Financial Advisor Location: Employment Type: Full-time, Employed
Salary & Bonus: Up to £60,000 Basic salary, with tax-free profit-sharing opportunities (subject to qualifying criteria).
Are you a Financial Advisor looking for a more meaningful, people-focused role where your voice truly matters?
My client is a small, independent financial planning firm based in Wakefield, built on a foundation of clear advice, honest communication, and lasting client relationships. Unlike larger institutions, this company is not driven by product sales, instead guided by the individual needs of each client.
As part of an Employee Ownership Trust (EOT), the business is structured to reward loyalty and contribution, while fostering a collaborative, long-term culture where every employee has a genuine stake in the success of the firm.
Competitive starting salary: After a qualifying period, you’ll become part of the EOT—helping grow the business while sharing in its success.
Where turnover and profits allow, tax-free bonuses of up to £3,600 per year are distributed quarterly.
Job Security & Stability: Our EOT structure promotes sustainable growth and long-term client relationships.
Deliver independent financial advice across a wide range of areas including pensions, investments, estate planning, protection, and tax strategy
Build trusted, long-term relationships with clients, focused on their goals—not sales targets
Conduct detailed fact-finds and develop personalised, compliant financial plans
Stay informed about market developments and regulatory updates
A minimum of 2 years’ experience in a financial planning or advisory role
Level 4 Diploma in Regulated Financial Planning (or equivalent)
Excellent communication and relationship-building skills
The ability to manage an existing client bank or develop new client relationships