At a Glance
- Tasks: Help clients shape their financial futures with tailored advice on investments and planning.
- Company: Join Menzies Wealth Management, a leading firm known for its collaborative culture.
- Benefits: Enjoy competitive pay, private medical cover, and flexible working options.
- Other info: Be part of a supportive team that values your growth and well-being.
- Why this job: Make a real impact by building trusted relationships and delivering valuable financial solutions.
- Qualifications: Experience in financial planning and strong communication skills are essential.
The predicted salary is between 47250 - 57750 £ per year.
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 will 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?
- 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
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.
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.
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.
Financial Planner - Surrey - Woking employer: Menzies
At Menzies Aviation, we pride ourselves on our people-centric culture that has been thriving since 1833. As an Aircraft Cleaner, you will join a dedicated team that values attention to detail and safety, ensuring our customers' journeys are as pleasant as possible. With opportunities for growth and a commitment to diversity and inclusion, working with us means being part of a global family that truly values your contributions.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner - Surrey - Woking
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Menzies. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planner - Surrey - Woking
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Menzies.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Menzies's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Menzies
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Menzies.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Menzies will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Menzies employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
