At a Glance
- Tasks: Shape financial futures with tailored advice and engaging workshops for diverse clients.
- Company: Join a globally recognised advisory firm leading in workplace financial planning.
- Benefits: Enjoy hybrid working, competitive salary, and opportunities for professional growth.
- Other info: Flexible work environment with a focus on building long-term relationships.
- Why this job: Make a real impact by empowering employees to make informed financial decisions.
- Qualifications: Client-focused mindset and experience in financial planning required.
The predicted salary is between 60000 - 80000 € per year.
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?
- Be part of a market‑leading, globally recognised advisory firm
- Deliver holistic financial planning, not purely product‑led advice
- Engage with a diverse client base through workplace financial wellbeing initiatives
- Leverage WTW’s wider expertise across pensions, investments and risk
- Play a key role in shaping and growing a high‑impact financial planning proposition
- Hybrid working – typically 2 days per week in the office
- Offices available in London, Bristol, Reigate, or Manchester
- 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.
- Provide holistic financial planning advice across pensions, investments, tax, protection and estate planning
- Support clients through key life events, delivering clear, practical guidance to complex financial decisions
- Deliver engaging financial education workshops and workplace seminars
- Build long‑term, trusted relationships, acting as a strategic partner in clients’ financial journeys
- Contribute to the growth and success of WTW’s Workplace Financial Planning offering
Core Focus Areas
- Pre‑ and post‑retirement planning (including clients aged 55+)
- Retirement income strategies (annuities, drawdown, UFPLS and blended solutions)
- Ongoing advice in retirement, adapting to changing client needs
- Pension switching, consolidation and Annual Allowance planning
- Investment advice, portfolio reviews and estate planning
- Workplace financial education and guidance
Senior Financial Planner employer: Willis Towers Watson
Join WTW, a globally recognised advisory firm that prioritises employee growth and well-being through its dynamic Workplace Financial Planning team. With a commitment to holistic financial guidance, our culture fosters collaboration and flexibility, allowing you to thrive in a hybrid working environment while making a meaningful impact on clients' financial futures. Enjoy opportunities for professional development and the chance to engage with a diverse client base across the UK, all from our conveniently located offices in London, Bristol, Reigate, or Manchester.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Planner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry and let them know you're on the lookout for opportunities. Attend industry events or webinars to meet potential employers and showcase your expertise.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to financial planning. We recommend role-playing with a friend or using online resources to refine your answers and boost your confidence.
✨Tip Number 3
Showcase your skills through real-life examples during interviews. Share stories about how you've helped clients navigate complex financial decisions or delivered impactful workshops. This will demonstrate your ability to build long-term relationships and deliver meaningful outcomes.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows your enthusiasm for joining our team at WTW and contributing to our mission of empowering employees with holistic financial guidance.
We think you need these skills to ace Senior Financial Planner
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Senior Financial Planner role. Highlight your client-focused approach and any relevant financial planning experience to show us you’re the right fit.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re passionate about financial planning and how you can contribute to our team. Share specific examples of how you've built long-term relationships and delivered meaningful outcomes for clients.
Showcase Your Expertise:Don’t shy away from showcasing your knowledge in areas like retirement planning, investments, and tax efficiency. We want to see how you can bring clarity and confidence to our clients’ financial journeys.
Apply Through Our Website:For the best chance of success, make sure to apply through our website. This way, we can easily track your application and get back to you quicker. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at Willis Towers Watson
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of pensions, investments, and tax efficiency. Be ready to discuss specific strategies you've used in the past to help clients navigate their financial journeys.
✨Showcase Your Client-Focused Approach
Prepare examples that highlight how you've built long-term relationships with clients. Think about times when you provided tailored advice that made a real difference in their financial planning.
✨Engage with Real Scenarios
Be ready to tackle hypothetical client scenarios during the interview. This will demonstrate your problem-solving skills and ability to provide clear, practical guidance on complex financial decisions.
✨Highlight Your Communication Skills
Since you'll be delivering workshops and seminars, practice explaining financial concepts in simple terms. Show how you can make complex information accessible and engaging for a diverse audience.
