Financial advisor Work, Jobs in Woking, Sry (with Salaries)

Financial Planner - Surrey
Menzies LLP —Woking
- Microsoft Word
- Microsoft Excel
- English
Trainee Financial Advisor Programme
7IM —London
2d
People Resolution Centre Advisor
Surrey Police —Guildford
- £29,151 - £32,224 a year
- Full-time
- Remote
- Customer service
- Microsoft Office
- Continuous improvement
- Annual leave
- Employee discount
2h
Outsourced Business Services Administrator
Menzies LLP —Woking
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Hospitality
- Microsoft Excel
2026 Graduate Financial Analyst - Corporate Finance (Consumer)
Houlihan Lokey —London
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Analysis skills
1d
Insurance Advisor
Howden Group Holdings —Camberley
- Full-time
- Hybrid work
- Employee discount
Mortgage Advisor
The Mortgage Experts —Horsham
- £60,000 - £100,000 a year
- Remote
Experienced Financial Analyst, Portfolio Valuation and Fund Advisory (Structured Products) - London
Houlihan Lokey —London
- Full-time
- Hybrid work
- Microsoft Excel
- Master's degree
- Analysis skills
Client Engagement Manager
Monotype —London
- Full-time
- Analysis skills
- Travel
- Mentoring
Audit Senior
Menzies LLP —Woking
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Service Advisor
Walton Audi —Walton-on-Thames
- £30,000 - £38,380 a year
- Full-time
- Customer service
- Administrative experience
- Organisational skills
- Employee discount
Quick apply
Management Accountant
Menzies LLP —Woking
- Microsoft Excel
- Travel
- Accounting
6d
Real time Analyst
ArvatoConnect —Datchet
- £29,274 a year
- Full-time
- Microsoft Excel
- Analysis skills
- Communication skills
- Annual leave
- Employee discount
7d
Creative Director
Ragged Edge —London
- From £90,000 a year
- Hybrid work
- Life insurance
5d
Insurance Web Agent
Bionic Services Ltd —London
- Full-time
- Sales
- Annual leave
- Employee assistance programme
Quick apply
1d
Manual Handling Advisor
Healthcare Partners Ltd —Guildford
- £33,678 - £40,996 a year
- Part-time
- Negotiation
8d
Real Estate Valuation Analyst (EMEA)
Altus Group —London
- £40,000 - £45,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- Organisational skills
8d
Senior Compliance Analyst, Financial Crime
AXIS Insurance —London
- Full-time
- Analysis skills
- Communication skills
- Annual leave
Client Partner (New Business) – Banking & Financial Markets
CGI —London
- Full-time
- Sales
- Negotiation
Quick apply
Company Secretary
Zodia Custody —London
- £100,000 - £125,000 a year
- Full-time
- Hybrid work
- Financial services
- Banking
- Life insurance
Quick apply
14h

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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 advisor jobs in woking, sry

Financial Planner - Surrey

Trainee Financial Advisor Programme

People Resolution Centre Advisor

Outsourced Business Services Administrator

2026 Graduate Financial Analyst - Corporate Finance (Consumer)

Insurance Advisor

Mortgage Advisor

Experienced Financial Analyst, Portfolio Valuation and Fund Advisory (Structured Products) - London

Client Engagement Manager

Audit Senior

Service Advisor

Management Accountant

Real time Analyst

Creative Director

Insurance Web Agent

Manual Handling Advisor

Real Estate Valuation Analyst (EMEA)

Senior Compliance Analyst, Financial Crime

Client Partner (New Business) – Banking & Financial Markets

Company Secretary

I want to receive the latest job alerts for financial advisor in woking, sry

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