Financial Planner

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.

Department: MWM
Location: Manchester Office

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?

• Culture is our cornerstone
  :
  We blend technical excellence with genuine care for our people and clients.
• People First
  :
  Work-life balance, agile working, and generous leave; recognised as one of the Best Places to Work 2024 and 2025.
• Work with Inspiring Clients
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  You’ll be working with a range of clients so no two days are the same.
• Collaborate Across Menzies
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  Engage with colleagues and senior leadership to deliver seamless client service.
• Innovate with Purpose
  :
  Leverage tech, simplify complexities, and deliver value.
• Empathy at Our Core
  :
  Build trusted relationships that stand the test of time.

• 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;
  Advanced Diploma or working towards it is desirable.

Why Join Us?

• Career Development
  :
  From learning opportunities to career coaching, we’ll help you achieve your goals.
• Competitive Benefits
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  Private medical cover, pension matching, and enhanced parental leave.
• Flexibility That Works for You
  :
  Agile working is embedded in our culture.
• Perks That Go Beyond
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  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.

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. As part of Menzies LLP, the UK chartered accountancy firm, we work closely with our specialist tax and accounting colleagues.

We pride ourselves on empowering individuals, families, and businesses to navigate the complexities of wealth management with confidence and clarity.

When we require external assistance with our vacancies, we will reach out to our PSL supply chain. 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.