Wealth Planner: Independent Financial Guidance for Clients

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

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.