Financial Planner - Surrey

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

• 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