Financial Planning Group

1 week ago

London, Greater London, United Kingdom Willis Towers Watson Full time
Financial Planning Group - Adviser

  • London, GB
June 26, 2023

We are looking for a financial planner to join WTW's Financial Planning Group (FPG).

The FPG is a specialist team within WTW which provides independent regulated financial advice to individual clients, and group-based education to employees and members of WTW's existing corporate and trustee clients.

The FPG is undergoing a programme of expansion and we are looking for experienced advisers to help us meet our expansion goals.


You will provide guidance and regulated advice to individuals who are direct clients of WTW, or who are employees of our corporate clients or members of our pension scheme clients.

Our guidance and advice services focus on retirement planning, as well as broader financial planning services to help ensure our clients can meet their short, medium and long term goals.

Knowledge of the UK pensions landscape is essential, along with good investment and wider financial planning knowledge.

The Role

  • Saving for retirement (all ages) and preparing for retirement (age 55+)
  • Retirement income strategy, including discussing and advising on annuities, drawdown, UFPLS or blended solutions as appropriate
  • Advice in retirement: maintaining income, reacting to changing needs and circumstances
  • Pension switching and consolidation
  • Nonpension investment advice and subsequent portfolio reviews including ISA, General Investment Account and Investment Bonds, as appropriate. Tax efficient investment strategies including use of CGT allowances where appropriate.
  • Detailed Annual Allowance planning
  • Estate planning including Business Relief, gifts (including into trusts), term insurance and whole of life insurance as appropriate
  • Workplace financial education
  • Tax efficient investing (for example VCTs, where appropriate)
  • Life assurance policies
  • Display strong knowledge of financial planning topics, sufficiently strong to provide written and verbal advice to clients, prospects and colleagues on these topics
  • Build credibility with clients and / or prospects to take on additional individual clients / account responsibilities
  • Deliver face to face elements of any workplace structured financial education projects
  • Monitor and promote client satisfaction, including managing client expectations on budgets and timescales
  • Cultivate relationships beyond the initial client appointment with a view to broadening or deepening the services provided
  • Promote marketing efforts for individual client opportunities
  • Work with the wider WTW team to promote and expand our workplace financial guidance services
  • Constructively challenge thoughts and ideas of peers and senior colleagues, demonstrating independent thinking; analyse, synthesise and articulate complex technical and regulatory issues
  • Ensures compliance with the WTW Excellence framework
  • Maintain their Statement of Professional Standing status, meet the WTW CPD requirements and comply with the WTW standards for advice relating to regulated new business
  • Positively mentor and develop junior associates through formal process and also informally through daytoday interaction
  • Clearly specify task requirements to Paraplanners/administrators to ensure work is delivered efficiently and to budget
  • Actively build own network of contacts within WTW and providers

The Requirements

  • Chartered status preferred as a minimum suitable professional qualifications to Level 4 FCA recognised qualification, with ability to provide retail investment advice
  • Knowledge of the UK pensions market, including DB, DC and Cash Balance, and wider investment product knowledge is essential, as is an ability to provide guidance and advice on retirement income options
  • A strong understanding of the UK pensions tax regime including Annual Allowance, and the former LTA regime including protections, and ability to provide guidance and advice on these for individuals affected.
  • Experience in a fee based environment would be an advantage
  • A good working knowledge of Excel, Word and Powerpoint is required and experience of specific financial planning tools, such as Morningstar Adviser Workstation, FE Analytics, DD Hub, Intelliflo and Voyant, or other back office systems or cashflow modelling tools, would be advantageous.


This is a great opportunity for someone with strong experience in the UK financial advice market, and with several years' experience of delivery as a regulated adviser, to take their next step and join a financial planning team that is focused on strong ethics and doing the right thing for our clients.


Equal Opportunity Employer
**At WTW, we believe difference makes us stronger. We want our workforce to reflect the different and varied markets we operate in and to build a culture of inclusivity that makes colleagues feel welcome, valued and empowered to bring their whole selves to work every day. We are an equal opportunity employer committed to fostering an inclusive w

  • Group Financial Accountant

    1 week ago

    London, Greater London, United Kingdom Partner Financial Full time

    Group Financial AccountantConstructionPermanentUp to £70,000Central LondonPartner Financial are working with an International, Private Equity backed business with operations throughout Europe, Asia, and the United States. Recent growth has seen the organisation achieve record annual revenue in the £billions, a feat achieved throughexceptional project...

  • Financial Advisor

    1 week ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for youThis is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...

  • Financial Advisor

    1 week ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for youThis is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...

  • Financial Advisor

    1 week ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    SummarynWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

  • Group Financial Analyst

    1 week ago

    London, Greater London, United Kingdom Partner Financial Full time

    Financial Reporting Manager at High-Growth CompanyPartner Financial collaborates with a leading FTSE 100 business services firm. Boasting a turnover in the billions, this company has experienced rapid growth through organic expansion and international acquisitions, solidifying its position as a market leader.About the Role:Lead the preparation of monthly...

  • Become a Financial Adviser

    1 week ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    Are you looking for a new opportunity? We work with bright, ambitious people from many different backgrounds who are interested in a career as a financial adviser because it can offer:Flexibility around family and a good work/life balance.nExcellent financial benefits, with scope for progression.nPersonal satisfaction and the opportunity to do something...

  • Home based Financial Advisor

    1 week ago

    London, Greater London, United Kingdom Financial Planning Firm Full time £60,000

    Job Title: Financial Planner Ref: 9048Location: UK Wide (Home Based) Salary: £60,000 with first year OTE of £120,000 Recruit UK is working with a successful Wealth Management company which is growing its UK Financial Planning team. They have opportunities across the UK for experienced Financial Adviser who thrive off new client engagement and can...

  • Financial Advisor

    1 week ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsSkillsnUnderstanding complex information - Analysing financial datanTeam building -...

  • Financial Planning Assistant

    1 week ago

    London, Greater London, United Kingdom Financial Divisions Full time

    My client is a Boutique forward-thinking Independent IFA Firm in London, who are looking to take on a graduate IFA Administrator/ Financial Planning Assistant who has gained 6 months experience working in Wealth Management/Financial Services and looking to carve out a career in this space. As an Entry Level Financial Planning Assistant, you will be...

  • financial planning paraplanner

    1 week ago

    London, Greater London, United Kingdom Financial Divisions Full time £55,000

    Job Description TECHNICAL PARAPLANNER ( full involvement with HNW/UHNW technical cases) London- hybrid working pattern ( 2 days in Office) To £55k, top pension plan, excellent bonus, wonderful working conditions, study towards Chartered Status. My client is an award-winning independent firm providing financial planning and an investment management service...

  • Group Financial Planning Analyst

    1 week ago

    London, Greater London, United Kingdom Ivy Rock Partners Ltd Full time

    One of the largest charities in the UK is looking for a new Group Financial Planning Analyst.This is a progressive role, for someone who is passionate about supporting those with learning disabilities and wants to drive forward their career in an organisation with incredible impact.Salary: £52,700Working Pattern: Hybrid (1-2 days in office)Working Hours:...

  • Group Financial Accountant

    1 week ago

    London, Greater London, United Kingdom Canary Wharf Group Full time

    Department: Accounts Group Accounts Manager Our mission is to empower our people, engage our communities and create sustainable places. Our values help us achieve exceptional results: Engagement: Develop our people, our communities, our stakeholders and our suitable environment and be exceptional while respecting others Group Accountant role within the...

  • Financial Planning

    1 week ago

    London, Greater London, United Kingdom Arena Racing Corporation Full time

    Group Financial Planning and Analysis Analyst Group Financial Planning and Analysis Analyst We have an exciting opportunity for a Group Financial Planning and Analysis Analyst to join our finance team based at Millbank, London. Arena Racing Company does so much more than lead the UK's largest horse racing group. We have 21 racing venues showcasing horse...

  • Group Financial Controller

    1 week ago

    London, Greater London, United Kingdom The ECA International Group Full time

    About usAs a leading group of companies, The ECA International Group stands at the forefront of simplifying international mobility. Our collective vision is to make a positive impact by delivering exceptional products and services to our prestigious list of large enterprise clients. Our global presence across the UK, EU, Hong Kong, Australia, and the US...

  • Group Financial Controller

    1 week ago

    London, Greater London, United Kingdom Kiwa Group Full time

    Job SummaryKiwa UK is in search of a Group Financial Controller to join our forward-thinking Finance Team. The ideal candidate will lead the Finance Function with responsibility for ensuring compliance with internal and external regulations. This role is based in Cheltenham, Aylesbury, or Milton Keynes Office, with hybrid working.Kiwa is a globally...

  • Group Financial Accountant

    1 week ago

    London, Greater London, United Kingdom Pertemps Network Group Full time

    "Quality performance starts with a positive attitude." Jeffrey Gitomer. An exciting permanent opportunity has opened up in Central London for a Group Financial Accountant to join our client's team. The successful candidate must be a fully Qualified Accountant. This position offers a fantastic chance to work with an organisation that provides an excellent...

  • Financial Planning Administrator

    1 week ago

    London, Greater London, United Kingdom Hurst Point Group Full time

    Are you an experienced, friendly, Financial Adviser looking for a new role? A substantial, established, local, client bank If you have a level 4 Financial Planning Diploma, Competent Adviser Status and SPS - we'd love to hear from you. A competitive salary with excellent on target earning potential, + benefits including private medical insurance, paid...

  • Group FP&A Analyst

    1 week ago

    London, Greater London, United Kingdom Partner Financial Full time

    Partner Financial are working with a FTSE 100, multinational logistics business with a turnover in the billions. The business is experiencing a changing market dynamic which needs constant attention. Providing services to multiple companies globally, they have revolutionised the sector with a continued focus on their clients and product offering. Reporting...

  • Financial Planning

    1 week ago

    London, Greater London, United Kingdom TP ICAP Full time

    Financial Planning & Analysis Manager, Group Finance Recruiter TP ICAP Our purpose is to provide clients with access to global financial and commodities markets, improving price discovery, liquidity, and distribution of data, through responsible and innovative solutions. Through our people and technology, we connect clients to superior liquidity and data...

  • Financial Accountant

    1 week ago

    London, Greater London, United Kingdom Partner Financial Full time

    Financial AccountantConstructionPermanentUp to £65,000 + BenefitsCentral LondonPartner Financial are working with a Private Equity backed company with operations globally. The organisation has revenue in the £Billions and has seen recent growth accomplished through exceptional project delivery. A leader in the sector, the company isdriven by its ambitions...