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

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.

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.

Financial Planner

Key skills