Permanent
Location: Woking Office
Description
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.
Why join Menzies?
At Menzies, our culture is our cornerstone. We blend technical excellence with genuine care for our people and clients.
Here is why you will love working with us:
🌟 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.
🌟 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
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
Why Join Us?
At Menzies, we know that success starts with our people. That’s why we offer:
At Menzies, we know that success starts with our people. That’s why 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.
🌍 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.
To find out more about our benefits please read here
Menzies Wealth Management is a leading financial planning and wealth management firm, known for delivering trusted, client-focused advice and long-term solutions. We pride ourselves on a collaborative culture, high professional standards, and a commitment to developing our people, offering a supportive environment where expertise is valued and careers can thrive.
About Menzies Wealth Management
Established in 2008, Menzies Wealth Management are an independent financial advisory firm serving both private and corporate clients. We are committed to delivering a personal service to each of our clients, providing experience, perspective and strategic clarity with objectivity and integrity.
Life is often complex, and, typically, good financial advice is multi-faceted. Access to a range of resources is required when considering how to finance life goals. As we are part of Menzies LLP, the UK chartered accountancy firm, we work closely with our specialist tax and accounting colleagues
As a premier financial planning firm, we pride ourselves on empowering individuals, families, and businesses to navigate the complexities of wealth management with confidence and clarity.
Agencies:
When we require external assistance with our vacancies, we will reach out to our PSL supply chain. Please be aware that we operate a strict PSL policy with close relationships with our suppliers and cannot respond to agencies outside of the PSL. Please do not contact individual hiring managers.
Skills
ExcelAgileCompliance
