Ready to Elevate Your Career in Financial Planning?

Are you passionate about helping people secure their financial future? Do you thrive in a dynamic environment where your expertise truly makes a difference? WTW has the perfect opportunity for you!

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 work environment throughout our organisation. We embrace all types of diversity.

At WTW, we’re committed to delivering tailored financial solutions that empower our clients to achieve their goals. As a Life and Pensions Paraplanner, you’ll be at the heart of this mission providing essential support to our advisors and clients through expert research, technical guidance, and strategic planning.

Why Join Us?

Impactful Work: Play a key role in shaping financial futures for individuals and families.
Collaborative Culture: Work alongside talented advisors and specialists who value your input.
Flexibility You Can Trust: Our hybrid working model gives you the freedom to balance remote and in-office work in a way that suits you.
Professional Growth: We invest in your development with opportunities to expand your skills and advance your career.

What You’ll Do

Partner with Financial Planners to deliver high-quality, personalised financial plans.
Prepare client reviews, conduct market research, and produce advice reports.
Handle technical queries and engage directly with clients to identify new opportunities.
Support bulk project exercises such as Enhanced Transfer Values (ETV) and Pension Increase Exchange (PIE).
Ensure compliance and regulatory standards are met across all documentation and recommendations.

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”(#LI-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.

Life and Pensions Paraplanner

Job Description