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We are seeking a Senior Financial Advisor to join WTW’s Financial Planning Group. 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. Our guidance and advice services focus on retirement planning, requiring a extensive understanding of the UK pensions landscape, investment, and broader financial planning knowledge.
This is a great opportunity for someone with solid experience in the UK financial advice market to grow their career. Join a financial planning team that is focused on strong committment to ethical practices and doing the right thing for our clients. Providing guidance and advice to employees and members of large workplace pension plans and corporates. No requirement to have existing clients.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of remote, in-person and in office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
The Role
You will be involved in delivering guidance and advice in the following areas:
Clients
Performance Objectives:
Excellence
People
Financial
What you’ll bring
This is a Certification Function role under the Financial Conduct Authority’s (FCA’s) Senior Manager and Certification Regime. Candidates are required to be assessed under the Fitness and Proprietary standards. This assessment will be carried out through self-disclosures, permitted criminal record checks, reference checks, credit checks and other background checks. If hired for this role, you will also be required to complete an annual declaration regarding your Fitness and Propriety. This role will additionally be subject to the FCA’s Conduct Rules
What We Offer
Enjoy a benefits package designed to help you thrive, both professionally and personally. You'll receive 25 days of annual leave plus an extra WTW day to relax and recharge. Our comprehensive health and wellbeing offering includes private healthcare, life insurance, group income protection, and regular health assessments, all giving you peace of mind. Secure your future with our defined contribution pension scheme, featuring matched contributions up to 10% from the company.
We support your growth and balance with hybrid working options, access to an employee assistance programme, and a fully paid volunteer day to make a difference in your community. On top of these, you can opt into a variety of additional perks including an electric vehicle car scheme, share scheme, cycle-to-work programme, dental and optical cover, critical illness protection, and much more. Start making the most of your career and wellbeing with a range of benefits tailored for you.
Equal Opportunity Employer
We’re committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email candidate.helpdesk@wtwco.com