Shape the financial futures of employees across leading organisations with a globally recognised advisory firm.
We are now seeking a Senior Financial Planner to join our growing Workplace Financial Planning team — a role ideally suited to a client-focused, strategic adviser who thrives on delivering meaningful outcomes and building long-term trusted relationships. In this role, you will provide guidance and regulated advice to individuals who are direct clients of WTW or members of some of our largest pension scheme clients.
At WTW, our Financial Planning team partners with organisations across the UK to deliver holistic, high-impact financial guidance that empowers employees to make confident, informed decisions about their future. From retirement planning and investments to tax efficiency, protection and life‑event advice, our approach is built on delivering clarity, confidence and long‑term value.
Why Join WTW?
1. Be part of a market-leading, globally recognised advisory firm
2. Deliver holistic financial planning, not purely product-led advice
3. Engage with a diverse client base through workplace financial wellbeing initiatives
4. Leverage WTW’s wider expertise across pensions, investments and risk
5. Play a key role in shaping and growing a high-impact financial planning proposition
6. Hybrid working – typically 2 days per week in the office
7. Offices available in London, Bristol, Reigate, or Manchester
8. Flexibility to balance client delivery, collaboration and remote working
The Role
As a Senior Financial Planner, you will deliver end-to-end financial planning support to a diverse client base, engaging employees across all levels through 1:1 consultations, seminars, and tailored guidance sessions. You will
9. Provide holistic financial planning advice across pensions, investments, tax, protection and estate planning
10. Support clients through key life events, delivering clear, practical guidance to complex financial decisions
11. Deliver engaging financial education workshops and workplace seminars
12. Build long-term, trusted relationships, acting as a strategic partner in clients’ financial journeys
13. Contribute to the growth and success of WTW’s Workplace Financial Planning offering
Core Focus Areas
14. Pre- and post-retirement planning (including clients aged 55+)
15. Retirement income strategies (annuities, drawdown, UFPLS and blended solutions)
16. Ongoing advice in retirement, adapting to changing client needs
17. Pension switching, consolidation and Annual Allowance planning
18. Investment advice, portfolio reviews and estate planning
19. Workplace financial education and guidance
Performance & Impact
20. Deliver high-quality, cost-effective advice tailored to client objectives
21. Build credibility with clients and prospects, expanding relationships and identifying opportunities
22. Lead face-to-face workplace financial education sessions
23. Promote and contribute to marketing and growth initiatives across the business
24. Collaborate with WTW teams to strengthen and expand financial planning services
25. Ensure full compliance with regulatory requirements, including maintaining SPS and CPD standards
26. Contribute to a culture of technical excellence, knowledge sharing and continuous improvement
27. Mentor junior colleagues and work closely with paraplanners/administrators to ensure efficient delivery
28. Manage workload effectively, including accurate time recording and commercial awareness