Senior Financial Planner in Bristol

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

Performance & Impact

• Deliver high‑quality, cost‑effective advice tailored to client objectives
• Build credibility with clients and prospects, expanding relationships and identifying opportunities
• Lead face‑to‑face workplace financial education sessions
• Promote and contribute to marketing and growth initiatives across the business
• Collaborate with WTW teams to strengthen and expand financial planning services
• Ensure full compliance with regulatory requirements, including maintaining SPS and CPD standards
• Contribute to a culture of technical excellence, knowledge sharing and continuous improvement
• Mentor junior colleagues and work closely with paraplanners/administrators to ensure efficient delivery
• Manage workload effectively, including accurate time recording and commercial awareness

Qualifications

• Suitable professional qualifications to Level 4, with the ability to provide retail investment advice
• Proven experience delivering guidance and advice to large corporates and CXO‑level clients
• Strong expertise across the UK pensions landscape, including DB, DC and Cash Balance schemes, alongside broader investment product knowledge
• Ability to advise on retirement income strategies and complex financial planning scenarios
• Deep understanding of the UK pensions tax regime, including Annual Allowance (AA), Tapered AA and Lifetime Allowance protections
• A strong track record in financial planning / wealth advisory within the UK market
• A client‑first, relationship‑led mindset with the ability to simplify complex concepts
• Excellent written and verbal communication skills, with strong organisation and initiative
• Proficiency in Excel, Word and PowerPoint, with experience using tools such as Morningstar Adviser Workstation, FE Analytics, Intelliflo or Voyant advantageous
• Relevant qualifications such as Diploma / Chartered / Certified Financial Planner preferred.

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.