Financial Planner

Menzies LLP; England; On-site; GBP 45,000 - 60,000; Full time

Job summary

A leading financial planning firm in the UK is seeking a Financial Planner to join their Wealth Management team. In this role, you will provide independent and high-quality financial advice across pensions, investments, and estate planning, while building long-term client relationships. The ideal candidate will have proven experience in financial planning, strong analytical and communication skills, and the ability to simplify complex financial information. This position offers substantial career development opportunities and a supportive working environment.

Benefits

Career development coaching

Private medical cover

Pension matching

Enhanced parental leave

Qualifications

• Demonstrated experience in wealth management or financial planning environment.
• Ability to interpret and explain complex financial information.
• Strong record-keeping ability.

Responsibilities

• Provide high-quality financial advice across various sectors.
• Build and maintain client relationships.
• Explain complex financial concepts clearly.
• Achieve new business targets and collaborate with colleagues.
• Ensure compliance with regulations and standards.
• Maintain accurate client records.
• Work closely with internal teams to deliver exceptional service.

Skills

Proven experience in financial planning

Strong analytical skills

Excellent communication skills

Strong organisational abilities

Ability to build relationships

Professional, client-centric approach

IT proficiency

Fluent written and spoken English

Education

Diploma in regulated Financial Planning or equivalent

Tools

Microsoft Word

Microsoft Excel

Job 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, ourculture 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 wererecognised as one of theBest 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

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 Wealth Management

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.

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.

About Menzies LLP

Menzies is a proudly independent UK business advisory and accountancy practice with true national coverage and international connections. As a full‑service firm with strong sector specialisms, we have a proven track record supporting both businesses, not‑for‑profits and individuals to successfully reach their financial goals.

We focus on optimising clients’ businesses financially, operationally, and strategically. We employ approximately 1,100 trusted advisors in Audit, Tax & Advisory Services, across 11 locations UK wide.

Our industry sector specialisation sets us apart. Expert teams work in collaboration with each other delivering a host of business, tax and commercial advisory projects over and above the market leading assurance and compliance work undertaken for UK and International clients.

We continue to take a relationship‑led approach to our client relationships. We use our Brighter Thinking methodology to empower clients with greater confidence and certainty in the face of increasing complexity.

Founded in 1912, Menzies is headquartered in London with coverage nationally in England & Wales and has 1,100+ employees and a turnover of £110m. Our clients are mid‑size and large privately held corporates, non‑profits, and individuals, across the UK and internationally via major market country‑desks, and in 157 countries globally through Menzies membership of HLB, the global advisory and accounting network.