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Financial Planner
Menzies LLPFinancial Planner role helping clients with pensions, investments, and estate planning at Menzies Wealth Management. Focused on building relationships and providing tailored financial solutions.
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- 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.
Benefits
Comp & perks- 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.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planningwealth managementanalytical skillsrecord-keepingclient relationship management
Soft Skills
communication skillsorganisational skillsclient-centric approachindependent workcollaborative work
Certifications
Diploma in regulated Financial PlanningAdvanced Diploma in Financial Planning