Job Description: Financial Planner

Core Working Hours: Standard - 37.5 hours

Home Working: Agile working policy applies

Location: Gatwick

Qualifications: Minimum - Diploma in Regulated Financial Planning or equivalent.

Desirable – Advanced Diploma in Financial Planning or working towards.

Remuneration: Salary: negotiable dependent on experience

Pension: 3% employer contribution

Holiday: 25 days

Key Responsibilities

The role will include, but is not limited to:

Client Advice & Relationship Management

• Provide high-quality, independent financial advice to new and existing private clients across pensions, investments, protection, and estate planning.

•Conduct comprehensive fact-finds and deliver tailored financial planning solutions aligned with client objectives.

•Write and present clear, compelling Financial Plans / Client Proposition documents.

•Deliver regular client reviews in line with agreed service level agreements.

•Explain complex financial concepts to clients in a clear and understandable manner.

Business Development & Income Generation

• Achieve agreed new business and income targets.

•Identify opportunities within the existing client base and working alongside our Menzies LLP colleagues.

•Support wider business initiatives to enhance client engagement and practice growth.

Compliance & Professional Standards

• Adhere to all FCA regulations, company policies, and internal compliance procedures.

•Maintain a high level of competency, ensuring all advice meets the firm’s quality standards.

•Maintain all required CPD, including IDD, and stay up to date with market, legislative, and product developments.

•Ensure accurate and timely record keeping of client interactions and advice.

Collaboration & Support

•Work collaboratively with paraplanners, administrators, and our LLP colleagues across the business to ensure seamless client service.

•Develop strong relationships with internal teams, and wider firm stakeholders.

•Provide support to senior management as required.

•Demonstrate proficient use of IT systems, CRM platforms, and financial planning tools.

Core Competencies & Attributes

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.