Financial planner Work, Jobs in Surrey (with Salaries)

Financial Planner - Surrey
Menzies LLP —Woking
- Microsoft Word
- Microsoft Excel
- English
Senior Financial Planner
WTW —Reigate
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
Chartered Financial Planner
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Business development
- Mentoring
- Tax experience
Financial Planner - Associate Director
Forvis Mazars —London
- Full-time
- Hybrid work
- Tax experience
- Annual leave
- Employee discount
Associate Financial Planner
Moore Kingston Smith —London
- £42,000 - £47,500 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Financial Planning Associate - London
Atomos —London
- Hybrid work
- Microsoft Excel
Financial Administration Assistant
Bigmore Associates Limited —Walton-on-Thames
- Up to £25,625 a year
- Full-time
- Microsoft Word
- CRM software
- Microsoft Excel
- Employee assistance programme
- Life insurance
Quick apply
14d
Financial Planning Associate
Atomos —London
- Hybrid work
- CRM software
- Microsoft Excel
- Organisational skills
1d
Wealth Planner
Barclays —London
- CRM software
- Financial services
- Communication skills
2d
Wealth Planner - Wealth Management
Barclays —London
IFA Administrator - Exclusive to Taylor James
Taylor James Professional Recruitment —London
- £35,000 - £45,000 a year
Senior Wealth Planner - Wealth Management
Barclays —London
- Financial services
- Negotiation
Client Relationship Support
AAB —Crawley
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
3d
Client Servicing Assistant
Financial Lifestyle Management —London
- £45,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
8d
Paraplanner
AAB —Crawley
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
7d
Technical Administrator
Harding Financial —Shalford
- £30,000 - £35,000 a year
- Full-time
- Organisational skills
- IT
- Financial services
Senior Financial Planning Supervisor
Barclays —London
- Maintenance
- Supervising experience
- Contracts
Wealth Planning Client Support Executive
Schroders —London
- Full-time
- Microsoft Office
- Administrative experience
- IT
18h
Financial Planning Client Administrator
Evelyn Partners —London
- Full-time
- Organisational skills
- IT
- In-person
Quick apply
Paraplanner FTC 12 month Maternity Cover
Schroders —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel

I want to receive the latest job alerts for financial planner in surrey

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Financial Planner - Surrey

Menzies LLP -
Woking

Apply Now

Job details

Permanent

Benefits

Company pension

Qualifications

Microsoft Word
Financial planning
Microsoft Excel
English
Analysis skills
IT
Communication skills

Full job description

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’ll 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?
At Menzies, our culture is our cornerstone. We blend technical excellence with genuine care for our people and clients.

Here is why you will love working with us:

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

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

Why Join Us?
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.

To find out more about our benefits please read here

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.

About Menzies Wealth Management

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.

Life is often complex, and, typically, good financial advice is multi-faceted. Access to a range of resources is required when considering how to finance life goals. As we are part of Menzies LLP, the UK chartered accountancy firm, we work closely with our specialist tax and accounting colleagues

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.

Agencies:

When we require external assistance with our vacancies, we will reach out to our PSL supply chain. Please be aware that we operate a strict PSL policy with close relationships with our suppliers and cannot respond to agencies outside of the PSL. Please do not contact individual hiring managers.

About Menzies LLP

Menzies is a proudly independent UK business advisory and accountancy practice with true national coverage and international connections. As a full-service firm with strong sector specialisms, we have a proven track record supporting both businesses, not-for-profits and individuals to successfully reach their financial goals.

We focus on optimising clients’ businesses financially, operationally, and strategically. We employ approximately 1100 trusted advisors in Audit, Tax & Advisory Services, across 11 locations UK wide.

Our industry sector specialisation sets us apart. Expert teams work in collaboration with each other delivering a host of business, tax and commercial advisory projects over and above the market leading assurance and compliance work undertaken for UK and International clients.

We continue to take a relationship-led approach to our client relationships. We use our Brighter Thinking methodology to empower clients with greater confidence and certainty in the face of increasing complexity.

Founded in 1912, Menzies is headquartered in London with coverage nationally in England & Wales and has 1100+ employees and a turnover of £110m. Our clients are mid-size and large privately held corporates, non-profits, and individuals, across the UK and internationally via major market country-desks, and in 157 countries globally through Menzies membership of HLB, the global advisory and accounting network.

Apply Now

Refine Your Search

financial planner jobs in surrey

Financial Planner - Surrey

Senior Financial Planner

Chartered Financial Planner

Financial Planner - Associate Director

Associate Financial Planner

Financial Planning Associate - London

Financial Administration Assistant

Financial Planning Associate

Wealth Planner

Wealth Planner - Wealth Management

IFA Administrator - Exclusive to Taylor James

Senior Wealth Planner - Wealth Management

Client Relationship Support

Client Servicing Assistant

Paraplanner

Technical Administrator

Senior Financial Planning Supervisor

Wealth Planning Client Support Executive

Financial Planning Client Administrator

Paraplanner FTC 12 month Maternity Cover

I want to receive the latest job alerts for financial planner in surrey

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected