Paraplanner

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.

Join the Menzies Wealth Management team as a Paraplanner and help shape the financial futures of our clients.  We are seeking a client-focused and commercially minded professional to support our Financial Planners throughout the full client journey. The successful candidate will be responsible for conducting research, preparing high-quality advice reports, and working closely with the administration team to ensure the smooth implementation of recommendations. The role also involves supporting Senior Management where required, while delivering an exceptional client experience and maintaining high professional standards. 

 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.