Independent Financial Advisor

Tony Revans Financial Planning 2000 Limited; Wakefield; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading financial planning firm in Wakefield seeks an Independent Financial Planner to provide personalized financial advice. The ideal candidate will have experience in financial advisory roles and excellent communication skills. This role offers profit sharing and a stake in the business, promoting long-term stability and employee input.

Benefits

Stake in the Business

Profit Sharing

Long-Term Stability

Employee Input

Qualifications

• Minimum 2 years’ experience in financial planning/advisory roles.
• Ability to manage client relationships or bring an existing client base.

Responsibilities

• Provide tailored financial advice across retirement, investment, and tax strategies.
• Conduct thorough financial assessments and develop comprehensive financial plans.

Skills

Interpersonal Skills

Communication Skills

Ethical Advice

Education

Financial Planning Certification

Job description

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At Tony Revans Financial Planning 2000 Limited we believe in building lasting relationships with our clients through clear advice, honest communication, and personalised financial strategies. As a small client-focused firm, we pride ourselves on delivering independent financial guidance tailored to individual needs—not driven by products, but by people.

We are perhaps slightly different from other firms as we now under an Employee Ownership Trust, which looks to reward loyalty and hard work in the following ways:

• A Stake in the Business - As an employee, you’re not just working for the business—you’re working with it and in helping the business grow, you are growing your own share within the company (qualifying period applies)
• Profit Sharing & Financial Rewards - Where profits and turnover allow, employees can receive tax-free bonuses, distributed quarterly (up to £3,600 per year).
• Long-Term Stability - EOTs often leads to greater job security, stronger client relationships, and a focus on sustainable growth.
• A Voice That Matters - Employees have greater input into the direction of the company through structured channels of communication and representation.

About the Role

Location: Wakefield

Employment Type: Full Time employed position

As an Independent Financial Planner at Tony Revans Financial Planning, you will:

• Provide tailored financial advice across a broad range of services including retirement planning, investment management, estate planning, insurance, and tax strategies
• Build and maintain strong, trust-based relationships with clients
• Conduct thorough financial assessments and develop comprehensive financial plans
• Stay up to date with regulatory changes and market trends
• Operate with a high level of autonomy while aligning with the firm’s values and client-first philosophy

Ideal Candidates Will Have:

• Minimum 2 years’ experience in financial planning/advisory roles
• A commitment to ethical, independent advice
• Excellent interpersonal and communication skills
• Ability to manage your own client relationships or bring an existing client base (preferred but not essential)
• Be a team player within the business

Please apply if this of interest and/or send any CVs across to [e-mail].

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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