Financial Planner

MENZIES LLP; Crawley; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading accountancy and advisory firm in Crawley is seeking a Financial Planner to provide high-quality advice on pensions, investments, protection, and estate planning. This role involves building strong client relationships and achieving business targets while ensuring compliance with regulations. The ideal candidate will have proven experience in financial planning, analytical skills, and excellent communication abilities. This position offers career development opportunities and competitive benefits including private medical cover and flexibility to work agilely.

Benefits

Private medical cover

Pension matching

Enhanced parental leave

Career development opportunities

Flexibility in working hours

Qualifications

• Experience in an IFA or advisory environment is essential.
• Strong analytical and communicative capabilities are necessary.
• Ability to work independently and collaboratively.

Responsibilities

• Provide independent financial advice and achieve business targets.
• Build and maintain client relationships.
• Ensure compliance with regulations and maintain accurate records.

Skills

Financial planning or wealth management experience

Analytical skills

Excellent communication skills

Organisational ability

Client relationship-building

IT proficiency (Word, Excel)

Fluent in English

Education

Diploma in regulated Financial Planning

Job description

Financial Planner

Department: MWM
Employment Type: Full Time
Location: Gatwick 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 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. With over a 1000 colleagues in the UK, we have built a culture based on shared values and mutual respect.

• 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, advisers 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

• 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

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.

To find out more about our benefits please read here.

About Menzies

We are a leading UK accountancy and advisory firm with a passion for supporting businesses across the globe. Our #BrighterThinking approach combines finance expertise with strategic commercial insights, helping our clients thrive in an ever‑changing world. Join a firm that is as ambitious as the businesses we support. Bring your expertise to Menzies and help us deliver brighter thinking, every day.

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.